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CURATED COLLECTION / 06 WORKFLOWS

Starter kit for a three-person accounting practice

A battle-tested set of six vetted AI workflows designed to eliminate 14+ hours of manual spreadsheet reconciliation each week without touching client credentials.

Curator: Ryan Duguid, Head Curator · Published 18 October 2026 · Australian business context

In a compact boutique Australian practice, partners frequently find their technical daylight swallowed by the mechanical churn of quarterly BAS lodgments, anomalous bank feed mismatches and fragmented workpaper cross-referencing. High-margin advisory conversations and proactive tax planning are inevitably deferred to after-hours triage.

This collection assembles a human-in-the-loop operational baseline. Prepare authorised source records, keep the complete publisher instructions and review each draft before using it. These six workflows bring the checks, client questions and commentary into one place.

THE WORKFLOWS / 06 STARTING POINTS

Download Markdown ↓
01 / WORKFLOWAU context
ClaudeCodexChatGPT

BAS preparation

Use when preparing, reviewing, or reconciling an Australian BAS or IAS, or auditing transaction GST coding in a…

“Field note: Catches the notorious $1,000+ coffee expense coded as GST-Free by new junior staff, plus software subscriptions charged in USD where GST was mistakenly claimed without an Australian invoice.”

INPUTS NEEDED

Authorised source records relevant to the specific preparation or review; Entity, jurisdiction, and reporting period; The complete skill folder and any required supporting files

EXPECTED OUTPUT

A review checklist and supporting workpaper draft

Inspect full workflow ↗
02 / WORKFLOWWorldwide
ClaudeChatGPT

Prepare an account reconciliation

Reconcile accounts by comparing GL balances to subledgers, bank statements, or third-party data. Use when performing bank reconciliations,…

“Field note: Solves the recurring end-of-month panic where unallocated drawings, director card dumps, and Stripe payout fees sit trapped in 999 Suspense, stalling workpapers for days.”

INPUTS NEEDED

Ledger export; Bank or subledger records; Period, currency, and account mapping

EXPECTED OUTPUT

A reconciliation workpaper with unmatched items and explanations to investigate.

Inspect full workflow ↗
03 / WORKFLOWAU context
ClaudeCodexChatGPT

Cashflow forecast 13week

Use when building or updating a rolling 13-week cashflow forecast for an Australian SME: receipts from debtor history,…

“Field note: Small business clients consistently forget that the 28th of October and 28th of April represent double-whammy outflows for BAS plus employee superannuation. This workflow prevents liquidity crunches.”

INPUTS NEEDED

Authorised source records relevant to the specific preparation or review; Entity, jurisdiction, and reporting period; The complete skill folder and any required supporting files

EXPECTED OUTPUT

A review checklist and supporting workpaper draft

Inspect full workflow ↗
04 / WORKFLOWAU context
ClaudeCodexChatGPT

Workpaper tie out

Use when verifying a set of financial statements or a workpaper pack against source documents: tracing every statement…

“Field note: Reduces junior review cycles by half. It confirms whether the ATO Integrated Client Account on the balance sheet actually balances to the portal statement down to the cent.”

INPUTS NEEDED

Authorised source records relevant to the specific preparation or review; Entity, jurisdiction, and reporting period; The complete skill folder and any required supporting files

EXPECTED OUTPUT

A review checklist and supporting workpaper draft

Inspect full workflow ↗
05 / WORKFLOWAU context
ClaudeChatGPTCodex

Write in Australian business English

Australian business English for professional writing — warm, direct, EN-AU spelling (colour, organise, centre), no filler words. Use…

“Field note: Replaces dry accountant-speak with warm, direct plain English and clear questions for the business owner.”

INPUTS NEEDED

The text to draft, edit or review; The intended reader, context and preferred level of formality; Approved facts, claims and any business voice examples

EXPECTED OUTPUT

An edited or drafted message for your review, with Australian spelling and the requested tone.

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06 / WORKFLOWWorldwide
ClaudeChatGPT

Explain the budget variances

Decompose financial variances into drivers with narrative explanations and waterfall analysis. Use when analyzing budget vs. actual, period-over-period…

“Field note: Turns a 3-hour monthly writing headache per client into a 15-minute review. The commentary accurately isolates whether margin compression is driven by freight inflation, payroll expansion, or cost-of-goods spikes.”

INPUTS NEEDED

Actuals and budget; Prior-period data; Account mapping and materiality threshold

EXPECTED OUTPUT

A variance schedule and draft commentary tied to source numbers.

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Implement this complete foundation

Save these 6 workflows on this browser, or export the complete runbook.

Practice runbook (.PDF) ↓

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