Free AI prompts and workflows for small-business bookkeeping tasks
Stage
Startup
Not given
Founded
2024
Not given
Based in
GB
US
Pricing model
Freemium
Free
Pricing
Free: £0/mo (0 transactions/month, 1 user); Entry: £20/mo (10 transactions/month, up to 5 users); Mid: £100/mo (75 transactions/month, up to 25 users); Top: £250/mo (250 transactions/month, up to 250 users). All plans include every feature.
Free to read and copy. Optional paid kit: $19.99 for 100 prompts.
Key features
AI invoice data extraction validated against your ledger
Automated accruals and prepayments with forex handling
Multi-level approval hierarchies
Missing and due invoice tracking and alerts
Document search by reference or AI-extracted invoice number
Granular access control for vendors and expenses
Audit-ready reports and CSV or Google Sheets export
ERP integration with Xero, QuickBooks Online and Sage
Budget controls and expense limits
Slack Integration
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
Single comprehensive app replacing multiple disconnected tools
AI extraction with human oversight and ledger validation for financial accuracy
All features included in every plan with no feature gating
Automatic journal creation with accruals and prepayments in correct accounts and periods
Direct ERP integration running in minutes without manual exports
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