slashbooks

Start here for company books. Use when the user wants to set up bookkeeping, collect QuickBooks reports, close books, review transactions, backtest against QuickBooks, ask financial questions, create dashboards or reports, or export files for an accountant.

Ask a plain-English financial question about the books and get a plain-English answer drawn from the actual ledger data. Trigger phrases: "ask about my books", "how much did I spend on", "what was my revenue", "how much did I pay", "what are my expenses", "show me my income", "how much did I make", "what did I spend on", "financial question", "query my books", "look up a transaction".

Run a backtest: import historical transactions, compare against QuickBooks references, and build the migration confidence report. Trigger phrases: "run the backtest", "compare against QuickBooks", "migration confidence", "trust ramp", "backtest the books", "validate against QuickBooks", "compare my books", "run comparison", "categorize differences".

Review a company's Slashbooks setup before relying on it. Use after onboarding, before the first close, or when the owner asks whether setup, source mappings, account catalog, close readiness, or accountant handoff assumptions look reasonable.

Run a monthly or periodic books close: pull new transactions, categorize unknowns, reconcile balances, and produce a session summary. Trigger phrases: "close the books", "run the close", "close this month", "close June", "pull in new transactions", "do the bookkeeping", "monthly close", "import transactions", "categorize transactions".

Connect to Slashbooks Cloud books shared with an accountant or firm: browser sign-in, company choice, shared company context, and troubleshooting of cloud access. After setup, use the existing books skills and ordinary CLI commands.

Create owner-friendly dashboards, visual summaries, snapshots, and formatted reports from local or remote books after setup or close. Trigger phrases: "dashboard", "charts", "visual report", "monthly snapshot", "shareable report", "show me how the business is doing", "make a report for my accountant".

Export the year-end or period-end files an accountant needs: sanity-check the books, then produce a workbook and matching CSV files with the financial statements, transaction detail, reconciliations, checks, and open questions. Trigger phrases: "export my books", "prepare for my accountant", "year-end package", "tax package", "create the workbook", "accountant handoff", "export for accountant", "prepare financials for accountant", "close year-end", "generate financials".

Turn feedback about Slashbooks into a concise, implementation-ready handoff for the Slashbooks developers. Use when a bookkeeper, owner, accountant, or agent wants to report a bug, workflow gap, accuracy issue, or opportunity to make bookkeeping work better.

Build a 13-week cash schedule from recorded bank cash and explicit future receipt/payment dates. Use for cash timing, runway scenarios, or delayed customer payments; completed books supply history, while owner assumptions supply the future.

Set up a new business for bookkeeping, or update an existing business profile. Trigger phrases: "set up bookkeeping", "onboard my business", "start bookkeeping", "create entity", "set up a new entity", "initialize books", "add a business", "update business profile", "re-onboard".

Collect the QuickBooks Online reports Slashbooks needs for an opening-balance import, historical comparison, migration, or backtest. Use when the owner asks to download, export, fetch, or prepare QBO or QuickBooks data and the files are not already complete in the company folder.

Review and approve queued transactions one at a time. The owner confirms or corrects each categorization before it posts to the books. Trigger phrases: "review the queue", "approve transactions", "review pending items", "confirm categorizations", "go through the queue", "review bookkeeping", "approve the queue", "what needs review".