Explore My AI Bookkeeper
Your AI Bookkeeping Assistant
© 2024 My AI Bookkeeper. Making bookkeeping accessible for everyone.
Learn how to use My AI Bookkeeper effectively with real examples, screenshots, and proven prompts that get results.
Get up and running in just 3 simple steps
Click "Start Free Chat" on the homepage. No sign-up required for your first 5 messages.
Type your bookkeeping question in plain English. Be specific about your situation.
Get instant, actionable advice. Follow up with more questions as needed.
Visual examples of how My AI Bookkeeper helps with real bookkeeping tasks
"I just bought office supplies for $127 at Staples. How should I categorize this?"
"Categorize this as Office Supplies & Materials (Account #5120 if using standard COA).
This is 100% tax-deductible as an ordinary business expense. Keep the receipt for documentation."
Never second-guess expense categories again. Our AI knows the proper categorization for thousands of business expenses and explains the tax implications.
Upload receipts, invoices, or statements and get specific guidance. Our AI analyzes your documents and provides tailored recommendations.
Drop files here or click to upload
PDF, PNG, JPG up to 10MB
invoice_march_2024.pdf
Analyzing...
Copy and customize these proven prompts for your business
"I paid $89 for Google Workspace this month. How should I categorize this expense?"
Context: Perfect for software subscriptions
Best for: Service-based businesses
"Can I deduct my home internet bill if I work from home 3 days a week?"
Context: Home office deduction guidance
Best for: Remote workers & freelancers
"I bought a new laptop for $1,200. Should I expense it all at once or depreciate it?"
Context: Equipment purchase decisions
Best for: All business types
"What business meals can I deduct and at what percentage?"
Context: 2024 meal deduction rules
Best for: Businesses with client entertainment
"I drove 120 miles to meet a client. How do I calculate my mileage deduction?"
Context: Vehicle expense tracking
Best for: Mobile service providers
"Can I deduct my business insurance premiums? I pay $300/month."
Context: Insurance deduction eligibility
Best for: All business owners
"Help me understand my P&L report. My revenue is $10K but I show a loss."
Context: Report interpretation
Best for: New business owners
"What's the difference between cash flow and profit? Which is more important?"
Context: Financial concepts explained
Best for: Growing businesses
"How do I calculate my gross profit margin? My revenue is $50K, COGS is $20K."
Context: Key metrics calculation
Best for: Product-based businesses
"How do I reconcile my bank account in QuickBooks? I'm off by $47."
Context: Software troubleshooting
Best for: QuickBooks users
"Should I use cash or accrual accounting in QuickBooks for my consulting business?"
Context: Accounting method selection
Best for: Service businesses
"How do I record a customer refund in QuickBooks?"
Context: Transaction recording
Best for: Retail & e-commerce
"Should I form an LLC or stay a sole proprietor? I make $75K/year."
Context: Entity selection guidance
Best for: Growing solopreneurs
"What are the tax implications of converting from LLC to S-Corp?"
Context: Entity conversion analysis
Best for: Profitable LLCs
"Do I need a separate business bank account for my LLC?"
Context: Business compliance
Best for: New LLC owners
"My clients pay in 45 days but bills are due in 30. How do I manage cash flow?"
Context: Cash flow timing issues
Best for: B2B businesses
"Should I offer a 2% discount for early payment to improve cash flow?"
Context: Payment terms optimization
Best for: Service providers
"How much should I keep in my business emergency fund?"
Context: Financial planning
Best for: All businesses
The more details you provide about your business, industry, and specific situation, the more accurate and helpful the AI's guidance will be.
Include dollar amounts and dates
Mention your business type
Specify your accounting software
Follow these tips to get the most out of My AI Bookkeeper
Ask follow-up questions to clarify complex topics
Provide context about your business and industry
Upload supporting documents when available
Save important responses for future reference
Use specific examples from your business
Ask about tax implications of decisions
Share sensitive information like SSN or passwords
Rely solely on AI for complex legal matters
Skip professional help for tax filing
Ignore the need for proper documentation
Make major decisions without verification
Assume one-size-fits-all advice
My AI Bookkeeper complements your current bookkeeping workflow
Start using these techniques today and see immediate improvements in your financial management.