FREE DOWNLOAD
Bank reconciliation: a free prompt pack for Claude
Reconcile your cash book to the bank statement, name every leftover item and draft the journal entries, using five copy-ready prompts and a worked sample.
What is inside
- Why books and bank differ, the rules for stale cheques and GST on bank charges, each with its source.
- A five-step method for preparing the two lists before you paste them into Claude.
- Sample data (account ending 4821, October 2026) so you can practise first.
- Five copy-ready prompts: read both lists, match the transactions, name each leftover, build the statement and the entries, check your own work.
- The reconciliation statement and journal entries the sample should produce.
Who it is for
Accountants and finance teams who prepare a bank reconciliation statement every month. Claude does the first pass; you decide and sign off. It is a working method, not legal advice.