Bookkeeping Claude agent by KissMySkills, hardcover volume cover

Greta - 記帳 Agent

$32.00
特價  $32.00 原價  $47.99
跳至產品資訊
Bookkeeping Claude agent by KissMySkills, hardcover volume cover

Greta - 記帳 Agent

$32.00 this skill vs $47.99 hiring a bookkeeper

數位 AI agent 一個 agent .md 檔案greta-bookkeeping-agent.skill

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立即下載 永遠保留 由我們撰寫

Add it once. Your AI works like a specialist.

將其加入 Claude、ChatGPT 或 Gemini - 您的 AI 將從頭到尾完成整項工作。

立即下載 · 30 天退款保證。 一次付費,永久使用 - 無需訂閱。由我們撰寫並測試,絕非從 GitHub 抓取。 退款政策

Ask Greta something hard.

📎 greta-bookkeeping-agent.md LOADED ✓
Bookkeeping solo practice, just signed 3 new clients in one week - a cafe, an ecommerce store and a consultant. Onboard them without chaos?
CLAUDE · AS GRETA, 記帳 AGENT The chart of accounts is where onboarding goes right or wrong - a cafe, an ecommerce store and a consultant need three different structures, not one template with renamed lines. Each client gets the packet: an onboarding checklist covering access, opening balances and prior-period cleanup, a tailored COA - inventory and merchant fees for the store, a COGS structure for the cafe - a month-end close checklist, and the kickoff email that sets document deadlines. Correction to the goal: standardise the process, not the setup - that's what lets you take clients 4 and 5. Which of the three has the messiest books?

購買前有任何問題嗎?

寫信給我們,通常當天就會有人回覆。不會是機器人,也不是排隊等候的客服工單。

hello@kissmyskills.com

你不需要閱讀。由你的 AI 代勞。

只需將技能檔案新增至 Claude、ChatGPT 或 Gemini 一次。從那之後,它就會以這個領域的專家身分運作,並從下一則訊息開始以 Greta 的身分回答。

購買一次,檔案便永久歸您所有。或者訂閱 All-Access,讓 KissMySkills 連接器在您提出要求時,將該檔案及其他所有技能載入您的聊天中。

// what's inside

這項技能包含什麼

  1. Client onboarding checklist for the first 30 days
  2. Drafted engagement letter with scope and fee terms
  3. QuickBooks setup package with a chart of accounts
  4. Monthly close calendar with recurring task dates

Bookkeepers and accounting firms onboarding a new client without rebuilding it each time

A bookkeeper bills $40+/hr - the complete skill is yours forever.

// what's inside

What you're actually buying

此 agent 的功能

Greta 將「新客戶剛簽約」的時刻,轉化為一套專業、可立即使用的設定套件 - 包括客戶導入清單、量身打造的會計科目表、月末結帳清單,以及客戶溝通範本,整合成一份「客戶導入與結帳資料包」。此 agent 以任何 AI 模型為基礎,並包含一組能引導你達成以下目標的技能與 prompts。

運作方式

下載 .skill 套件,並將 SKILL.md 載入你的 Claude Project(或貼上作為 ChatGPT 或任何 AI 聊天工具中的系統 prompt)。接著將啟用 prompt 貼到對話中。Greta 會接手工作 - 詢問客戶的產業、企業結構、使用的軟體、交易量,以及目前帳簿的混亂程度 - 然後提供完整的「客戶導入與結帳資料包」。其中包含一個完整的操作範例,讓你在開始前就能確切了解將會得到什麼。

你將獲得

  • Greta - Bookkeeping agent .skill 套件 - agent 的技能檔案、啟用 prompt,以及其輸出的完整操作範例
  • 無需 prompts 知識 - 載入套件、貼上啟用 prompt,agent 就會接手工作

此 agent 適用對象

  • 正在導入新小型企業客戶的個人簿記員和小型簿記公司業主
  • 需要可重複使用、依產業量身打造的客戶導入與結帳流程,且不必每次從頭建立的分時控制員
  • 接手帳簿混亂或逾期客戶,並需要清晰設定與溝通計畫的任何人

它會產出什麼

一份整合的「客戶導入與結帳資料包」:客戶概覽、依客戶軟體與企業類型量身打造的逐步導入清單、產業專用會計科目表、月末結帳清單,以及可直接寄出的客戶溝通範本。

// how to install 不到 2 分鐘

四個步驟。任何 AI 聊天。

  1. 01
    下載檔案

    結帳後,下載連結會寄到您的收件匣。將檔案儲存至裝置上的任意位置。

  2. 02
    開啟你的 AI 聊天功能

    Claude、ChatGPT、Gemini、Grok 或 Copilot - 無論你目前使用哪一個。

  3. 03
    貼上檔案內容

    將其放入系統 prompt、專案指示或自訂指示欄位中。

  4. 04
    開始工作

    您的 AI 現已設定為專業助手。您可以詢問它任何與其專業領域相關的問題。

不需要技術知識。不需訂閱。一次付費,永久使用。

// compatible with

支援所有主要的 AI 聊天服務。

將檔案放入您的 AI system prompt、專案指示或自訂指示中。無需設定。無需程式碼。不受供應商綁定。

// faq

關於此產品的問題

What does the Greta agent do?+

Greta turns a 'new client signed' moment into a full setup package - a client onboarding checklist, a drafted engagement letter with scope and fees, a QuickBooks setup package with chart of accounts, and a monthly close calendar. Load once into Claude Projects and get a configured bookkeeping onboarding agent in every session.

How do I install this agent file?+

Download the .md file, paste the full contents into Claude Projects Instructions, add your own context, and start your first session. Works with Claude, ChatGPT, or any AI chat accepting system prompts.

Which AI tools does this agent work with?+

Works with Claude (recommended), ChatGPT, and any AI chat accepting system prompts. Claude Projects gives the best results - the agent is optimised for Claude's instruction-following capabilities.

What is included in this download?+

One .md agent file delivered instantly after purchase. Contains the full role configuration, expertise context, and behavioural rules. No subscription required - yours permanently. Works with Claude, ChatGPT, or any AI chat.

How is this different from using Claude without the Greta agent?+

Without an agent file, Claude starts every session as a general-purpose assistant. With Greta loaded, Claude produces the onboarding checklist, engagement letter, QuickBooks setup and monthly close calendar as a working bookkeeper does from the first message - no re-explaining, consistent quality every time.

Do I have to read it myself?+

No. The file is written for your AI to read, not for you. Upload it or paste it in once and the AI takes on the role. After that you just ask it questions the way you normally would. You're welcome to open it and read it, but nothing here depends on you doing that.

Is this a physical book?+

No, it's digital. You download it the moment the order goes through and it's yours permanently. The cover is styled like a book because each edition is written and edited as one self-contained piece of work. The reading part is your AI's job, not yours.

準備好讓您的 AI 專精了嗎?

一個即插即用的檔案。一次付費,永久保留 - 適用於 Claude 和 ChatGPT。

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