AI Workflow Playbooks
Use AI for business tasks.
Keep the final review.
Start with one published, source-backed bookkeeping workflow and a free prompt library. Every resource separates AI suggestions from the decisions only you or a qualified professional should make.
What’s in a workflow guide?
Each published guide covers one business workflow. It includes the exact Claude prompts to use, what to check before you run them, and how to review the output before anything gets posted or sent.
You don’t need a tech background. You need a browser, appropriate permission to use the source material, and time to verify the result. AI can organize questions; it does not supply missing evidence or professional judgment.
The playbook library
Only complete resources are listed. New topics appear after source and safety review.
AI Bookkeeping Close
PublishedUse Claude as a second-pass reviewer before you reconcile in QuickBooks.
Read the guide →Start with the free prompt library
Use 10 editable prompt starters in accessible HTML or download the printable PDF. No email address required.
Download the free PDFDirect browser download. Small Biz Playbooks does not collect your email address.