AI automation for finance and bookkeeping teams
AI automation for finance and bookkeeping teams, taught one click at a time. These 3 free modules are for bookkeepers, controllers and owners who handle the books. Each one builds a working tool for payment reminders, expense categorizing and reimbursement approvals, using ChatGPT, n8n and Lovable, around a realistic example business so you can see exactly where your own details go.
You follow every step in a practice copy of the real tools right in your browser, with a voice-over explaining why each setting matters. When you are done, you swap in your own business and build it for real. No coding and no experience needed.
3 modules
Build a Custom GPT That Writes Overdue Invoice RemindersSee why generic prompts give generic results, then build a Custom GPT that follows your collections policy and writes polite, firm reminder emails for overdue invoices.
Free · Live ~8 min
Build an AI Agent That Categorizes Business ExpensesBuild an AI agent for Maple Street Bookkeeping that sorts business expenses into categories, writes a short note for each and saves them to Google Sheets — chat…
Free · Live ~12 min
Build an Expense Reimbursement Form With AI Policy ChecksBuild an expense reimbursement form in Lovable for Maple Street Bookkeeping and connect it to n8n — the AI agent checks each request against the policy, saves it to…
Free · Live ~15 min
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How every module works
Each step is shown on the left, with a cursor pointing to exactly where to click. You do the same thing on the right, in a practice copy of the real tool. Get it right and it moves on. Nothing touches your real accounts until you're ready to build it for real.
Start learning free