AI 模板Prices updated 2026年6月13日

Accounting & Bookkeeping

Client questions and routine admin pile up at quarter-end. Here's how AI drafts replies, builds clear reports, and saves hours while you keep the numbers checked.

获取此模板 · $29 含30天实时更新

What you unlock for $29: Copy-paste prompts · connector & MCP links · a setup checklist · cheaper swaps · a lean DIY stack · 30 days of price refreshes

7-day refund if it doesn't show at least 3 relevant tools and a clear setup path for your business.

选择预算

三种现成方案。每种列出精确的工具、方案和价格——随市场变化保持更新。这是预览——以$29解锁全部三种预算和完整设置。

Up to $100/mo

Cut admin and answer clients carefully.

Est. $20/mo in fixed tools

Claude$20/mo
Pro plan
Draft client emails, summaries, and explainers carefully ($20).
PerplexityFree
Quick, cited research on rules and rates — free to start.

以$29解锁

Around $500/mo

Full practice stack — analysis, reports, and intake.

Est. $99/mo in fixed tools

Claude$20/mo
Pro plan
Client comms and explainers ($20).
Julius$20/mo
Standard plan
Analyze spreadsheets and build client-ready charts ($20).
Gamma$10/mo
Plus plan
Turn numbers into clear client report decks ($10).
Tidio$29/mo
Starter plan
AI chat that handles initial client enquiries ($29).
Zapier$20/mo
Professional plan
Automate reminders, onboarding, and document requests ($20).

以$29解锁

预览——$100方案完整显示 · 价格实时更新，随工具变化刷新——永不过时。

Cheaper swaps & a lean stack

We don't just name one tool. For each pick we show money-saving alternatives — and a lean DIY stack if you want the cheapest credible setup.

Smart swaps

Same job, different budget. Swap any pick for one of these if it fits you better.

Instead of Claude:

GLM (Z.ai) · GLM Coding Plan Lite · $18/mo — Heavy coder on a budget — ~3× the usage for $18, and it drops into Claude Code.
ChatGPT · Plus · $20/mo — Prefer OpenAI? Same $20, with deep research and image generation.
DeepSeek · Free — Very heavy usage — pair with OpenCode and pay cents per million tokens.

Instead of Zapier:

Make · Core · $9/mo — Cheaper at scale ($12) with a visual builder.
n8n · Community (self-host) · Free — Free, self-hosted if you're technical.

Lean stack

· Free to start

Crunch more, charge for it, spend little.

Julius · FreeFree
Free chat-with-your-spreadsheets to start.
Claude · FreeFree
Free AI for client comms and summaries.
Fathom · FreeFree
Free notes from client calls.

此模板中的所有内容

简明英语设置步骤

即用型提示

工具连接器和MCP

快速学习技能

要设置的自动化

Ready-to-use prompts inside

· 5

Explain numbers in plain English · paste into Claude

Turn this into a clear summary a non-accountant client will understand. Explain what the numbers mean, what changed, and what they should do next. Friendly, no jargon.

[PASTE FIGURES / REPORT NOTES]

Unlock all prompts with the template · $29

如何设置

用简单易懂的英语分步指导。模板包含：

1Use a careful general assistant to draft client emails, summaries, and plain-English explainers — then review the figures yourself.
2Use a data tool to ask questions of your spreadsheets and generate charts, double-checking the outputs.
3Turn those numbers into clear client report decks with a document tool.
4Automate reminders, onboarding, and document requests so chasing clients happens on its own.

您将运行的自动化

Plain-English client explainers简单3–6 hrs/mo
Spreadsheet Q&A and charts中等4–8 hrs/mo
Document-request reminders中等2–4 hrs/mo

每个自动化的完整操作指南包含在模板中。

设置步骤和自动化是模板的一部分

获取此模板以解锁完整的分步设置和每个现成的自动化——外加30天实时更新。

获取此模板 · $29

（暂时）跳过什么

Pasting client financials into free public tools — Use business plans with proper data terms and keep sensitive figures out of consumer apps.

Trusting AI math without checking — Always verify AI calculations and figures — treat outputs as a draft, not the final number.

始终最新

每周都有新 AI 工具推出。您的模板会跟上。

您的$29包含30天实时更新——价格、更好的工具和出现的新选项——以及完整的设置步骤和自动化指南。30天后您保留购买的所有内容；随时以$29刷新。

获取此模板 · $29 浏览所有模板

7-day refund if it doesn't show at least 3 relevant tools and a clear setup path for your business.