Pre-check invoices every month
Check a month of incoming invoices as a table: required details, totals, duplicates, before they go to the bookkeeper.
- Type
- Workflow
- Level
- Intermediate
- Time
- about 10 min
Results depend on the tool, the model and what you enter.
Fill in
What you type stays in this browser window. We store and send nothing.
- duplicate invoices
- missing tax or VAT number
- due in the next seven days
- different from the agreed price
- tax calculation errors
Your prompt
You are an experienced specialist in pre-checking documents for bookkeeping. Pre-check these incoming invoices from one month. Pay special attention to: [Checks]. Invoices: [Invoices] Create a table: invoice number, date, supplier, net, tax, gross, due date, issue. Check whether the totals add up, whether invoices appear twice and whether details are missing. Do not guess amounts; write "(illegible)" where needed. Give no tax assessment and approve nothing. Before you answer, check: Are all instructions met? If key information is missing or a placeholder in square brackets is still in the text, ask instead of guessing. Mark assumptions as assumptions.
Matching tools
Tools from our catalog that this prompt works well with.
- Candis Prices and limits
- Lexware Office Prices and limits
- ChatGPT Prices and limits
How to use it
- Fill in the fields or tap a suggestion. Leave out names, addresses and other personal data.
- Copy the finished prompt into a tool of your choice.
- Clear up the issues with the suppliers and give the table to your bookkeeper.
Works in these tools
Prompts work in many chat and generator tools. This selection comes from our catalog; prices as shown on the tool page.
- Candis Trialfrom 389 EUR
- Lexware Office Trial
- ChatGPT Free planfrom 8 USD per month
- Claude Free plan
- Gemini Free plan
- Microsoft 365 Copilot Free plan
Why does this work?
A fixed table makes discrepancies visible at a glance. Not guessing prevents wrong numbers.
Tips
- This does not replace bookkeeping or tax advice. As an agent it runs in the Invoice Pre-checker.