INPUT 01
Input 01
Permitted Xero financial-report exports
Prepare Xero exports for an Australian forecast
A source-backed fpa au xero workflow for accounting. Review its inputs, setup and geographic limits before your first draft.
Work typeFinance
SetupLocal tooling / APIs
ContextAustralia
01 / What you bring
REQUIRED INPUTSGather the material before running the prompt. Follow the publisher’s full checklist for the specific task.
INPUT 02
Input 02
Reporting period, GST basis and the relevant account mapping
INPUT 03
Input 03
The complete FP&A pack and its documented local runtime
Publisher excerpt: “Use when onboarding an Australian company whose books are in Xero - request reports, detect GST-inclusive exports, map…” Source ↗
02 / What you get
EXPECTED OUTPUTA mapped and reconciled input set for a forecast, with unresolved differences kept visible.
DRAFT HANDOVERFOR HUMAN REVIEW
A mapped and reconciled input set for a forecast, with unresolved differences kept visible.
Evidence and supplied inputs
Assumptions and missing information
Draft output and review questions
This describes the intended handover. It is not a measured or executed result.
03 / Set it up
Claude: follow the publisher’s Claude or Claude Code installation path. Preserve the complete skill folder and supporting references; configure required tools before trying the prompt.
STEP 01
Review the complete source
Review the linked source and the publisher’s current README before installing.
STEP 02
Keep the full workflow
Download or install the complete plugin/skill folder, preserving references and scripts. Do not paste a terminal command intended for another app.
STEP 03
Configure your workspace
Use the setup path for the platform you actually have; configure only the required apps and permissions.
STEP 04
Try a reviewable first draft
Start with a permitted sample and the starter prompt. Check the first result against your own normal review process.
Compatibility, tools & dependencies
Publisher documents a Claude/Agent Skills setup. Review the complete pack and its current installation instructions.
Australian preparation or forecasting context. Check the period and state/territory, and have a qualified person validate current rules. Source inspection does not validate tax calculations.
Named tools: Xero, Excel. Actual access depends on your setup.
- The source references app or connector access; install/configure the complete plugin and confirm permissions.
- The source references local code or command-line tooling; check its runtime and package requirements before use.
Pinned source snapshot; review publisher release and installation notes.
Public instructions do not imply free access to AI products, apps or APIs.
04 / Your starter prompt
REPLACE THE BRACKETSUse fpa-au-xero for [business task]. Our business is in [country and state/territory], our currency is [currency], and the intended reader is [audience]. Use only the attached authorised inputs and approved policies. First identify missing information and unavailable tools. Prepare a draft for human review; cite the supplied evidence, separate assumptions, and do not send, publish, lodge, purchase or change records.
Fieldwork’s starter prompt. Keep the complete publisher workflow and replace the brackets before use.
05 / Before you rely on it
Review the draft before using it
Australian tax, BAS, payroll and reporting work needs current primary-source checks and review by the appropriate qualified practitioner. Do not lodge, decide tax treatment, or post entries from an AI draft.
This is a source-inspected starting point. Fieldwork has not run-tested this skill or measured time savings.