150+ Expert-Built Accounting Tasks

Claude Your Next Closing.
No Prompt Engineering.

A generic AI is a Swiss Army knife — useful for everything, optimized for nothing. AccountingTasksAI is 150+ purpose-built tasks, each engineered for exactly the work you do.

Get Started — $29 Starter See What's Inside

Example Tasks

Client Engagement Letter Financial Summary Narrative Tax Deadline Reminder Month-End Close Checklist Audit Prep Checklist Payroll Summary Report

Built for CPAs, Not Generic Professionals

Every task template was engineered with the specific terminology, workflows, and standards of your profession — not repurposed from generic business content.

📊

Financial Reporting

Generate client-ready financial narratives, summaries, and reports in seconds — consistent format every time.

📅

Deadline Management

Automated tax deadline reminders, filing calendars, and client action checklists. Never miss a due date.

📄

Document Drafting

Engagement letters, representation letters, and client communications drafted to professional standards instantly.

🔍

Audit & Compliance

Structured audit prep checklists and compliance documentation frameworks for every engagement type.

💼

Client Communications

Professional, consistent client-facing emails, status updates, and advisory summaries that build trust.

✅

No Prompt Engineering

Each task template is pre-engineered by accounting professionals — just input your data and get perfect output.

From Question to Professional Output in Seconds

No setup wizards. No prompt libraries to memorize. Just open the task, answer a few questions, and get the output you need.

1

Install the Plugin

Download AccountingTasksAI and install it in OpenClaw, Claude Desktop, or any MCP-compatible AI client. Takes under 5 minutes.

2

Pick Your Task

Browse 150+ purpose-built tasks organized by workflow. Each task is named for exactly what it does — no guessing required.

3

Provide Your Details

The task asks you the right questions. You fill in your specific information — client names, dates, context. No prompt engineering.

4

Get Professional Output

Receive structured, professional output ready to use. Review it, apply your judgment, and you're done. One credit, one task.

Your Data Stays Yours

AccountingTasksAI runs locally on your machine. Your client data, case details, and sensitive information never touch our servers.

Local AI

Runs on Your Machine

All AI processing happens in your local Claude Desktop or OpenClaw installation. We never see your data or your outputs.

ZDR Ready

Zero Data Retention

Use Anthropic's ZDR (Zero Data Retention) API for maximum privacy. Your inputs and outputs are never stored at Anthropic either.

Verified

VirusTotal-Verified Releases

Every release is submitted to VirusTotal before distribution. You can verify the integrity of what you install.

Credits Only

We Just Count Tasks

AccountingTasksAI servers only log that a task credit was used — never what the task contained. That's all we need to know.

Simple, Pay-As-You-Go Pricing

No subscriptions. No monthly fees. Buy credits, use them whenever you need them. Credits never expire.

By purchasing, you agree to our Terms of Service

Starter

$29
15 credits

$1.93 per task

  • ✓ All 150+ tasks
  • ✓ Credits never expire
  • ✓ Perfect for getting started

Pro

$99
60 credits

$1.65 per task · 14% off

  • ✓ All 150+ tasks
  • ✓ Credits never expire
  • ✓ Great for regular use
Most Popular

Business

$199
150 credits

$1.33 per task · 31% off

  • ✓ All 150+ tasks
  • ✓ Credits never expire
  • ✓ Best for active practices

Power

$349
350 credits

$1.00 per task · 48% off

  • ✓ All 150+ tasks
  • ✓ Credits never expire
  • ✓ Serious savings for busy teams

Unlimited

$599
800 credits

$0.75 per task · 61% off

  • ✓ All 150+ tasks
  • ✓ Credits never expire
  • ✓ Maximum value

Enterprise

$999
2,000 credits

$0.50 per task · 74% off

  • ✓ All 150+ tasks
  • ✓ Credits never expire
  • ✓ Best value for power users

*AccountingTasksAI credits cover AccountingTasksAI tasks only. If you use a cloud AI provider (Anthropic, OpenAI, etc.), their API charges are separate.

Frequently Asked Questions

AccountingTasksAI is a plugin for AI assistants (Claude Desktop, OpenClaw, and any MCP-compatible client) that gives you 150+ pre-built, expert-crafted task templates for CPAs, bookkeepers, and small accounting firms managing client financials and tax preparation. Instead of figuring out how to prompt an AI to do professional work, you pick a task, answer its specific questions, and get professional-quality output immediately.
No. AccountingTasksAI uses a pay-as-you-go credit model. You buy a credit pack and use credits whenever you need them. One credit = one task. Credits never expire, so you're never pressured to use them by a deadline.
AccountingTasksAI works with any MCP-compatible AI client: OpenClaw, Claude Desktop, Cursor, and others. It does not require a specific AI model — you can use Claude, GPT-4, or a local model through OpenClaw + Ollama.
Yes. AccountingTasksAI runs locally — all AI processing happens on your machine or through your own AI API account. We never receive your inputs, outputs, or client data. Our servers only log that a credit was consumed. For maximum privacy, use Anthropic's Zero Data Retention (ZDR) API.
Generic AI gives general answers that require expert follow-up to verify and format. AccountingTasksAI tasks are pre-engineered to ask the right questions, follow the right methodology, apply domain-specific rules, and produce structured output ready to use. You don't need to know how to write a good prompt — that work is already done.
Yes. When we improve a task or update it for regulatory changes, all users get the updated version automatically at no charge. With generic AI, you'd need to notice the change and update your own prompts.
Visit our support page for setup guides, FAQs, and contact options. We also provide a getting started guide with step-by-step instructions for every supported platform.