The AI Accounting Playbook: 7 Prompts That Cut Your Monthly Admin in Half
Most small business owners spend 6 to 8 hours every month on accounting admin. Categorising transactions. Chasing receipts. Reconciling accounts. Compiling summaries for their accountant. This playbook gives you 7 copy-paste prompts that cover the full monthly cycle. Paste the prompt, add your numbers, and you'll have something your accountant can actually work with. 30 minutes instead of 6 hours.
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What you'll learn
Every month it's the same cycle. Categorise transactions. Chase receipts. Reconcile accounts. Pull together a summary for your accountant. Then wait for them to come back with questions about transactions you've already forgotten.
Most small business owners spend 6 to 8 hours a month on this. None of it grows the business. All of it could be faster.
The 7 prompts
- Categorise and Summarise: turn raw transactions into categorised expenses with accountant-ready totals
- Receipt Chaser Email: generate follow-up emails to your team for missing receipts
- Accountant Update: draft a concise financial summary your accountant can review immediately
- Reconciliation Helper: compare bank statement to records and find every discrepancy
- Budget Builder: use last month's actuals to draft next month's budget
- GST Quarter Prep: calculate your GST position and group by BAS category
- Cash Flow Forecaster: project next month's cash and flag weeks where it might run tight
Each prompt includes the exact text to copy, written in plain English. No accounting jargon. No prompt engineering. Just paste, add your numbers, and let AI handle the admin so you can focus on what the numbers are actually for: making better decisions.
