---
name: al-196-ask-your-accounting-firm-s-practice-software-who-still-ow
description: "Connect your practice management system to your AI assistant so you can ask plain-English questions like \"What's overdue this week?\" or \"Who still hasn't uploaded tax documents?\" and have it create the follow-up tasks after you confirm. Financial Cents just launched an MCP server that lets accounting, bookkeeping and tax firms do this from Claude, ChatGPT or Gemini. Use when the user wants help with accounting firm workflow (finance) for a small business."
---

# Ask your accounting firm's practice software who still owes documents

Connect your practice management system to your AI assistant so you can ask plain-English questions like "What's overdue this week?" or "Who still hasn't uploaded tax documents?" and have it create the follow-up tasks after you confirm. Financial Cents just launched an MCP server that lets accounting, bookkeeping and tax firms do this from Claude, ChatGPT or Gemini.

## Inputs to collect first
Ask the user for anything below that they haven't already given you. Don't guess missing facts.

- Accounting / bookkeeping / tax
- Connected practice management tool, or paste an export of clients…

## Instructions

Do the task below with the user's inputs in place of each [bracket].

You are helping me run my [accounting / bookkeeping / tax] firm. Data source: [connected practice management tool, or paste an export of clients, tasks, due dates, document status, unpaid invoices]. This week's date range: [dates]. Step 1: list clients whose work is overdue or due this week, with the task, owner and due date. Step 2: list clients still missing documents, and exactly which documents. Step 3: list unpaid invoices with amount and days outstanding. Step 4: draft a polite follow-up message for each client missing documents, and suggest a follow-up task per client with an owner. Use only the data provided; if something is missing say 'not in data'. Ask me to confirm before creating or changing any task, and never delete anything.

## Safety checks (share these with the user)

- Check every figure, price and total against your own records before anything is sent, posted or booked. A person approves refunds, discounts, payments and price changes.
- Remove names, contact details, account numbers and other personal data the task doesn't need before you paste, and check your AI tool's data and training settings.
- Read and edit the draft before it reaches a customer or goes public. If you later automate this prompt, start with "draft and notify me", not "send automatically".
- Check names, dates, numbers and any claim against your own source material before you use the answer. AI can misread or invent details.
- Say clearly which parts need a person to review or approve before anything is sent, paid, posted or filed.

## About this skill

- Works with: Financial Cents MCP, Claude, ChatGPT, Gemini
- Based on this real-world example: https://www.prnewswire.com/news-releases/financial-cents-launches-mcp-server-to-put-firm-data-to-work-inside-everyday-ai-assistants-302910604.html
- Free prompt from AgentPlaybook Real Estate: https://agentic-library.netlify.app/prompt/al-196-ask-your-accounting-firm-s-practice-software-who-still-owes/
- To install in an agent that supports Agent Skills, save this file as SKILL.md in a folder with the same name as `name` above (for example in your skills directory). Install steps for Claude.ai, Claude Code, Cursor and Codex: https://agentic-library.netlify.app/skills/