Accountants and bookkeepers
With a planPaste a client's monthly figures and get a short plain-English commentary on what changed, questions to ask, and items to review before it goes out.
Works in Claude, ChatGPT, Gemini, Copilot.
Everything else on this page is free to read. The prompt itself is included with every Dapols plan.
This prompt is included with every Dapols plan
Any plan, the one-time setup or the monthly subscription, unlocks “Write plain-English commentary for a monthly P&L report” and every other prompt in the library.
What this prompt produces:
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The summary, safety checks and questions on this page are free to read. A plan unlocks the full prompt with its fill-in guide.
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Recheck every number and calculation against the ledger before sending, as AI tools can make arithmetic slips. Paste figures without the client's name or account details, and make sure no line reads as tax or financial advice.
Use your accounting software's own reports for the figures themselves, and give advice on tax, borrowing or investment yourself after reviewing the full file.
It can write a clear summary of what changed if you give it the figures and your notes on why. Check every number it quotes, since arithmetic slips are common.
Remove the client's name and account details first, and check your AI tool's data settings and your professional body's confidentiality guidance before sharing financial data.
Answer client questions
FreePaste a client's question and your own notes on the answer, and get a clear, friendly reply in plain English for you to check and send.
Works in Claude, ChatGPT, Gemini, Copilot
Chase missing documents
With a planList what each client still owes you and get a polite, escalating reminder sequence with a clear checklist, so year-end and quarter-end stop stalling.
Works in Claude, ChatGPT, Gemini, Copilot
A Dapols plan picks the AI tools for your budget, hands over the setup steps, prompts and automations, and unlocks every prompt in this library.
