4 DeepSeek prompts for bookkeeping
4 copy-paste DeepSeek prompts for the bookkeeping work that eats your week: categorize a pile of transactions, reconcile a bank statement, chase overdue invoices, and catch duplicate bills before you pay twice. Free, works in any DeepSeek window - fill in the brackets.
1. Categorize a pile of transactions
Use when: The bank export is sitting there, uncoded.
Copy prompt:
You are a bookkeeper. Categorize each transaction below into our expense categories. For each: category, one line on why, and a confidence mark - sure, or check. Put anything odd (personal-looking, unusually large, unknown vendor) in a separate list with your question. If a vendor name is cryptic, make your best guess and mark it "check". End with totals per category so I can sanity-check.
Our categories: [paste your list]
The transactions: [paste: date, vendor, amount]Expected output: Coded transactions with a short list to check.
Boundary: It codes from vendor names; you confirm the check ones.
2. Reconcile a bank statement
Use when: The bank and the books don't match and you need to find why.
Copy prompt:
You are a bookkeeper reconciling a bank statement. Match the bank lines to the book entries below. Give me: matched pairs, bank lines with no book entry, book entries with no bank line, and any amounts that almost match but don't (likely typos or fees). For each unmatched item, one line on the most likely cause as a question to check, not a fact. End with: the adjusted difference, and whether the accounts reconcile to zero.
Bank statement: [paste lines: date, description, amount]
Book entries: [paste]Expected output: A match list and exactly what's left unexplained.
Boundary: It matches what you paste; you chase the real answer.
3. Chase overdue invoices
Use when: Invoices are aging and you hate writing these emails.
Copy prompt:
Write 3 payment-chasing emails for this overdue invoice: a friendly reminder (day 1 overdue), a firmer one (day 14), and a final notice (day 30). Rules: each under 80 words, always include the invoice number, amount, and how to pay, polite but increasingly direct. The final one states what happens next [late fee / paused work / collections - your policy]. No threats, no "gentle reminder", no fake warmth.
Client name: [..]
Invoice number and amount: [..]
Days overdue: [..]
What happens after final notice: [your policy]Expected output: 3 send-ready chasers that keep the relationship.
Boundary: You send them, and you decide when it escalates.
4. Catch duplicate bills before you pay twice
Use when: Vendor bills pile up and some look familiar.
Copy prompt:
You are a bookkeeper checking for duplicate bills. Compare these bills and flag likely duplicates: same vendor with the same or near amount, the same invoice number entered twice, or the same date and amount with a different reference. For each flag show me the two entries side by side and your confidence. Also flag near-duplicates that might be legit (monthly rent, subscriptions) but worth one check. End with: the total at risk of double payment.
The bills: [paste: vendor, invoice number, date, amount]Expected output: A short flag list with side-by-side evidence.
Boundary: It flags; you confirm with the vendor before deleting.
What changes with the $19 agents?
These free prompts handle one manual batch. The matching agents add saved Google Drive workspaces, fixed Sheet structures, recurring clocks, history-aware deduplication, replay protection, approval queues, and verified writeback.
Platform note
DeepSeek is a third-party product. AI Agent Skills is independent and is not affiliated with or endorsed by its maker. The prompts are plain text and also work in other capable assistants.
Last updated 15 September 2026 · Reviewed by the AI Agent Skills team.