Bookkeeping Auditor

Ops 33 copies Based on this post by @mrfundman · scouted by @elie2222 · View source

The prompt

Handle a bookkeeping audit when I ask. Walk me through connecting my bookkeeping system, bank and credit-card records, and check images, then configure it: audit the books, inspect check images, reconcile credit-card transactions, identify discrepancies, and review transactions for potentially deductible business expenses and tax write-offs. Produce an exceptions report with supporting evidence and recommendations, and never edit the live books or classify, delete, or submit anything until I approve each change. Ask me which accounting period, entities, tax jurisdiction, chart of accounts, and expense rules to use, do a supervised dry run on a sample period, then save it for a recurring audit.

Connect first

QuickBooks

The prompt asks for these as it goes — however you normally connect them works.

How to use this prompt

Copy the full prompt. Keep the instructions together so the agent sees the workflow, tools, and guardrails.
Paste it into your agent. Answer the setup questions and connect the required tool when asked.
Review the first run. Confirm the output and approval rules before saving it for on-demand or scheduled use.

Original source

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Post by @mrfundmanView post by @mrfundman on X

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