Don’t know how to code? No problem. Use this 3-step ChatGPT workflow to generate custom Excel VBA macros that automate repetitive bookkeeping tasks, formatting, and cleanups.
Stop wading through 50-email chains to find one missing receipt. Use this 3-step Gemini AI workflow to extract financial facts, identify missing documents, and draft client queries instantly.
Stop manually typing data from client PDFs. Learn how to use ChatGPT’s Advanced Data Analysis to accurately extract transactions from complex bank statements into import-ready CSVs.
Stop wondering if that new vendor is a shell company. Learn the exact Perplexity AI workflow bookkeepers use to audit vendor data, check addresses, and flag scams instantly.
Stop manually downloading and filing client email attachments. Learn the exact Zapier workflow to automatically capture, label, and save receipts to Google Drive or Dropbox.
Stop searching for “scan001.jpg” during audits. Learn how bookkeepers use ChatGPT to design bulletproof, scalable document naming conventions that keep source documents organized.
Stop manually fixing date formats and trimming whitespace. Learn the exact Excel Copilot prompts bookkeepers use to turn messy client exports into audit-ready tables instantly.
Learn how bookkeepers use ChatGPT’s vision capabilities to turn piles of receipts into structured, categorized CSV data ready for QuickBooks or Xero.
Stop manually trawling 50 state department of revenue sites. This Perplexity workflow helps bookkeepers identify economic and physical sales tax nexus exposure in minutes, not days.
Stop seeing clients’ eyes glaze over. Use this 3-step Claude AI workflow to translate complex bookkeeping terms into clear, relatable analogies that clients actually understand.
