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Lesson 11 · Money · Books, quotes, chasing

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

The BAS-weekend meltdown, cancelled

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

  1. Step 1 Tell the Brain how you categorise
  2. Step 2 Install the "bookkeeping rules"
  3. Step 3 Set the "five minutes on Friday" ritual
  4. Step 4 Ignition
  5. Acceptance checklist
  6. If it won't install
  7. Put your staff on it
  8. 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".
Platform: Claude Code desktop / Codex (ChatGPT desktop), on Mac and Windows.

Free 5-minute check: is this lesson for you?See pricingBoss AI Brief, daily

FAQ

Do I need to code?

No. Every step is click a button, paste a prompt, check the screen matches; when stuck, ask the AI coach on the lesson page first.

What do I install first?

Claude Code desktop or the ChatGPT desktop app (Codex) plus a paid account. Never installed one? Start with Build 39 — all four routes have real screenshots.

Is this lesson free?

No. The free parts are the daily Boss AI Brief and the 5-minute industry check; membership is US$349/quarter or US$999/year, one membership per company for the owner and the team, all 40 lessons and ongoing updates included.