Replace QuickBooks with 8 Claude prompts that handle reconciliation, categorisation, AR chasing, and month-end close. Built for founders and bookkeepers who want clean books for $20 a month.
Never used Claude? It is free and takes 30 seconds to open. Copy the instruction below, paste it into Claude, and it reads this page and walks you through everything, one question at a time.
A short instruction plus a link to this page lands on your clipboard. First copy asks for your email once. That unlocks every button across the whole library.
Free account, no card, 30 seconds. This tab stays open so you can come back.
Open claude.ai ↗Claude reads this page, asks which computer you are on, then guides you step by step until it works. If anything errors, tell Claude what you see, and it fixes it with you.
I want to start running the Claude Bookkeeping Stack from the Goodbye QuickBooks bundle against my own books. Walk me through it.
This is NOT a Terminal or coding install. There is no `git clone`, no `npm install`, no PowerShell. It is all inside the Claude app (claude.ai in a browser OR the Claude desktop app). Treat me like a business owner or bookkeeper who has never touched code.
What I am setting up: nothing on my machine. I am creating a Claude Project so the 8 bookkeeping prompts in the vault on this page can read my bank data and produce outputs (reconciliations, categorised ledgers, AR chases, payroll checks, month-end close, cash forecast, a board-ready P and L). Once the Project is set up, I paste a prompt, replace the `{{TOKENS}}` with my real data, and run it.
Walk me through this, one step at a time. Wait for me to confirm each step before moving on:
1. Open a browser. Go to `claude.ai`. Sign in (or sign up, the free plan works for the first prompt; Pro at $20 a month is what you want for real monthly books).
2. In the left sidebar, click "Projects". Click "Create Project". Name it "Bookkeeping".
3. In the Project Knowledge section, paste these 4 things one at a time (I will tell you what to copy):
- My business profile (entity type, fiscal year end, cash or accrual basis)
- My chart of accounts, if I have one (export from QuickBooks/Xero, or I will let prompt 03 propose one)
- My data redaction rule (never paste full bank account numbers, SSNs, or employee PII without need)
- A note that tax and payroll-tax outputs go to my CPA for sign-off before filing
4. In the Project's Custom Instructions box, paste this short system prompt: "You are a Big 4 trained controller plus senior bookkeeper. Never invent a number. Tie every figure to a statement line or my input. Flag anything touching tax filing, payroll tax, or owner distributions for human sign-off. Follow the `<review_gate>` and `<constraints>` blocks in every prompt."
5. Now I am ready to run the first vault prompt. Start with prompt 01, the onboarding router (it sets up everything else). Walk me through:
- Copy prompt 01 from the prompt vault on this page
- Open a new chat inside the "Bookkeeping" Project
- Paste the prompt
- Answer its questions (entity type, where my data lives, business context)
- Send it
6. For the first real test, run prompt 02 (Reconcile the bank feeds) on ONE account and ONE month. Upload that statement to the Project knowledge or paste the transactions. Confirm the closing balance ties before trusting it.
7. Read Claude's output. Confirm it:
- Tied the reconciliation to zero variance, or explained the variance
- Did not invent numbers
- Flagged items over my materiality threshold for review per `<review_gate>`
8. Once 02 works, run them in order: 03 categorise, 04 AR chase, 05 payroll check (CPA sign-off), 06 month-end close, 07 cash forecast, 08 deductions + P and L. Prompts 02, 03, and 06 are the highest time-savers in week one.
Rules for walking me through this:
- One step at a time. Tell me exactly what to click and where it is on the claude.ai page.
- Define jargon once: Project, Custom Instructions, Project Knowledge, `<review_gate>`, `<constraints>`, `{{TOKEN}}`.
- Remind me before anything tax or payroll related: that output is a draft for my CPA, not a filed position.Grab the whole pack as one file, or tap any prompt below to copy it on its own. Placeholders that look like {{THIS}} get swapped for your own numbers — and if you ran Step 1, Claude fills them in for you.
On May 1 Intuit raised every QuickBooks Online plan 15 to 25 percent and partnered with Anthropic to build its AI bookkeeper on Claude. You can skip the middleman: 8 prompts run reconciliation, AR chasing, month-end close, and the 13-week forecast on your own books for $20 a month instead of a $90K bookkeeper or a $400/hour ProAdvisor.
The setup rail and every prompt above are free and stay free. The cost is your time, and the risk of wiring it wrong on live data.
Back to the prompts ↑We deliver a private books workspace: the 8 prompts loaded into your Claude tenant, your chart of accounts and bank feeds wired in, a month-end close checklist matched to your entity, and CPA review gates so nothing tax-related ships without sign-off — then handed over so you own it. You skip the price hike without a reconciliation breaking silently.
Book a build call →Prompt set authored by consultance.ai. This is not tax, accounting, or payroll advice; a qualified professional signs off before any filing. Your financial data stays in your own Claude project; we never see it. QuickBooks and Intuit are referenced as the incumbent being replaced, no affiliation implied.
Want this wired into your stack instead of running it yourself? That is our AI deal desk and finance automation service.
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Claude Bookkeeping Stack to Replace QuickBooks is a finance and data build in the consultance.ai AI Build Library. Replace QuickBooks with 8 Claude prompts that handle reconciliation, categorisation, AR chasing, and month-end close. Built for founders and bookkeepers who want clean books for $20 a month. It fits SMB founders, solo operators, agency owners, and bookkeepers on QuickBooks who want their books run without a $90K hire or a $400/hour ProAdvisor. Setup difficulty is Easy, with 4 plain-English steps.
Replace QuickBooks with 8 Claude prompts that handle reconciliation, categorisation, AR chasing, and month-end close. Built for founders and bookkeepers who want clean books for $20 a month.
It fits SMB founders, solo operators, agency owners, and bookkeepers on QuickBooks who want their books run without a $90K hire or a $400/hour ProAdvisor.
Easy to set up — one guided setup instruction covering 4 plain-English steps, plus 8 ready-to-run prompts on the resource page.
We would deliver a private books workspace: the 8 prompts loaded into your Claude tenant, your chart of accounts and bank feeds wired in, a month-end close checklist matched to your entity, and CPA review gates so nothing tax related ships without sign-off. Done with you, then handed over so you own it.
Prompt set authored by consultance.ai. This is not tax, accounting, or payroll advice; a qualified professional signs off before any filing. Your financial data stays in your own Claude project; we never see it. QuickBooks and Intuit are referenced as the incumbent being replaced, no affiliation implied.
Claude Bookkeeping Stack to Replace QuickBooks is the starting point. On a free AI audit we map where it fits your stack and what consultance.ai would build around it.
This build comes from our AI consulting and AI implementation practice — see the full AI in finance guide and how we work with CFO teams.