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Prompt course · 8 lessons · 24 prompts · 1 hour · Beginner

AI for Bookkeepers

Learn to use AI for transaction entries, bank reconciliation, payables, receivables, payroll records, and month-end close. Each lesson gives you prompts you can adapt to your clients.

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What you'll learn

  • Daily entries: Categorize transactions and draft journal entries with clear explanations.
  • Bank reconciliation: Find mismatches and write plain-language reconciliation summaries.
  • Accounts payable: Draft vendor emails and organize invoice details for clean entry.
  • Accounts receivable: Write overdue reminders and propose payment plans to customers.
  • Expense policies: Build category guides and flag expenses that need a closer look.
  • Payroll records: Check payroll registers and explain deductions to employees.
  • Client reports: Turn financial statements into plain English for clients.
  • Month-end close: Draft adjusting entries and build a close checklist.

What's inside

8 lessons · 24 prompts
  1. Before you start · framework course ICIO and CIDI: Reusable Prompt TemplatesICIO and CIDI let you reuse prompts to classify receipts and extract totals, speeding your monthly bank reconciliations.
  2. Start here Priya's Thursday, two waysA day in the life of a Bookkeeper, before and after these prompts.
  3. 01 Lesson 1 · 3 prompts Recording Daily Transactions
  4. 02 Lesson 2 · 3 prompts Bank Reconciliation Help
  5. 03 Lesson 3 · 3 prompts Managing Accounts Payable
  6. 04 Lesson 4 · 3 prompts Processing Accounts Receivable
  7. 05 Lesson 5 · 3 prompts Expense Tracking and Policies
  8. 06 Lesson 6 · 3 prompts Payroll Records Support
  9. 07 Lesson 7 · 3 prompts Financial Reports and Client Communication
  10. 08 Lesson 8 · 3 prompts General Ledger and Month-End Close

About this course

7 topics

Prompt Course for Bookkeepers: Daily Work Made Clear

This course teaches you how to ask your AI tool for help with bookkeeping tasks. You will practice with prompts for entries, reconciliations, invoices, and reports.

The lessons follow your month, from daily transactions to closing the books. You can use ChatGPT, Claude, or Gemini.

  1. The lessons
    1. Recording Daily Transactions: Get help categorizing transactions, drafting journal entries, and explaining coding choices to clients.
    2. Bank Reconciliation Help: Troubleshoot mismatches, write reconciliation summaries, and explain reconciling items in plain language.
    3. Managing Accounts Payable: Draft vendor emails, explain payment terms, and organize invoice details for clean entry.
    4. Processing Accounts Receivable: Write overdue reminders, explain aging reports, and propose payment plans to customers.
    5. Expense Tracking and Policies: Build category guides, flag suspicious expenses, and draft simple expense policies for small businesses.
    6. Payroll Records Support: Explain deductions to employees, check payroll registers for errors, and summarize payroll for owners.
    7. Financial Reports and Client Communication: Turn financial statements into plain English, write monthly summaries, and handle basic client questions.
    8. General Ledger and Month-End Close: Draft adjusting entries, build a close checklist, and plan a chart of accounts cleanup.
  2. What the course covers

    You learn prompts for daily transactions, bank reconciliation, accounts payable, accounts receivable, expenses, payroll records, reports, and month-end close.

    Each lesson gives you examples you can adapt to your own clients and software.

  3. How the lessons connect

    The lessons follow the flow of a bookkeeping month. You start with daily entries, move through reconciliations and invoices, then finish with reports and close.

    If you do them in order, each prompt builds on the one before.

  4. How to use prompts well

    Give your AI tool clear details: the account names, the date, the client type, and what you need. Ask for a short answer first, then ask it to explain its choice.

    Always check the numbers and coding yourself before you save or send anything.

  5. Who this course is for

    This course is for bookkeepers who want to work faster and write clearer client messages. It suits solo bookkeepers, small firm staff, and people supporting a business owner.

    You do not need coding skills or a technical background.

  6. Safety and privacy for bookkeeping

    Do not paste full bank account numbers, Social Security numbers, or private client details into an AI tool. Use placeholders or remove names when you can.

    Follow your company rules and client agreements. Your AI tool is a helper, not a secure filing cabinet.

  7. Your next step

    Start with the first lesson on recording daily transactions. Try one prompt with a small batch of entries and compare the result to your own work.

    Then move to bank reconciliation and keep going at a steady pace.