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Catch up on months of bookkeeping from your bank statements
You're months behind and the thought of it keeps you up. Upload your bank statement export and get every line sorted into categories, ready to check and hand to your accountant.
The problem
The longer you leave it, the worse it gets, and your accountant charges by the hour to untangle it. Most of the lines are the same few suppliers, which is the bit a machine can sort.
The outcome
You're months behind and the thought of it keeps you up. Upload your bank statement export and get every line sorted into categories, ready to check and hand to your accountant.
The prompt · ChatGPT
Help me catch up on bookkeeping from my bank statement. My business: [what you do] The statement: [upload the CSV or paste rows: date, description, amount]
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A short example
You're months behind and the thought of it keeps you up. Upload your bank statement export and get every line sorted into categories, ready to check and hand to your accountant.
This does not give tax advice. The books stay in the accounting system.
The prompt · Copilot
Help me catch up on bookkeeping from my bank statement. My business: [what you do] The statement: [upload the CSV or paste rows: date, description, amount]
The full prompt is free – sign up in 10 seconds
Get the full prompt freeAlready have an account? Log in
No password needed. We email you a sign-in link.
A short example
You're months behind and the thought of it keeps you up. Upload your bank statement export and get every line sorted into categories, ready to check and hand to your accountant.
You export your business bank statement and upload or paste it.
The assistant asks your usual categories and about payments it can't identify.
You get every line categorised, a list of unknowns for you to check, monthly totals and a file to send on.
What happens
Use Copilot to catch up on months of bookkeeping from your bank statements
You're months behind and the thought of it keeps you up. Upload your bank statement export and get every line sorted into categories, ready to check and hand to your accountant.
Tools
Paste the prompt, fill the blanks, copy the draft.
- Microsoft Copilot — required. Drafts from the text you paste. Nothing is sent.