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Accountants and finance. Picked for you.

Accountants, bookkeepers and finance consultants. 8 products picked for your line of work, starting with the AI toolkit made for it.

Accountants and finance

AI Toolkit for Accountants and Finance Pros

What it does: 40 AI prompts for accounting practices: client posts, chasers, packages, SOPs, checks.

Solves: AI doesn't know my industry

For: Accountants and bookkeepers running a small practice; Finance freelancers who explain the same things to clients every month

$47
Buy

AI Bookkeeping Helper

What it does: Sort receipts, read your reports and prepare a clean pack for your accountant.

Solves: Admin eats my day

For: Freelancers and solo founders who do their own bookkeeping; Small business owners who want clearer numbers before meeting their accountant

$27
Buy

AI Spreadsheet Prompts

What it does: Formulas, clean data, charts and ready business sheets in Excel or Google Sheets.

Solves: Admin eats my day

For: Small business owners who keep their business in spreadsheets; Beginners who avoid formulas

$7
Buy

13-Week Cash Flow Forecast

What it does: See the next three months of money coming in and going out, week by week, with a running bank balance and a warning before cash gets too low, so you act early instead of panicking late.

Solves: Clients pay late and cash keeps running out

For: People starting their own business or brand; Freelancers, consultants and professionals who sell their own services

$47
Buy

The Retainer Builder: Turn Projects into Monthly Income

What it does: Stop starting from zero every month. Find the ongoing work hidden in your projects, price a monthly retainer that pays you properly, write a clear scope, and offer it to your project clients.

Solves: Busy every day, but nothing left at the end

For: People starting their own business or brand; Freelancers, consultants and professionals who sell their own services

$47
Buy

LinkedIn Content Plan for Founders

What it does: Turn your LinkedIn profile into a page that explains what you sell, then post 3 times a week with a simple plan, a post builder and a 15-minute comment routine that starts real conversations.

Solves: I sell to businesses, but LinkedIn brings nothing

For: People starting their own business or brand; Freelancers, consultants and professionals who sell their own services

$27
Buy

Client Onboarding: 21-Step Checklist

What it does: The 21 things to do between 'yes' and the first result, with due dates worked out from the payment date, a progress bar and a welcome message that fills itself in.

Solves: Everything depends on me, and I can't keep up

For: People starting their own business or brand; Freelancers, consultants and professionals who sell their own services

$7
Buy

AI Contract First-Draft Checklist

What it does: Get your deal clear with AI and brief your lawyer well. Your lawyer writes the contract.

Solves: Admin eats my day

For: Freelancers and service businesses preparing client contracts; Owners who received a contract and want to understand it before seeing a lawyer

$27
Buy

Other niches: Real estate · Travel and tourism · Education and training · Restaurants and cafés · Beauty salons and spas · Fitness and wellness coaching · Clinics and health · Coaches and consultants · Online shops · Retail shops · Events and weddings · Photographers and creatives · Interior design · Home services and trades

Your next step

Want it done for your accountants and finance business?

Book a consultation and our team builds it with you.