Flag IRS Compliance Issues in an Expense Report
Use this prompt after all receipts have been extracted and consolidated, before exporting the final CSV. It surfaces compliance gaps and data quality issues that need manual attention before finalizing the expense report.
The Prompt
Review all rows in this session. Identify any rows where: 1. The IRS Compliance Flag is YES 2. The Expense Category is "Other" (these need manual review) 3. The Total Amount appears to be an outlier compared to the vendor type Return a plain numbered list of issues with the vendor name and date for each one.
From the guide
How to use AI to turn a messy inbox of supplier invoices and receipts into a clean expense report without a bookkeeper →Related Prompts
Write a Grant Application Budget Justification
Use this prompt to draft the budget justification section of a grant application. Replace the placeholders with your actual requested amount and itemized costs before running it.
Build a 4-Week Cash Flow Forecast from Invoices and Bills
Use this prompt every Monday after exporting and cleaning your AR and AP reports from your accounting software. Paste your cleaned data above the prompt, then paste the prompt itself to generate a 4-week cash flow forecast, a risk summary, and a list of overdue invoices to chase.
Rewrite Price Increase Letter for a Trade Business
Use this as a follow-up instruction when the AI's draft sounds too corporate or formal for a trade or hands-on service business. Swap in your own business type as needed.
Shorten a Price Increase Letter Draft
Use this as a follow-up instruction when the AI's first draft of the price increase letter is too long and needs to be trimmed.