Free AI prompts and workflows for small-business bookkeeping tasks
Convert PDF bank statements into structured transaction data for Excel, CSV, or QuickBooks import
Stage
Not given
Not given
Founded
Not given
Not given
Based in
US
Not given
Pricing model
Free
Not given
Pricing
Free to read and copy. Optional paid kit: $19.99 for 100 prompts.
Free: 10 pages per UTC day for 10 consecutive days. Starter: $14.50/month or $174/year (500 pages/month). Business: $24.50/month or $294/year (1,500 pages/month). Enterprise: $44.50/month or $534/year (5,000 pages/month). Annual plans save 50%.
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
Excel export with formatted transactions sheet
CSV export with UTF-8 text output
QBO Web Connect file export for QuickBooks
OCR support for readable English scanned PDFs
Available balance verification checks
Batch uploads with merged downloads
Support for multiple export formats
Private file storage in workspace
Direct downloads without confirmation step
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
Review transactions before import with direct downloads
Support for readable English scanned statements via OCR
Available balance verification to catch errors
Flexible team access with shared monthly allowance