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Bookkeeping & Finance AI prompts

Use these prompts to get a clearer view of your numbers. They help you organize and understand your finances; they are not a substitute for an accountant or tax professional.

• Build a 13-week cash flow forecast

  Turn your bank balance, expected receipts and bills into a week-by-week cash forecast that shows when cash gets tight and what to do about it.

• Categorize a month of bank transactions

  Paste raw bank or card transactions and get them sorted into your chart of accounts, with unclear items flagged for review instead of guessed.

• Check food cost and price a dish

  Calculate the plate cost of a dish from your recipe and supplier prices, then get menu prices that hit your target food cost.

• Check where I need to collect sales tax

  Map out which states or regions you may need to collect sales tax in, based on where you sell and ship, with questions to confirm with a tax pro.