AI Hub

Articles, guides and copy-paste prompts to help bookkeepers and business owners use AI confidently โ€” without the tech overwhelm. All free.

Free Prompts Articles Guides

AI doesn't have to be complicated

I'm not a tech person โ€” I'm a bookkeeper who discovered that AI tools can save serious time when you know how to use them properly. Everything in this hub is practical, tested and written in plain English. No hype, no jargon.

Free AI Prompts

These prompts work with ChatGPT, Claude or any AI assistant. Click "Copy" and paste straight into your AI tool of choice.

๐Ÿ“ง Client Communication

Chase an Overdue Invoice Politely

Generates a professional, firm but friendly follow-up email for a client with an outstanding invoice.

Write a professional but warm email to a client who has an invoice [INVOICE NUMBER] for $[AMOUNT] that was due on [DATE]. The tone should be polite but firm. Include a request to pay by [NEW DEADLINE] and offer to answer any questions. Sign off from [YOUR NAME] at [BUSINESS NAME].
๐Ÿ“Š BAS & GST

Explain a BAS Item to a Client

Turns a confusing BAS line item into plain English your client can actually understand.

Explain what [GST/PAYG/Fuel Tax Credit/etc.] means on a Business Activity Statement (BAS) in simple, plain English. Write as if you're explaining to a small business owner who has no accounting background. Keep it under 150 words and avoid jargon.
๐Ÿ” Reconciliation

Write a Bank Rec Summary for a Client

Summarises your reconciliation findings in a clear, client-friendly format.

Write a short summary email to my client explaining that I have completed the bank reconciliation for [MONTH]. The ending balance is $[AMOUNT]. There were [NUMBER] unreconciled items which have been noted. Use a professional but friendly tone and ask them to review and confirm any unusual transactions. Keep it under 100 words.
๐Ÿ“… EOFY

End-of-Year Document Request Email

Professionally requests all the information you need from a client to close off their financial year.

Write a professional email to my bookkeeping client asking them to provide the following documents for the end of the financial year: [LIST DOCUMENTS]. The deadline is [DATE]. Explain why each item is needed in one sentence. Keep the tone warm and helpful, not demanding. Sign off as [YOUR NAME].
๐Ÿ’ผ Business Planning

Analyse My Cash Flow Statement

Paste in your numbers and get a plain-English summary of what they mean for your business.

Here is my cash flow data for the last [NUMBER] months: [PASTE YOUR DATA]. Please analyse this and explain in plain English: 1) Whether my cash flow is healthy, 2) Any patterns or trends I should be aware of, 3) One or two practical actions I could take to improve it. Write for a small business owner, not an accountant.
๐Ÿค New Clients

Write a Welcome Email for a New Bookkeeping Client

A warm, professional welcome email that sets expectations and builds confidence from day one.

Write a warm, professional welcome email to a new bookkeeping client named [CLIENT NAME] at [BUSINESS NAME]. Include: a warm welcome, a brief overview of the onboarding process, what they can expect from me, and the next steps (e.g. send documents, schedule a call). Sign off from [YOUR NAME] at [YOUR BUSINESS]. Keep it friendly and reassuring.

Want 50 more prompts like these?

The Bookkeeper AI Prompt Pack includes 50 ready-to-use prompts across every common scenario โ€” client emails, reconciliations, reports, workflows and more.

Get the Full Prompt Pack โ€” $27 โ†’

Articles & Guides

Practical reads on AI, bookkeeping and running a better business. Written from the road, based on real experience.

๐Ÿค–
Getting Started with AI

How to Use AI as a Bookkeeper (Without the Fear)

A practical, no-jargon introduction to using ChatGPT and Claude in your bookkeeping practice. Where to start, what to watch out for, and what AI genuinely can't do.

5 min read ยท Free
๐Ÿ“Š
BAS & GST

5 AI Prompts That Make BAS Season Easier

Copy these prompts straight into ChatGPT to speed up your BAS prep, write client updates and get your reconciliation notes into shape fast.

4 min read ยท Free
๐Ÿ’ก
Small Business Finance

Understand Your Cash Flow in Under 10 Minutes

A dead-simple framework for sole traders to understand where their money is going โ€” and what to do when the numbers don't look right.

6 min read ยท Free
๐Ÿ”
AI Safety & Privacy

What NOT to Put in ChatGPT (Client Data & Privacy)

Important reading for any bookkeeper using AI. What data is safe to share, what's not, and how to use AI tools responsibly with client information.

5 min read ยท Free
๐Ÿ“ˆ
Growing Your Practice

How I Use AI to Save 5 Hours Per Week in My Bookkeeping Practice

The real workflows and tools I use every week to speed up client communication, documentation and admin. From someone who actually does this work.

8 min read ยท Free
๐Ÿงพ
Tax & Compliance

GST for Sole Traders: The Honest Beginner's Guide

When you need to register, what you can claim, how to calculate it and what to do when you get it wrong. Plain English, no accountant speak.

7 min read ยท Free

Guides & Cheat Sheets

๐Ÿ‡ฆ๐Ÿ‡บ

Australian Tax Key Dates โ€” FY2025

BAS due dates, PAYG deadlines, STP lodgement dates and income tax return due dates โ€” all in one place.

  • ๐Ÿ“… Q1 BAS: 28 October
  • ๐Ÿ“… Q2 BAS: 28 February
  • ๐Ÿ“… Q3 BAS: 28 April
  • ๐Ÿ“… Q4 BAS: 28 July
  • ๐Ÿ“… Tax Return: 31 October (self-lodgers)
Free Reference
๐Ÿค–

AI Tool Comparison โ€” ChatGPT vs Claude vs Gemini

A quick-reference guide to the main AI tools, what they're each best for, and what to use them for in a bookkeeping context.

  • ๐Ÿค– ChatGPT โ€” best for general prompting & emails
  • ๐Ÿค– Claude โ€” best for long documents & analysis
  • ๐Ÿค– Gemini โ€” best for Google Workspace users
Free Reference
๐Ÿ“‹

GST Quick Reference Card

GST registration threshold, taxable supplies, input tax credits, BAS codes and common GST-free items โ€” all on one page.

  • โœ“ Registration threshold: $75,000
  • โœ“ GST-free vs Input-taxed explained
  • โœ“ Common BAS codes at a glance
Free Reference
๐Ÿ’ผ

Sole Trader vs Company โ€” Key Differences

A plain-English comparison of the two most common business structures in Australia โ€” tax treatment, liability, reporting and more.

  • โœ“ Tax rates & treatment
  • โœ“ Personal liability
  • โœ“ Reporting obligations
Free Reference