Accounting · Toolkit
Your tools.
Every tool turns a module into a reusable workflow you can run in minutes with Claude, Gemini, or NotebookLM. Start with your Context Document, then pressure-test your work with the utilities below.
Accounting Context Document
Build the one-page profile you paste at the top of every AI conversation about your work. Once. Reuse forever.
Build the one-page "About my practice" you paste at the top of every AI conversation about your work, whether you review and sign or handle the daily entries. Answer these once, then reuse it on every client; update it when a real thing changes and otherwise leave it alone. Keep client identifiers out entirely: no names, SSNs, EINs, account numbers, or specific taxpayer data. Describe clients in patterns and use role labels like "the Client," "Vendor A," and "the Owner."
Type a first answer in any section, tap Sharpen (3 questions) to tighten it with AI, then Build my Context Document to assemble the finished version.
Your document
Paste this at the top of any AI conversation about your work, or tap Build my Context Document to have AI assemble a finished version. Saved on this browser as you type.
Hard Conversation Simulator
Practice the conversation before you have it. AI plays the other side, then steps out to debrief.
Voice Simulator
Practice the hard conversation out loud. Speak with an AI partner in real time, then get a debrief on what to try next time.
More tools
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Reverse Prompt Studio
Paste a great piece of work; get the prompt that makes one like it.
Open tool → - Tool
Recursive Prompt Loop
Run a prompt three times in a row. Each round gets sharper.
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Adversarial Tester
Make AI attack its own answer so you fix the holes before sending.
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Forcing Deeper Reasoning
Make AI show its work in a structure you can read and check.
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Simulating Debate
AI argues both sides, then judges, so blind spots surface before you decide.
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Creative Temperature
Dial answers from exact and literal to wild and inventive.
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Mastering AI Research
Ground answers in your own sources with NotebookLM, every claim cited.
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PII Redactor
Scrub names and identifiers in your browser before you paste anything in.
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Skills Builder
Turn a validated workflow into a reusable Skill in three gates.
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AI Foundations Assessment
Ten questions, one at a time. Score 80 percent or better and your certificate is issued at the end.
Open assessment ↗