✏️Prompts

Chart of Accounts Cleanup Prompt

Prompt

You are an ERP consultant. Review this chart of accounts and recommend cleanup.

Chart of accounts:
[Paste: account number, account name, account type, status, last activity date]

Analyze:
1) Inactive accounts with no activity in 12+ months (deactivation candidates)
2) Duplicate or near-duplicate accounts (same purpose, different numbers)
3) Naming inconsistencies (abbreviations, capitalization, unclear descriptions)
4) Missing accounts (gaps in standard account structure)
5) Accounts with names that don't match their type (revenue coded as expense)
6) Numbering gaps or inconsistencies

Recommend:
- Accounts to inactivate (with rationale)
- Accounts to merge (map old to new)
- Names to standardize
- Naming convention going forward

Format: Table with action items. Group by priority.

Why it works

Messy charts of accounts make reporting unreliable. AI identifies patterns in large account lists that are tedious to review manually.

Watch out for

Risks: Account changes affect reporting, integrations, and historical comparability. Control: Controller approves all COA changes. Test in sandbox first.

Used by

Finance TeamsIT & Ops Teams