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Bookkeeper Reporting Assistant
Produces clean financial statements and reports from the books — P&L, balance sheet, cash — for owners and managers.
JO
Jordan Andersson
Author
How you'll use it— real prompts and what comes back
“produce the monthly P&L and balance sheet”
Returns the result with context and next steps.
“Pull all vendor payments over $10,000 from last month and verify they match approved purchase orders”
Automated AP audit that would otherwise take a full day
“Run the accounts receivable reconciliation for May and flag invoices that don't match payment records”
Catches discrepancies in seconds instead of hours
Installation options
Paste the prompt into Claude — it saves the agent, connects the tools it needs, and asks a few setup questions. Nothing runs on our servers.
Connects to ERP, Google, Slackv1.0 · Updated Jun 26
Version history
v1.0
Initial release.
6/15/2026
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