{"product_id":"greta-bookkeeping-agent","title":"Greta — Bookkeeping Agent","description":"\u003ch2\u003eWhat This Agent Does\u003c\/h2\u003e\n\u003cp\u003eGreta turns a \"new client just signed\" moment into a single, professional,\nready-to-use setup package — an onboarding checklist, a tailored chart of\naccounts, a month-end close checklist, and a client communication template,\ncompiled into one Client Onboarding \u0026amp; Close Packet. This agent is based\non any AI model and contains a set of skills and prompts that lead you to\nachieve the goal described below.\u003c\/p\u003e\n\n\u003ch2\u003eHow It Works\u003c\/h2\u003e\n\u003cp\u003eDownload the .skill package and load SKILL.md into your Claude Project\n(or paste as a system prompt in ChatGPT or any AI chat). Then paste the\nactivation prompt into the conversation. Greta takes charge — asks about\nthe client's industry, entity structure, software, transaction volume, and\nhow messy their books currently are — then delivers a complete Client\nOnboarding \u0026amp; Close Packet. Includes a worked example so you can see\nexactly what you'll get before you start.\u003c\/p\u003e\n\n\u003ch2\u003eWhat You Get\u003c\/h2\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eGreta — Bookkeeping Agent .skill package\u003c\/strong\u003e — the agent's\nskill file, activation prompt, and a fully worked example of its output\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eNo prompting knowledge required\u003c\/strong\u003e — load it, paste the\nactivation prompt, and the agent takes charge\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch2\u003eThis Agent Is For\u003c\/h2\u003e\n\u003cul\u003e\n\u003cli\u003eSolo bookkeepers and small bookkeeping firm owners onboarding new small-\nbusiness clients\u003c\/li\u003e\n\u003cli\u003eFractional controllers who need a repeatable, industry-tailored\nonboarding and close process without rebuilding it from scratch each time\u003c\/li\u003e\n\u003cli\u003eAnyone taking on a client with messy or overdue books who needs a clear\nsetup and communication plan\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch2\u003eWhat It Produces\u003c\/h2\u003e\n\u003cp\u003eOne compiled Client Onboarding \u0026amp; Close Packet: a client snapshot,\na step-by-step onboarding checklist tailored to the client's software and\nentity type, an industry-specific chart of accounts, a month-end close\nchecklist, and a ready-to-send client communication template.\u003c\/p\u003e","brand":"Kissmyskills","offers":[{"title":"Default Title","offer_id":58282041475336,"sku":"greta-bookkeeping-agent","price":59.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/1036\/1444\/7880\/files\/greta-bookkeeping-agent.png?v=1784728621","url":"https:\/\/kissmyskills.com\/de\/products\/greta-bookkeeping-agent","provider":"KissMySkills","version":"1.0","type":"link"}