Month end is the same shape every month: reconcile, categorise, produce the statements, explain the variances, chase the money. This bundle covers that loop with one prompt library and four fixed structures, so the numbers land in the same format every period and comparison is possible. These are templates and drafts, not accounting or tax advice, and everything they produce must be reviewed by a qualified accountant in your jurisdiction before it is filed, sent to a client or used in a decision.
- Prompts for Accountants plus the role library for reconciliation, expense categorisation, variance commentary and client emails
- Invoice Template plus the compliant invoice structure with line items, tax, terms and payment details
- Budget Template plus revenue, direct costs, overheads and headcount with plan and actual side by side
- Cash Flow Forecast Template plus a rolling forecast with receipts, payments and the assumptions behind each line
- AI Financial Statement Generator Skill plus turns a trial balance into a profit and loss, balance sheet and cash flow summary and flags where the numbers do not tie
Buying these separately costs more than the bundle price shown above. A README comes with it that shows which file to open first and how the outputs chain, for example reconcile in the library, generate the statements, drop the actuals into the budget and explain only the lines that moved.
One purchase, yours forever, pay once, keep forever. Files arrive as plain text you paste into Claude, Claude Code, ChatGPT, Gemini or Copilot, they install in under five minutes, and there is a 30 day money back guarantee.