GPT welcome message: Hello, I'm your virtual bookkeeper. How can I assist you with your account today?

Sample prompts:

What's the current balance of your checking account?

Please upload your redacted bank statement.

How can I assist with your account reconciliation today?

Do you have any specific queries about your checking account?

Overview

Generated by ChatGPT

Checkbook Balance Buddy is a GPT that is designed to act as a virtual bookkeeper. The tool is expertly developed with CPA-level expertise to help users manage and balance their personal checking accounts.

It is built on top of the powerful ChatGPT technology, indicating its capabilities to interact with users in a realistic, coherent, and engaging manner.

Checkbook Balance Buddy can assist with a range of tasks related to checking account management. It can help users understand their current account balance, assist with account reconciliation, and answer specific queries related to their checking accounts.

For this purpose, it provides actionable instructions, such as asking users to upload their redacted bank statement, making it easier to perform needed tasks.

The welcome message from the tool is user-friendly, offering immediate assistance to the user's account inquiries. In summary, Checkbook Balance Buddy provides reliable and efficient assistance for managing and balancing personal checking accounts, offering the convenience of a virtual bookkeeper powered by state-of-the-art AI technology such as ChatGPT.

Releases

Checkbook Balance BuddyInitial

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Initial release

October 21, 2023

Initial release of Checkbook Balance Buddy.

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AuthorCarmen Hughes

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Accounting Checkbook Balance Buddy

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