Prompts for AI bookkeeping
65 prompts written in the words you would actually use, each one noting which of the nineteen tools it invokes and what to check in the answer. Nothing here implies a capability the product does not have.
6 collections
Prompts for everyday bookkeepingPlain-English things to say to an AI assistant wired to BalanceMCP for the small stuff — checking a balance, recording a cash purchase, adding an account.Prompts for importing and categorizing a statementWhat to say when you have a bank or card statement to get into BalanceMCP and sort into accounts, plus how to fix it when a charge lands in the wrong place.Prompts for month-end close and reconciliationWhat to ask an AI assistant to reconcile a bank account against a statement and lock a month for real, with the checks worth running before you do.Prompts for reading your financial reportsHow to ask an AI assistant for a profit and loss, balance sheet, or spending breakdown from BalanceMCP, and what to check before you trust the number.Prompts for finding problems in your booksHow to ask an AI assistant to check for double charges, price creep, or a wrong entry in BalanceMCP — and why a clean scan is not the same as a clean bill of health.Prompts for a first session with a brand-new set of booksWhat to say to your AI assistant the very first time you set up a book in BalanceMCP — from seeding the chart of accounts through your first statement.