Cooked Books · Cooked Books

Getting Started

Get a snapshot of my books

See where everything stands — transactions, cash, revenue, expenses.

get_context

Give me a snapshot of my books. How many transactions need review? What's my cash balance, YTD revenue, and expenses? click to copy

Show me what needs attention

Find uncategorized or unreconciled transactions.

list_transactions

Show me all transactions that still need to be categorized or reviewed. Start with the most recent ones. click to copy

Categorizing Transactions

Categorize everything

Let Claude categorize all new transactions based on your chart of accounts.

list_accounts categorize_transactions

Look at my chart of accounts, then categorize all my new/uncategorized transactions. For anything you're not confident about, skip it and tell me which ones need my input. click to copy

Split a transaction

Split one transaction across multiple expense accounts.

split_transaction

I have a $5,000 payment that needs to be split: $3,000 to venue expenses and $2,000 to catering. Can you find it and split it? click to copy

Create accounts for a new project

Set up sub-accounts for tracking a conference, product launch, or new client.

create_account

I'm organizing a conference called "Swift Summit 2025". Create sub-accounts for tracking it: ticket revenue, sponsorship revenue, speaker expenses, venue expenses, and catering expenses. Use codes in the 4300-6900 range. click to copy

Reports & Analysis

What did I spend on...?

Ask about any category, time period, or vendor.

get_profit_and_loss list_transactions

What did I spend on travel and conferences last quarter? Break it down by month and show me the individual transactions. click to copy

Compare two periods

See how revenue/expenses changed between months or quarters.

get_profit_and_loss

Compare my P&L for Q1 2024 vs Q1 2025. What grew? What shrank? Anything unusual? click to copy

Fixing Errors

My balance sheet doesn't match the bank

Upload a bank statement and let Claude find the discrepancy.

get_balance_sheet list_journal_entries create_correcting_entry

My balance sheet as of 6/30 is off — the checking account doesn't match my bank statement. I'm uploading the statement. Can you find the discrepancy and fix it? click to copy

See this prompt in action →

Fix a misdated transaction

Move a payment to the correct month.

create_correcting_entry

There's a payment to [vendor] that's dated in June but it actually cleared in July. Can you find it and create a correcting entry to move it to the right month? click to copy

What-If Scenarios

Try reclassifying without risk

Create a scenario, make changes, review the impact, then apply or discard.

create_scenario apply_scenario

Create a scenario called "Reclassify Q1". I want to move all the Stripe fees from "Bank Fees" to "Payment Processing Fees" and see how it affects my P&L before committing. click to copy

Importing Data

Import and categorize in one shot

Give Claude a CSV and it'll import and categorize everything.

import_csv categorize_transactions

I'm pasting my bank CSV below. Import these transactions into my checking account, then categorize everything you're confident about. Flag anything uncertain. click to copy

Notes & Reminders

Create a tax prep note

Save notes and reminders for tax season. The AI can read them later.

create_note

Create a tax note called "2025 Tax Return" with category "tax" and a reminder for April 15, 2026. Add these details: filed extension, need to reconcile Q3 credit card statements, mileage deduction is 3,420 miles at $0.67/mile. click to copy

What did I write down?

Check your notes for context you saved earlier.

list_notes

Show me all my tax notes. What did I write down about my 2025 return? click to copy

Prompt recipes