AI does the typing. You do the judgment. For solo bookkeepers on QuickBooks Online or Xero: missing-receipt emails clients actually answer, an AI policy you can show them, and Claude and ChatGPT skills for the close.
Chasing receipts takes longer than coding them. And sooner or later a client asks how you protect their data when you use AI.
This kit handles both. Export the month's transactions from QuickBooks Online or Xero, run one command, and get polite draft emails to your client: three questions at a time, batches five days apart, each with a reply-by date. It runs on your computer and sends nothing. You read the drafts and press Send.
Use it on one real close within 30 days. If it didn't save you time, message @zephosdev on X and we'll refund you.
$ python3 chaser/chaser.py export.csv
READ23 rows 2 non-transaction rows skipped
ASK 9 items $6,374.80 to explain
MAILbatch 1 send Oct 5, reply by Oct 12
MAILbatch 2 send Oct 12, reply by Oct 19
MAILbatch 3 send Oct 19, reply by Oct 26
3 DRAFTS· nothing was sent
From the kit's worked example: a fictional florist's September, from a QuickBooks Online export.
The missing-documents chaser. Biggest unknowns go first. Card and account numbers are masked to the last four. You also get a tracker for the client's answers.
An AI use policy you can adopt this afternoon. Approved tools, which client data may go into them, who reviews AI-assisted work, client opt-out, incidents. Plus an engagement-letter AI clause in three versions and a 60-second redaction checklist.
Claude skills and ChatGPT prompts for the close. Month-end chaser, client reply to tracker, flux review, close-notes memo and redaction check. 5 Claude skills, 6 ChatGPT prompts.
Seven rules in every skill. Drafts only, no invented numbers, no tax, legal or investment advice, no pay or write-off decisions, accounts by last four only, uncertainty labelled, plain English to clients.
A 35-check month-end close checklist. Markdown to print, CSV to import into your practice-management tool.
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What you download
One zip: the chaser (Python 3.9+, no packages) with templates and tests, the skills as ready-to-upload zips, the prompts, the policy templates, the checklist, two optional n8n flows that turn chaser output into Gmail drafts (no send step), fictional QBO and Xero sample exports, and the exact output the chaser produced from them. Free updates.
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Who it's for
Solo bookkeepers and small firms on QuickBooks Online or Xero who already use ChatGPT or Claude and would like to do it on purpose, with something written down when a client asks. Not a fit if you want software that connects to your clients' ledgers. Nothing here does: you export a CSV, and that's the only thing that touches their books.
$29 · one-time
AI-Safe Month-End Kit
One-time payment via Stripe. Instant download. Support is a DM to @zephosdev on X.
Use it on one real close within 30 days. If it didn't save you time, message @zephosdev on X and we'll refund you.
Workflow aid, not accounting, tax or legal advice. The policy and clause are templates: have your own counsel review them before you rely on them. The sample client, Bloom & Stem Florist, is fictional.
