A free tool that turns a month of numbers into a clean, client-ready financial summary — plain-English highlights and a tidy report your client can actually read. One command in Claude, or one paste into any AI.
The one job, done
/financial-summary does exactly that.
Give Claude the month's numbers and it writes the whole summary — highlights in plain English, the figures laid out, and a note on what to review. No blank page, no reformatting the same report every month.
Turn a month of numbers into a clean, client-ready financial summary — plain-English highlights, the figures laid out, and a tidy report your client can actually read. No blank page, no re-formatting the same report every month.
Two ways to run it:
• On a paid Claude plan? Install the free Bookkeeper plugin and type /financial-summary. One command, done.
• Any other AI — free Claude, ChatGPT, Gemini? Copy the built-in prompt (a sample month-end summary is prefilled), paste it in, swap your details.
Inside: the full prompt with a sample month-end summary, the one-command Claude path, built-in accuracy rails, and a two-minute setup walkthrough. Opens in your browser.
AI writes a fresh month-end summary every time — read it before it goes out. The rails keep it on track, not replace your review.
Want the rest of your client work handled — recurring client emails, cleanup notes, year-end prep? The Bookkeeper AI Prompts pack is the full system: 62 ready-to-run skills. This free tool is a real slice of it.