Free AI prompts and workflows for small-business bookkeeping tasks
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Stage
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Founded
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Based in
US
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Pricing model
Free
Freemium
Pricing
Free to read and copy. Optional paid kit: $19.99 for 100 prompts.
Free: 8 pages forever, no credit card required. Basic: $5/month for 25 pages/month. Pro: $20/month for 500 pages/month. Business: $75/month for 2,000 pages/month. Annual plans available with 20% discount.
Key features
81 workflows covering bank reconciliation, month-end close, accounts payable, accounts receivable, receipts and expenses, payroll, and reporting
Specialized workflows for vendor-specific tools like Xero, Ramp, and Dext
Every workflow links to its public source
Search and filter by task, category, and AI tool
Copy-paste prompts with placeholder guidance
Local SEO workflows for bookkeeping firms
Converts multi-page PDFs in under 15 seconds
99.4% accuracy on amounts, dates and references
Supports 400+ global banks
Files processed in memory and deleted immediately
Handles password-protected PDFs
Free QuickBooks bulk tools included on all plans
Complies with GDPR and CCPA data protection standards
Supports OCR for scanned PDFs on Business plan
Team seats available on Business plan
What makes it different
Every workflow is traced to a public source with a link
Free access to all workflows and prompts without an account
No paid tool sponsorships; listings based on practitioner usage
Instant conversion in under 15 seconds with no queuing or manual processing required
Files never stored on servers; data processed in memory and deleted immediately
Supports 400+ banks worldwide including regional and digital banks
34 free QuickBooks tools included with every plan, no upgrades required
Export directly to QuickBooks, Xero and Google Sheets in one tool
Bookkeeping Prompts
Convert Statement