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26 prompts·Role: Accountant / Bookkeeper

ChatGPT

#business

Bookkeeping agent: receipt to GL entry

Snap a receipt, this agent extracts the data, classifies it (job-attributable vs overhead), prepares the Xero entry, and flags anything weird for your bookkeeper.

Cash flow forecast agent (12-week rolling)

Solo operator's cash flow tool: takes scheduled jobs + outstanding invoices + known costs, projects 12 weeks ahead, flags any tight weeks before they hit.

Polite chase email for an unpaid invoice

Three escalating chase templates in one go: friendly nudge (7 days), firmer follow-up (21 days), final notice (45 days).

Workflow: ABN + tax invoice compliance check

Checks every customer + vendor invoice for AU ABN + GST compliance.

Workflow: BAS prep (AU quarterly)

Runs the quarterly BAS preparation for an AU small business.

Workflow: bookkeeping prep for monthly close

Runs the monthly bookkeeping prep — categorisation, reconciliation, exception flagging.

Workflow: invoice processing + Xero categorisation

Processes incoming invoices, extracts line items, categorises in Xero, and flags anomalies.

AI Book Keeper (AU)

Your AU-savvy book keeper for the small jobs in between BAS quarters. Knows Xero, GST and what the ATO actually wants.

Your AI Bookkeeper

A deployable AI agent that runs your monthly close, BAS prep, and cash flow updates — AU-tax compliant. Configure once, run every month.

Run an end-of-month bookkeeping close

Full month-end close checklist for an AU small business: reconciliations, accruals, anomaly hunt, and a clean handoff pack for the accountant.

Write an AR follow-up email sequence for overdue invoices

Three-email escalation sequence for chasing overdue AU invoices — friendly nudge → firm reminder → final notice — with the right legal/PPSA wording for the last one.

Build Xero bank rules from your transaction patterns

Auto-categorise 80% of your Xero bank feed by designing the right bank rules — paste a sample, get a Xero-ready rule set.

Design a chart of accounts for a service business

Builds a clean, ATO-aligned chart of accounts for an Australian service business — collapsed enough to actually use, structured enough to scale.

Categorise a messy bank statement into GL accounts

Paste a CSV bank export, get every line categorised to your chart of accounts with GST treatment and a confidence flag for the dodgy ones.

Set up Xero Single Touch Payroll for a small AU team

Step-by-step Xero Payroll + STP setup for an AU small business: org settings, pay calendar, super, leave categories, employee records, STP filing test.

Run a Xero year-end close (AU FY)

Full 30 June Xero year-end workflow — finalise STP, lock the books, prepare for tax agent, generate the FY pack.

Run a quarterly BAS prep workflow in Xero

Pre-BAS Xero checklist: clean GST coding, fix unreconciled items, reconcile GST control accounts, generate the Activity Statement report, sanity-check vs P&L.