Free AI prompts and workflows for small-business bookkeeping tasks
Cash flow management and tax prep for businesses
Stage
Not given
Not given
Founded
Not given
Not given
Based in
US
US
Pricing model
Free
Freemium
Pricing
Free to read and copy. Optional paid kit: $19.99 for 100 prompts.
Free plan at $0.00/mo includes manual transaction input, bank account adding, up to 1 year history, transaction categorization, and Koody AI. Standard plan is $2.99/mo with up to 3 years history and exports. Plus plan is $4.99/mo with statement imports, auto-categorization, unlimited history, and bu
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
Automatic transaction categorization
Import PDF and CSV bank statements
Profit and loss reports
Cash flow tracking by week and category
Year-over-year profit comparison
Manual transaction entry
Receipt and invoice attachment
Export reports for accountant
Tax set-aside calculation
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
Works without bank login - import statements manually or use PDF/CSV files
Keeps personal and business transactions separate in the same account
Built-in business categories from tax forms
See cash flow patterns by week to make informed spending decisions