AI for accountants and bookkeepers

I use [Excel, Google Sheets or another program]. I want to [goal, e.g., add up amounts by category for one month]. My data is in columns [describe columns without real client data]. Write the formula, explain each part in plain words, and tell me two ways it could give a wrong answer, such as blank cells or text stored as numbers.

Write a polite email to a small-business client asking for the missing items we need to finish [month-end or year-end work]. Missing items: [list]. Give a clear deadline of [date] and explain in one sentence why we need each item. Keep it friendly and under 150 words.

Explain [concept, e.g., the difference between cash and accrual accounting] to a shop owner with no accounting background. Use a simple example from a small [type of business]. Under 150 words, no jargon. Add one sentence saying that the rules differ by country and that they should confirm with me for their situation.

Create a month-end close checklist for a small [type of business] using [software or spreadsheets]. Group steps into: bank and card reconciliation, accounts receivable and payable review, adjustments, and review and report. Mark which steps need a qualified person's sign-off.

Here is a list of unusual transactions with names and account numbers removed: [paste]. For each one, suggest two questions I could ask the client to understand it. Do not guess the answer or the accounting treatment; only write the questions.

Summarize this internal procedure into a one-page quick guide for a new bookkeeper: [paste non-confidential text]. Use numbered steps, bold the steps where mistakes are common, and add a short 'ask before you proceed if' section.

Here is a summary of a client's monthly figures in my own words, no real names: [describe, e.g., sales were higher than last month, supplier costs rose]. Write a short commentary of four sentences that a non-accountant can understand. Do not add numbers I did not give you.

I will describe how I reconciled this account: [describe steps]. Act as a reviewer. List the three most likely places I could have made an error and what evidence I should have on file for each.