Client Message Prompt Builder by WiseYears Apps
$15.00
Ready-to-use AI prompts for client messages: missing document requests, late invoice reminders, payment plans, and monthly updates. Runs in your browser.
Always check AI answers with a qualified professional. This is not tax, legal, or accounting advice.
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See how it works
The screenshots below are from the app, in the order you work through them.
Step 1
Open the app in your browser. There is no account and no install.
Step 2
Pick a task, fill in your details, and copy the finished prompt into your AI chat tool.
Screenshot
Screenshot from the app.
Screenshot
Screenshot from the app.
Screenshot
Screenshot from the app.
Screenshot
Screenshot from the app.
What's inside
- First and second requests for missing documents
- Friendly, firm, and final invoice reminders (about 7, 30, and 60 days late)
- Payment plan offers and payment received notes
- Monthly bookkeeping updates and books closed notices
- Delay notices and year-end checklist requests
Who it's for
- Bookkeepers who send document requests, invoice reminders, and monthly updates
Before you buy
Privacy tip: use a first name or a label like Client A instead of full names, and never include account numbers or Social Security numbers.
Runs in the browser. This is an app, not a spreadsheet. Checkout and delivery open in a new tab.
Checkout and delivery open in a new tab. One purchase is for your own bookkeeping.
