Workflow Templates

Use these templates to jumpstart yourself or inspire you to make your own.

Close Books

Recurring controls, reconciliations, and reviews that surface exceptions early.

1 Automation · 2 Skills

QuickBooks Quality Review

Find duplicates, missing payees, and bookkeeping exceptions with evidence for review.

[Review QuickBooks for duplicates and missing payees

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1 Automation · 1 Skill

Bank Statement Collection

Retrieve, validate, and file the correct statements by account and period.

[Collect this month’s bank statements

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1 Automation · 3 Skills

Daily Transaction Coding

Code routine transactions with rationale and isolate uncertain items for review.

[Code transactions and flag exceptions

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1 Automation · 2 Skills

Continuous Book Review

Flag material financial changes early, with baselines, evidence, and clear owners.

[Find unusual changes before month-end

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1 Automation · 1 Skill

Bank Reconciliation

Tie each account to its statement and explain every unresolved difference.

[Prepare this month’s bank reconciliation

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1 Automation · 2 Skills

E-Commerce Reconciliation

Reconcile sales, fees, refunds, inventory, and COGS across commerce channels.

[Reconcile sales and COGS across channels

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1 Automation · 1 Skill

Payroll Tie-Out

Tie payroll, taxes, liabilities, payments, and fees to QuickBooks before posting.

[Tie payroll to QuickBooks before posting

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1 Automation · 1 Skill

Inventory Valuation

Reconcile inventory quantities and costs across locations and in-transit stock.

[Reconcile inventory across locations

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Serve Clients

Turn scattered messages, documents, and activity into clear client work.

1 Automation · 1 Skill

Client Knowledge Brief

Keep a cited brief of client decisions, risks, owners, and open work.

[Brief me on this client’s latest changes

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1 Automation · 1 Skill

Meeting Actions

Turn transcript commitments into assigned actions with dates and source links.

[Pull owners and next steps from this meeting

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1 Automation · 1 Skill

Client Inbox Triage

Classify client requests, documents, decisions, and follow-ups into a review queue.

[Turn this client inbox into a review queue

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1 Automation · 2 Skills

Client Status Brief

Give teams a sourced view of completed work, blockers, owners, and next steps.

[Summarize what’s done, blocked, and waiting

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1 Automation · 2 Skills

Engagement Readiness

Show which engagements are ready, blocked, stale, or still missing evidence.

[Show blocked engagements and missing items

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1 Automation · 2 Skills

Reimbursement Invoice Draft

Turn approved receipts into a deduplicated invoice draft with supporting evidence.

[Draft an invoice from approved receipts

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1 Automation

Booking & Payment Alerts

Alert the right owners when bookings, commissions, or payments change.

[Alert me when bookings or payments change

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1 Automation · 1 Skill

Portal Documents

Retrieve, validate, and file requested documents from authorized portals.

[Gather missing documents from this portal

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Advise Better

Convert trusted financial context into focused decisions and deliverables.

1 Automation · 2 Skills

Board Reporting

Turn reconciled results, charts, and commentary into a reviewable board package.

[Prepare a board-ready reporting package

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1 Automation · 2 Skills

Advisory Dashboard

Publish approved financial and operating results in a client-ready dashboard.

[Turn results into a client-ready dashboard

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1 Automation · 2 Skills

Medical Revenue Review

Reconcile billing, payments, adjustments, and revenue to surface supported exceptions.

[Review medical revenue for leakage and coding issues

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1 Automation · 1 Skill

Owner Advisory Brief

Bring the most material issues, risks, and decisions into the next advisory call.

[Find what matters for the next client meeting

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1 Automation · 1 Skill

Tax Strategy Review

Surface material tax-planning questions, changes, and assumptions for advisor review.

[Surface tax-planning questions for review

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1 Automation · 1 Skill

Exit Readiness

Score exit readiness with evidence, priority gaps, owners, and practical next actions.

[Score exit readiness and show what to improve

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1 Automation · 1 Skill

Forecast Change

Turn an approved meeting decision into a forecast change with model impact.

[Prepare a forecast change from this meeting

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1 Automation · 1 Skill

Site Profitability

Compare location economics and explain which sites need attention and why.

[Show which locations need action

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Deliver Work

Move documents and accounting data through controlled, reviewable workflows.

1 Automation · 2 Skills

Accounting Workpaper

Draft a source-backed accounting conclusion, proposed entries, and open questions.

[Draft a workpaper for this accounting treatment

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1 Automation · 2 Skills

Real-Estate Closings

Prepare balanced real-estate closing entries with schedules and source support.

[Prepare entries for this real-estate closing

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3 Automations · 4 Skills

Lender-Ready Cleanup

Prioritize the cleanup, evidence, and owners required before lender diligence.

[Find what to fix before lender review

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1 Automation · 1 Skill

Donation Sync

Prepare validated donation invoices and matched payment records in Xero.

[Draft Xero invoices and payments from donations

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1 Automation · 1 Skill

Tax Notice Review

Compare a tax notice with filings, payments, and ledger evidence to explain differences.

[Reconcile this tax notice to filings and payments

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1 Automation · 2 Skills

Tax Data Entry

Extract tax-document data into review-ready entries with page and field references.

[Prepare tax entries from these documents

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1 Automation

Procurement Matching

Match purchase documents to the correct procurement record and route exceptions.

[Match this PO to the right procurement record

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1 Automation · 2 Skills

Multi-Entity Migration

Map and reconcile multi-entity history for a controlled ERP migration.

[Plan this multi-entity QuickBooks-to-ERP migration

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Grow Firm

Find, route, and act on relationship, capacity, and account opportunities.

3 Automations · 3 Skills

Account Expansion

Surface evidence-backed expansion signals and recommend the right owner action.

[Find expansion opportunities in current accounts

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1 Automation · 2 Skills

Stale Work

Find stalled work, explain each blocker, and route the next action to its owner.

[Show what’s stuck and who needs to act

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2 Automations · 2 Skills

Meeting Prep

Prepare a sourced account brief with focused talking points and meeting questions.

[Build a brief for tomorrow’s prospect meeting

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1 Automation · 2 Skills

Prospect Qualification

Apply explicit ICP rules and identify qualified firms and relevant decision-makers.

[Find firms that fit this ICP and the right contacts

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1 Automation · 1 Skill

Referral Routing

Route referrals through the required path while preserving partner attribution.

[Route referred leads to the right partner

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1 Automation · 1 Skill

Warm Follow-Up

Draft a specific follow-up grounded in the meeting, relationship, and next step.

[Draft a personal follow-up from this meeting

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1 Automation · 1 Skill

Staffing Match

Rank staffing options by skills, availability, capacity, and engagement needs.

[Match this engagement to available staff

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1 Automation · 1 Skill

Client System Map

Map client systems, owners, data movement, triggers, and workflow handoffs.

[Map this client’s systems, owners, and handoffs

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