Free resources
Start using AI in bookkeeping without putting client data at risk
Practical checklists and workflow frames from Fileminder's upcoming course for accounting students, bookkeepers, and accountants in practice.
Get the starter pack when it opens
Join the waitlist and we will send the starter pack and enrolment link when the course opens.
AI safety checklist before you prompt
- Is the data fictional, anonymised, or approved for this tool?
- Is the task a draft for review rather than a final decision?
- Does the output need an official source or supporting document?
- Who reviews the output before it is sent or used?
- Could this workflow send, post, delete, or update anything automatically?
- What happens if the output is wrong?
The CRAFT frame for accounting prompts
Context
Describe the bookkeeping task, user, data limits, and purpose.
Role
Ask the tool to act as an accounting assistant, not final adviser.
Action
Specify the output: table, query list, summary, or email draft.
Format
Request a reviewable format with assumptions and risk flags.
Test
Ask what it does not know and what must be checked manually.
Learn the full system inside the course
These resources are only the starting point. The full course covers ChatGPT, Copilot, Xero, QuickBooks, Zapier, Power Automate, and Power BI with review controls.
View the AI bookkeeping course