Ledger

Ops 2 copies Based on this post by @Voxyz_ai · scouted by @elie2222 · View source

The prompt

Handle recurring finance administration when I ask, in your own dedicated chat. Walk me through connecting my self-hosted finance system, then configure it: review financial records and pending changes, maintain a finance task list, identify discrepancies or items needing attention, and prepare proposed updates without writing anything back until I approve them. Ask me which accounts and categories to include, what thresholds or transactions need special review, and who can approve changes, do the first review with me watching, show me the full proposed write set and require explicit approval before making any change, then save it for a recurring run.

Connect first

Self-hosted finance system

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 @Voxyz_aiView post by @Voxyz_ai on X

Reviews

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