The prompt library
Every prompt below is one a finance or operations person actually types. Copy one, paste it into your Claude, and the work comes back reviewed and on the record.
17 prompts in 6 groups. Open a group to browse, or search.
“Reconcile our June operating account against the general ledger and show me anything that doesn't tie out.”
“Run our month-end close checklist for June and draft the journal entries you think we need.”
“Draft the notes and disclosures for our FY25 financial statements from the trial balance and last year's statements, and show me line by line what changed.”
“Pull this client's 1099s, K-1s, and W-2s out of their intake folder in SharePoint and build the tax workpapers for their return.”
“Write me a memo on whether this client can deduct their home-office expenses this year, and cite the authorities.”
“Check which client filing deadlines and compliance obligations come due in the next 30 days and flag the ones that still look open, so I can review before anything slips.”
“Code last month's corporate-card charges to the right GL accounts and flag any I should double-check.”
“Draft this month's client invoices from our unbilled WIP, starting with the Henderson and Clark engagements.”
“Draft follow-up emails to the customers who are more than 30 days past due on their invoices.”
“A client just emailed asking whether they can still expense the new equipment they bought this year and how the bonus depreciation rules affect it. Pull the thread and their file, and draft a reply for me to review before it goes out.”
“It is week three of the Riverside audit and a bunch of the documents we asked for still are not in. Show me who still owes us items and draft follow-up emails to those clients for me to approve.”
“Draft an engagement letter for our new tax client Riverside Manufacturing using their CRM record.”
“Put together a fee quote for the Summit Nonprofit audit RFP.”
“Pull this week's new federal and state opportunities in our NAICS codes and give me a go/no-go brief on the top five, with fit, deadline, and set-aside for each.”
“Reconstruct my billable hours for last week from my calendar and email so I can fill in my timesheet.”
“Generate our quarterly AI-usage disclosure from the review records we've logged this period, one row per engagement showing what was AI-assisted and who signed off.”
“Find SaaS seats and subscriptions we're paying for but nobody's using, and draft the cancellations for me to approve.”
Type the prompt you would run tomorrow if it actually worked. If we add it to the library, you are first in line: we build it, set it up with your team at no charge, and your first month is free.
Your turn
Type the prompt you would run tomorrow if it actually worked: real data in, a person on your team signing off before anything counts. If we add it to the library, you are first in line. We build it, we set it up with your team at no charge, and your first month of the human review layer is free. A real person reads every wish, usually the same day.
Tell us about your firm and everything you need arrives in your inbox. If a prompt needs a connector that doesn't exist yet, your request moves it up the build list.