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    21 AI prompts every accountant should have saved

    Run each prompt right inside QuickBooks' Intuit Assist or Xero's Just Ask Xero (JAX) — or in Claude Code or OpenAI Codex.

    Running a prompt in Xero's Just Ask Xero (JAX)
    Xero — Just Ask Xero (JAX)
    Running a prompt in QuickBooks' Intuit Assist
    QuickBooks — Intuit Assist

    Two parts: the prompt pack (works with any AI) + a QuickBooks skill for Claude.

    Part 1 · The prompt pack

    21 prompts, one job each

    Every prompt names the report to pull, what to flag, and what to double-check. Here's one in full.

    Sample · Duplicate bill & payment sweep

    Here is my GL / check-register export. Find likely duplicate bills or payments — same or near-same amount to the same vendor within a short window — and list them as review candidates with the evidence, not just a count.

    • 1
      Round-dollar & manual-entry anomalies
      Plugs, blank memos, and odd one-offs in real spend.
    • 2
      Missed early-payment discounts
      2/10-net-30 windows you're quietly losing.
    • 3
      Customers slipping from on-time to slow
      Deteriorating payers — an early churn signal.
    • 4
      Unapplied credits & payments
      Money parked on accounts, never matched off.
    • 5
      Wrong-account miscoding
      Vendors booked to an account that doesn't fit.
    • 6
      Threshold-skirting payments
      Splits that duck an approval limit.
    • 7
      Personal-vs-business review
      Personal spend mixed into the books.
    • 8
      Revenue-recognition cutoff
      Invoices landing in the wrong period.
    • 9
      Reserve adequacy
      Months of fixed costs if revenue stopped.
    • 10
      Reclassification candidates
      The tax-impact reclasses to make before you file.
    • Plus the rest — 21 in total, across financial health, expense, revenue, AP/AR, and month-end close.

    Get the pack + the QuickBooks skill

    One email. Both downloads, instantly.

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    Part 2 · For Claude users

    QuickBooks Copilot skill

    A free Claude skill that runs these on your live books. The AI reads and writes the words; six Python tools do the money math, so the numbers are exact.

    • ar_prioritizer

      Ranks who owes you by risk, with exact days-late, aging buckets, and totals.

    • follow_up_email

      Drafts a reminder whose tone escalates by how overdue the invoice is.

    • pnl_summary

      Net income, margin, month-over-month change, cash runway, and concentration risk.

    • float_gap

      DSO vs DPO and the cash tied up in your trade cycle — the A/R–A/P join no report shows.

    • slipping_customers

      Payers whose behavior is deteriorating (paid in 20 days, now 52).

    • lapsed_customers

      Customers who used to buy and went quiet — a ranked win-back list.

    Install in under a minute
    1. Unzip into ~/.claude/skills/.
    2. Connect QuickBooks to Claude (Settings → Connectors).
    3. Ask: "Who owes me money and how overdue are they?"

    Requires Claude with the QuickBooks connector. Free to use and share. It always previews and waits for your OK before anything sends.

    Still chasing clients and staff for receipts and invoices?

    That's the part DocStream automates. It pulls the invoices and receipts out of your inbox, extracts the data with AI, and syncs them straight into QuickBooks or Xero — no manual entry, no follow-ups.

    See it on your inbox How it works