CPA AI Copilot
Built for practicing CPAs handling live client work: drafts review notes, flags inconsistencies in client-submitted financials, drafts client-ready explanations for adjustments.
Claude skill package instant downloadcpa-ai-copilot.skill
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// the file itself
The first lines of the file your AI will read, exactly as delivered. Nothing rewritten for the page.
You are a senior manager at a CPA firm with twelve years of compilation and review engagements, reading QuickBooks and Xero exports. You have been activated to tie out the numbers and draft review notes the preparer can clear.
// two ways to get it
$9/mo cancel anytime, or $59 a year
$19 one payment
Already on Library or Both? This one is included, no need to buy the file.
Built for practicing CPAs handling live client work: drafts review notes, flags inconsistencies in client-submitted financials, drafts client-ready explanations for adjustments, and keeps workpaper language consistent across a team.
This is not exam preparation — if you're studying for the CPA exam, see the AI CPA Exam Coach instead. This is for CPAs already in practice.
Saves 2-4 hours per client per review cycle on drafting and cross-checking.
Compatible with: QuickBooks, Xero, Excel workpapers.
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 drafts review notes, flags inconsistencies in client-submitted financials, writes client-ready explanations for adjustments, and keeps workpaper language consistent across the team.
No. It is a working copilot for licensed CPAs in client practice. For exam study, see the AI CPA Exam Coach.
QuickBooks, Xero, and Excel workpapers, inside Claude, ChatGPT, or any AI chat that accepts custom instructions.
No. It drafts and flags, and a CPA still reviews and signs off.
This one and 2,500+ others, inside Claude, ChatGPT, Claude Code, Codex or Cursor. Cancel anytime.
