Finance Prompt Builder (Close and Reconciliation) by WiseYears Apps
$19.00
Ready-to-use AI prompts for bank, card, and ledger reconciliations, month-end close checklists, accruals, and flux analysis, with tone and length options.
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.
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Screenshot from the app.
What's inside
- Bank, credit card, general ledger, and payroll liability reconciliations
- Sales tax, intercompany, prepaid, and fixed asset rollforwards
- Month-end close and a close checklist with sign-off
- Accruals, prepaids, and ASC 606 revenue recognition
- Flux analysis and cash flow forecasts
Who it's for
- Bookkeepers and accountants closing the month and reconciling bank, card, and ledger accounts
Before you buy
Privacy tip: remove account numbers, Social Security numbers, and client names before you paste anything into an AI tool. Use labels like Account 1 or Client A.
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.
