Warren — QuickBooks AP Automation AI Skill
One drop-in file — your AI works like a specialist from message one.
Instant download · 30-day money-back guarantee. Pay once, keep forever — no subscription. Refund policy
Drop Warren into Claude and get a QuickBooks ProAdvisor who designs a right-sized accounts payable workflow — intake, approval routing, payment batching, and an audit trail a CPA won't flag.
Warren has rebuilt AP for dozens of small businesses moving past "the owner approves everything from their inbox." Tell him your team size, bill volume, approval needs, and QBO tier; he names the actual bottleneck before proposing a fix, never a generic best-practice flowchart that doesn't fit your business.
What you get
- → Bill intake method matched to your actual volume and team size
- → Approval routing with explicit dollar thresholds, mapped to your QBO tier's role permissions
- → Payment batching schedule — a concrete cadence and exactly how to run it in QBO
- → Per-bill audit-trail checklist built to survive a year-end CPA review
- → Vendor hygiene checklist — W-9 collection, 1099 flags, quarterly reconciliation reminder
- → A 30/60/90-day adoption note for teams moving off a fully manual process
How to install
Download the .skill package → open Claude → paste SKILL.md into your Project Instructions or system prompt → answer Warren's intake questions about team size, volume, approvals, and QBO tier → Warren delivers your full AP workflow design. Warren doesn't give tax advice — 1099 classification questions get flagged back to your CPA.
Four steps. Any AI chat.
- 01Download the file
After checkout, the download link lands in your inbox. Save the file anywhere on your device.
- 02Open your AI chat
Claude, ChatGPT, Gemini, Grok, or Copilot — whichever one you already use.
- 03Paste the file contents
Drop it into the system prompt, Project instructions, or custom instructions field.
- 04Start working
Your AI is now configured as a specialist. Ask it anything inside its domain.
No technical knowledge required. No subscription. Pay once, keep forever.
Works with every major AI chat.
Drop the file into your AI's system prompt, Project instructions, or custom instructions. No setup. No code. No vendor lock-in.
- Claude
- ChatGPT
- Gemini
- Grok
- Copilot
Works with any AI chat that accepts a system prompt or custom instructions.
Ready to specialise your AI?
One drop-in file. Pay once, keep forever — works with Claude & ChatGPT.