Turn monthly financials into plain-English client summaries

The problem

Clients get a P&L and balance sheet every month but don't read them, then call with questions the reports already answer, or miss problems until tax time.

How AI solves it

After the books are closed, a reporting tool pulls the numbers and AI drafts a short summary for each client: what changed from last month, the three numbers that matter, cash runway, and one recommendation. The bookkeeper reviews and edits before sending, turning a routine report into advisory work clients will pay more for.

Tools that do this

Disclosure: Some tool links on this page may be affiliate links. If you sign up through them we may earn a commission at no extra cost to you. It never affects which tools we list.

• QuickBooks
• Fathom
• ChatGPT

What you can expect

Time saved: 20-40 min per client per month (estimate)
Cost saved: Supports higher-priced advisory packages (estimate)
Difficulty: Easy

Industry guides: AI for Accountants, Bookkeepers & Tax Pros

New: 50 AI Prompts for Small Business ($19)

Copy-and-paste prompts for marketing, reviews, customer service, scheduling, invoices and hiring. Instant PDF download.

Buy for $19   See what's inside →

Best value: the AI Starter Bundle, all 5 packs for $49 (save $67)

50 AI Prompts for Small Business, the Review Reply Kit, plus the Plumbers & HVAC, Real Estate and Property Manager packs. 190 prompts and 30 review replies, instant PDF downloads.

Get all 5 for $49   See what's inside →