Free AI prompts and workflows for small-business bookkeeping tasks
Stage
Not given
Not given
Founded
Not given
Not given
Based in
Not given
US
Pricing model
Paid
Free
Pricing
Free tier with up to 5 clients and core features. Pro: $49 one-time payment, unlimited clients and invoices, includes all 11 templates, recurring invoices, credit memos, reports, and bulk PDF export.
Free to read and copy. Optional paid kit: $19.99 for 100 prompts.
Key features
Quote to invoice conversion in one tap
Works completely offline on Mac
Automatic tax calculation
Recurring invoices
Client management and organization
Payment tracking and recording
Multiple invoice templates
PDF export and generation
Multi-currency support
Revenue and tax reports
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
What makes it different
No subscription, pay once and own forever
Completely offline with no server dependency
All data stored locally, nothing uploaded anywhere
No account or login required
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