AI Prompts for Bookkeepers: 7 Prompt Builder Apps | WiseYears Apps

Buying all 7 apps separately costs $109.

Seven small apps that build ready-to-use AI prompts for the bookkeeping work you do every week. Pick a task, fill in your details, and copy a complete prompt into ChatGPT, Claude, Grok, or Gemini.

A prompt pack gives you a page of text with [brackets] to fill in by hand. These apps do the filling for you. Choose what you need, type your details once, and the prompt builds itself as you type, ready to copy or download.

What is inside:

- Client Message Prompt Builder: document requests, invoice reminders at about 7, 30, and 60 days late, payment plans, and monthly updates.

- Client Onboarding and Cleanup Prompt Builder: intake questionnaires, scope, triage of inherited books, and cleanup plans.

- Expense Categorization Prompt Builder: batch categorizing, unclear item questions, vendor rules, and categorization policies.

- Report Commentary Prompt Builder: flux and budget versus actual commentary, executive summaries, and owner or board memos.

- Spreadsheet Formula Prompt Builder: Excel and Google Sheets formulas for matching, aging buckets, running balances, and more, with a test you can check.

- Tax Prep and Notice Prompt Builder: records checklists, 1099 prep, and plain-language notice explanations drafted for a professional to review.

- Finance Prompt Builder (Close and Reconciliation): bank, card, and ledger reconciliations, month-end close checklists, accruals, and flux analysis.

Why it helps:

- Works offline in your browser. No account, no subscription, no install.

- Your entries stay on your device, and each app shows a privacy tip for what never to paste into an AI tool.

- Works with any AI chat tool.

- One unlock code opens all seven apps.

What you get: one ZIP with 7 HTML app files, a how-to guide PDF for each app, and a Start Here PDF. Your unlock code comes with your purchase.

Please note: these apps write prompts. Always check AI answers with a qualified professional. This is not tax, legal, or accounting advice. Digital download.

Watch the walkthrough video: https://youtu.be/nxnKOgTkCL4