Keep the books of a microbusiness in order with an AI skill that sets up a chart of accounts, categorizes transactions, walks you through reconciliation and prepares clean records for your accountant.
What you get
- A chart of accounts matched to your business type
- Transaction categorization guidance for a given period
- A reconciliation checklist
- Flagged items for your accountant to review
- Handoff prep so your records are ready for an accountant
Who it's for
Microbusinesses and solo operators with simple transaction volume, at an intermediate level. It helps you stay organized between accountant visits.
Works with Claude, ChatGPT and other AI chats.
It is not a replacement for an accountant or a substitute for professional filing.