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THE COLLECTION / SOURCE-INSPECTED RESOURCES

AI skills for accounting

Bring more order to the month-end close. Compare relevant Claude, ChatGPT and Codex workflows, with source evidence and practical setup notes.

143 workflows · Source checks: 18 October 2026

Browse workflows

143 workflows · Page 1 of 6

Data & analytics

Answer a question from your business data

Frame a business-data question, inspect the available evidence and prepare an analysis with checks and clearly stated limitations.

AnalysisWorldwide workflow

Claude

Anthropic

Data & analytics

Build dashboard — Data

A source-backed build dashboard workflow for data & analytics. Review its inputs, setup and geographic limits before your first draft.

AnalysisWorldwide workflow

Claude

Anthropic

Data & analytics

Turn a dataset into a chart

Choose and create a visual explanation from a dataset, then check the chart against its source and intended audience.

AnalysisWorldwide workflow

Claude · ChatGPT

Anthropic

Data & analytics

Data context extractor

A source-backed data context extractor workflow for data & analytics. Review its inputs, setup and geographic limits before your first draft.

AnalysisWorldwide workflow

Claude

Anthropic

Data & analytics

Data visualization — Data

A source-backed data visualization workflow for data & analytics. Review its inputs, setup and geographic limits before your first draft.

AnalysisWorldwide workflow

Claude · ChatGPT

Anthropic

Data & analytics

Explore data

A source-backed explore data workflow for data & analytics. Review its inputs, setup and geographic limits before your first draft.

AnalysisWorldwide workflow

Claude

Anthropic

Data & analytics

SQL queries

A source-backed sql queries workflow for data & analytics. Review its inputs, setup and geographic limits before your first draft.

AnalysisWorldwide workflow

Claude · ChatGPT

Anthropic

Data & analytics

Statistical analysis

A source-backed statistical analysis workflow for data & analytics. Review its inputs, setup and geographic limits before your first draft.

AnalysisWorldwide workflow

Claude · ChatGPT

Anthropic

Data & analytics

Validate data — Data

A source-backed validate data workflow for data & analytics. Review its inputs, setup and geographic limits before your first draft.

AnalysisWorldwide workflow

Claude · ChatGPT

Anthropic

Data & analytics

Write query

A source-backed write query workflow for data & analytics. Review its inputs, setup and geographic limits before your first draft.

AnalysisWorldwide workflow

Claude

Anthropic

Accounting

Audit support

A source-backed audit support workflow for accounting. Review its inputs, setup and geographic limits before your first draft.

FinanceLocal review needed

Claude · ChatGPT

Anthropic

Accounting

Organize the month-end close

Prepare the checklist, dependencies, and follow-up questions for the team.

OperationsWorldwide workflow

Claude · ChatGPT

Anthropic

Accounting

Journal entry

A source-backed journal entry workflow for accounting. Review its inputs, setup and geographic limits before your first draft.

FinanceWorldwide workflow

Claude

Anthropic

Accounting

Prepare an account reconciliation

Compare supporting records and give the reviewer an organized list of breaks.

FinanceWorldwide workflow

Claude · ChatGPT

Anthropic

Accounting

Sox testing

A source-backed sox testing workflow for accounting. Review its inputs, setup and geographic limits before your first draft.

FinanceLocal review needed

Claude · ChatGPT

Anthropic

Accounting

Explain the budget variances

Make the movements visible without making up their causes.

ReportingWorldwide workflow

Claude · ChatGPT

Anthropic

Accounting

Find gaps in accounting client due-diligence records

A source-backed au aml ctf client coverage workflow for accounting. Review its inputs, setup and geographic limits before your first draft.

FinanceAustralian context

Claude · Codex · ChatGPT

Ryan Duguid

Accounting

Australian ato penalties interest

A source-backed au ato penalties interest workflow for accounting. Review its inputs, setup and geographic limits before your first draft.

FinanceAustralian context

Claude · Codex · ChatGPT

Ryan Duguid

Accounting

Australian bookkeeping

A source-backed au bookkeeping workflow for accounting. Review its inputs, setup and geographic limits before your first draft.

FinanceAustralian context

Claude · Codex

Ryan Duguid

Accounting

Organise Australian business-startup evidence

A source-backed au business formation workflow for accounting. Review its inputs, setup and geographic limits before your first draft.

FinanceAustralian context

Claude · Codex · ChatGPT

Ryan Duguid

Accounting

Australian capital gains

A source-backed au capital gains workflow for accounting. Review its inputs, setup and geographic limits before your first draft.

FinanceAustralian context

Claude · Codex · ChatGPT

Ryan Duguid

Accounting

Australian car expenses

A source-backed au car expenses workflow for accounting. Review its inputs, setup and geographic limits before your first draft.

FinanceAustralian context

Claude · Codex · ChatGPT

Ryan Duguid

Accounting

Prepare an Australian client-acceptance review

A source-backed au client acceptance workflow for accounting. Review its inputs, setup and geographic limits before your first draft.

FinanceAustralian context

Claude · Codex · ChatGPT

Ryan Duguid

Platform labels distinguish installed skills from manual instruction adaptations. Read each setup note.

Choose a useful starting point.

Bring more order to the month-end close. Compare relevant Claude, ChatGPT and Codex workflows, with source evidence and practical setup notes. Match the source’s intended task to the records you already have. Each listing states its publisher, source revision, dependencies, geographic fit, and review limits. Where a skill uses local scripts or connected apps, the complete setup matters.

Australian-context labels mean the source explicitly discusses Australia. Worldwide labels describe broadly portable work, not universal legal or regulatory suitability. “Local review needed” highlights material country-specific assumptions. ChatGPT instruction adaptations need manual setup and validation; a Claude or Codex plugin is not automatically a native ChatGPT installation.

How to choose and check your first workflow →

THE FIELD NOTES / NEWSLETTER

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