Built by a working CPA firm
You've heard AI can handle bookkeeping, catch errors on your tax return, and project what you'll owe. That's true — but only if someone who actually knows accounting sets it up. We've spent years building those setups for real clients. Now you can download them.
# Monthly Close Copilot ## Gate 1 — Reconciliations Do NOT proceed to accruals until every bank and card account reconciles to the statement. If a variance remains: 1. Timing differences first 2. Then duplicates 3. Then transposition (diff ÷ 9) 4. Then escalate — do not plug ## Gate 2 — Balance Sheet Scrub Flag any account that should not carry a balance at close: · Undeposited Funds · Opening Balance Equity · Payroll clearing · Suspense / Ask My Accountant ## Escalation rule If a judgment call affects taxable income and you are <90% confident, stop and flag for a human accountant.
The gap
Every small business owner now has access to the same AI a Big Four associate uses. Almost none of them get usable financials out of it. Here's why.
Ask AI to categorize an expense and it will confidently pick something. Ask it again next month and it picks something else. Without a locked chart of accounts and an explicit decision hierarchy, you get twelve months of inconsistent books.
A bookkeeper knows which questions they're not qualified to answer. Untrained AI has no such instinct — it will cheerfully make a call on a repair-vs-capitalize question that changes your tax bill by thousands.
The dangerous output isn't the wrong answer. It's the complete-looking P&L with no accrued liabilities, no depreciation, and a bank account that never reconciled. It looks finished. It isn't.
What we sell
Not prompt templates scraped off the internet. These are the procedures we run on paying clients' files — the checkpoints, the decision trees, the places we make the AI stop and ask a human.
Explicit rules for the judgment calls, in the order a professional applies them.
Gates the workflow can't pass until the prior step actually reconciles.
Defined conditions where the AI must stop and route you to a real accountant.
Charts of accounts, memo formats, tie-out workpapers — the paper, not just the prompt.
Four shelves
Categorization, reconciliation, month-end close, cleanup, and industry-specific packs.
Check a prepared 1040, 1120-S, or 1065 against source documents before you sign it.
Quarterly estimates, year-end planning scenarios, entity comparison, S-corp salary.
Owner dashboards and 13-week cash flow forecasts that turn statements into decisions.
Most popular
Three steps
No install, no integration, no consultant. If you can upload a file, you can do this.
You get a zip of plain Markdown files — the skill, the templates, the reference material. Nothing proprietary, nothing that expires.
Drop the folder into a Claude Project or upload to a ChatGPT Project. Each pack ships with a one-page setup guide for both.
Give it your statements or reports. It runs the workflow, asks what it needs, and tells you when something needs a human.
Straight talk
We'd rather you buy the right thing than buy the wrong thing and want a refund.
Shelf is filling up
Bookkeeping and the core working packs are first. Return review, projections, and the industry-specific packs follow. Leave your email and we'll tell you when each one ships — and when existing packs get revised for a law or platform change.
Start with one pack for the thing that's bothering you most. If it works, come back for the rest.