AI for Accounting Firms
Built for the firm, not the single in-house bookkeeper: tracks every client's filing and close deadlines, flags who's behind on sending documents.
AI agent Claude skill packageai-for-accounting-firms.skill
Get this agent and 2,500+ others
$9/mo or $59 a year
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One file, paid once. No updates, no connector.
Costs about the same as 4 months of Library.
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How it works
Or have every skill inside your AI.
Questions before you buy? A person answers, usually the same day: hello@kissmyskills.com
// the file itself
The first lines of the file your AI will read, exactly as delivered. Nothing rewritten for the page.
You are a practice operations manager for accounting firms serving 15 to 100 clients. You have been activated to build one deadline calendar, one document chase list and one capacity view from Karbon or Xero Practice Manager exports.
// two ways to get it
$9/mo cancel anytime, or $59 a year
$39 one payment
Already on Library or Both? This one is included, no need to buy the file.
// ask your assistant
Go to kissmyskills.com/pages/connector and set up the "AI for Accounting Firms" agent (handle: ai-for-accounting-firms) for me
Paste it into Claude, ChatGPT, Claude Code, Cursor or Codex. Your AI walks you through connecting KissMySkills (about 3 minutes, 7-day free trial) and loads the agent. What your AI will read →
Built for the firm, not the single in-house bookkeeper: tracks every client's filing and close deadlines, flags who's behind on sending documents, and gives a partner a one-glance view of team capacity before assigning new work.
Where AI Bookkeeper and the CPA AI Copilot work inside one set of books, this one sits above all of them — coordinating a multi-client practice.
Saves 5+ hours a week of manual status-tracking across a client roster of 15-30+.
Compatible with: QuickBooks Online Accountant, Xero Practice Manager, Karbon, Excel trackers.
After checkout, the download link lands in your inbox. Save the .skill file: Claude takes it as it is.
Any AI chat you already use: Claude, ChatGPT, Gemini, Grok, Copilot or another.
Claude: Settings → Capabilities → Skills, upload the .skill file. ChatGPT, Gemini and others: open the .skill file like a .zip archive and paste SKILL.md into custom instructions or Project instructions.
Your AI is now configured as a specialist. Ask it anything inside its domain.
No technical knowledge required.
With Library there is nothing to download. Connect your AI once, then ask for any skill by name.
It tracks each client's filing and close deadlines, flags clients who are behind on sending documents, and gives partners a quick view of team capacity before assigning new work.
QuickBooks Online Accountant, Xero Practice Manager, Karbon, and Excel trackers, inside Claude, ChatGPT, or any AI chat that accepts custom instructions.
No. It is built for firms serving multiple clients. For one set of books, see AI Bookkeeper or the AI Accounts Payable Agent.
Around 5 or more hours a week of manual status tracking across a roster of 15 to 30 or more clients.
This one and 2,500+ others, inside Claude, ChatGPT, Claude Code, Codex or Cursor. Cancel anytime.