AI bookkeeping for small business: snap the receipts, the books are done

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The BAS-weekend meltdown, cancelled

Written guide · action prompts
Currently the long-form prompt version; being remade lesson by lesson to the recorded standard of Builds 39 / 40 / 16. Progress is logged in the member area under "Latest updates".

What you walk away with

Once this is installed: the month of receipts stuffed in the drawer gets spread out, photographed and dropped in — and out comes a table your accountant can use as-is : date, merchant, ABN, amount, GST, category, with "this one looks personal" already flagged for you. The meltdown weekend before BAS — the quarterly GST report — is cancelled.

How the lesson goes

Step 1 Tell the Brain how you categorise
Step 2 Install the "bookkeeping rules"
Step 3 Set the "five minutes on Friday" ritual
Step 4 Ignition
Acceptance checklist
If it won't install
Put your staff on it
Advanced plays (come back once installed)

Real status

Currently the long-form prompt version; being remade lesson by lesson to the recorded standard of Builds 39 / 40 / 16. Progress is logged in the member area under "Latest updates".
Check this lesson’s tool and computer requirements. The setup lesson covers Claude Code / Codex on Mac and Windows.

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FAQ

Do I need to code?

Beginner and everyday-work lessons are designed for non-technical users. Website, software and automation lessons require practice and testing; copying instructions does not guarantee a working deployment.

What do I install first?

Check the tools and account requirements in this lesson. Start with Build 39 if you have not installed Claude Code or Codex. The Codex app is not the ChatGPT chat interface.

Is this lesson free?

This is a public preview of the existing member library. Full materials remain subject to existing membership access. The new four-week course is a separate teaching programme and is not accepting payment. Try a free task first, then read the course details.