Expense Categorization AI Prompts for Bookkeepers | WiseYears Apps

Builds ready-to-use AI prompts that sort transactions into your accounts, flag unclear items, and set up repeatable rules.

What it covers:

- Categorize a batch of transactions

- Flag unclear items and write questions

- Split mixed-use transactions and create vendor rules

- Capital asset or expense, personal or business

- Chart of accounts suggestions and a categorization policy

How it works: open the file in your browser, enter your unlock code once, pick a task, fill in your details, and copy the prompt into any AI chat tool. Works offline. Your entries stay on your device.

Privacy tip built in: Paste the vendor, date, and amount only. Remove account numbers, card numbers, and customer names before you paste transactions into an AI tool.

What you get: one ZIP with the HTML app file and a how-to guide PDF. Your unlock code comes with your purchase.

Want all seven? Get the Bookkeeping Prompt Builders Bundle.

Please note: 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