Two-partner accounting and tax practice (Lincoln Accounting)
- Size
- 2
- Where
- Not stated (US publication)
- Tool
- Digits
What the AI did
Moved bookkeeping clients onto an AI general ledger that auto-categorises transactions and speeds up the month-end close.
The result
Monthly close: approximately 3 hours per client → approximately 1 hour ... Capacity reclaimed: more than 30 hours per month
Check before trusting
Review every flagged item and a random sample of the rest before you close the month. Keep a record of which suggestions you overrode.
Prompt to try it
Test the job on your own material before buying anything. Replace the highlighted brackets.
Here are this month's uncategorised bank transactions for [CLIENT_NAME] and last month's categorised ledger. Suggest a category for each new transaction based on past treatment. Flag anything new, unusual or over [AMOUNT] for me to review.
Source
Insightful Accountant ↗, 9 September 2026 · press
This source is independent of the tool supplier or is an official publication.
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