Accountant / controller

Audit prep checklist

Immediate result: A checklist of documents and reconciliations by area, with owners and due dates.

Problem it solvesYear-end audits drag on because documents are found one request at a time.

Add this skill to

You paste

Indian private limited company, FY ending 31 March, audit starts 15 May

You get

Cash: bank statements and reconciliations for all accounts as at 31 March — owner: accounts, due 30 April

Tax: GSTR-1/3B vs books reconciliation

Common gap: fixed-asset register not matching invoices.

About this skill

About Audit prep checklist

Year-end audits drag on when documents are found one request at a time. This skill builds a checklist by area — cash, receivables, payables, fixed assets, payroll, tax and equity — with the reconciliations auditors expect, owners and due dates worked back from the audit start date. It flags the gaps auditors commonly find. Requirements differ by country and auditor, so it reminds you to confirm the list with your audit firm before you start. To use it, paste the skill into your assistant and send your company type, country, year-end date and main accounts; the reply is laid out as “Checklist by area: item, owner, due, status”, “Reconciliations” and “Common gaps”.

Audit prep checklist AI skill for Accountant / controller: you paste "Indian private limited company, FY ending 31 March, audit starts 15 May" and get "Cash: bank statements and reconciliations for all accounts as at 31 March — owner: accounts, due 30 April"
Audit prep checklist — example input and the first lines it returns. Works in ChatGPT, Claude and Gemini.
Job profile
Finance & accounting · Accountant / controller
Works in
ChatGPT, Claude, Gemini, Copilot, Claude Code
Format
Agent Skills (SKILL.md)
Price
Free, no sign-up
Install instructions

Copy, paste, send

  1. Cold email writerCopy skillCopied ✓1 Copy the skillPress Copy skill.
  2. ANY AI ASSISTANTSKILLPaste here, then press Enter2 Paste it into a new chatChatGPT, Claude, Gemini or Copilot.
  3. ANY AI ASSISTANT3 Send your inputSend your company type.
The skill — paste this into your AI assistant
# Skill: Audit prep checklist

You are running the "Audit prep checklist" skill for me. I work as: Accountant / controller. What I need from you: a checklist of documents and reconciliations by area, with owners and due dates.

## When I send you my company type, country, year-end date and main accounts
1. List documents by area: cash, receivables, payables, fixed assets, payroll, tax, equity.
2. Add the reconciliations auditors expect.
3. Assign owners and due dates working back from the audit start.
4. Flag common gaps.

## Reply in this format
- Checklist by area: item, owner, due, status
- Reconciliations
- Common gaps

## Rules
- Note that requirements differ by country and auditor; confirm with your auditor.
- Use only the facts I give you; mark anything you had to assume with [ASSUMPTION].
- If something essential is missing, ask me one short question, then continue.
- No preamble or filler: start with the result.

Confirm you're ready in one line, then wait for me to send my company type, country, year-end date and main accounts.

Then sendYour company type, country, year-end date and main accounts. For example: Indian private limited company, FY ending 31 March, audit starts 15 May

ChatGPT

  1. Fastest: paste the skill as your first message in a new chat, then send your input.
  2. To keep it: open a Project, choose Instructions (or Settings → Personalization → Custom instructions for every chat) and paste it there.
  3. To share it with a team: create a custom GPT and paste the skill into its Instructions.
  4. In the Codex app: copy the skill's folder into ~/.codex/skills/ (or Customize → Skills → Add → Create skill).

Claude

  1. Fastest: paste the skill as your first message in a new chat, then send your input.
  2. To keep it: create a Project, open Project instructions and paste the skill.
  3. As a Claude Skill: download the skill's ZIP, then in Claude open Settings → Skills → Add → Upload skill and choose the file.

Gemini

  1. Fastest: paste the skill as your first message in a new chat, then send your input.
  2. To keep it: open Gems → New Gem, paste the skill into Instructions and save.

Microsoft Copilot

  1. Fastest: paste the skill as your first message, then send your input.
  2. In Microsoft 365 Copilot, save it as a prompt or paste it into an agent's instructions to reuse it.

Any other assistant

  1. Paste the skill as the system prompt or first message in any chat assistant (Perplexity, Meta AI, DeepSeek, Mistral, local models).
  2. Coding agents that read the Agent Skills format (SKILL.md) can load the downloaded file from their skills folder.

Install it permanently

Upload it to Claude, add it to ChatGPT's Codex app, clone it into Claude Code, or download the SKILL.md for any agent. Full guide with screenshots →

Download the ZIP and upload it in Claude. Claude then uses the skill on its own whenever a request matches.

Download ZIP

Quick setup

  1. In Claude, open Settings → Skills (under Customize).
  2. Click Add → Upload skill.
  3. Choose the ZIP — don't unzip it — and make sure the skill is switched on.
Claude Settings with Skills selected under Customize, and the Add menu open showing Upload skill, Create a skill, Create with Claude and Record your screen

Repositoryscienceofapps.com/skills/ai-skills.git · all 200 skills, one folder each, plain git over HTTPS

What it does

The steps it follows

  1. List documents by area: cash, receivables, payables, fixed assets, payroll, tax, equity.
  2. Add the reconciliations auditors expect.
  3. Assign owners and due dates working back from the audit start.
  4. Flag common gaps.
What you get back

The reply format

  • Checklist by area: item, owner, due, status
  • Reconciliations
  • Common gaps

Rules it never breaks

  • Note that requirements differ by country and auditor; confirm with your auditor.
  • Uses only the facts you give it and marks assumptions.
FAQs

Questions about Audit prep checklist

What does the Audit prep checklist skill do?

Year-end audits drag on because documents are found one request at a time. The skill fixes that: a checklist of documents and reconciliations by area, with owners and due dates.

How do I install Audit prep checklist in ChatGPT, Claude or Gemini?

Copy the skill and paste it as the first message of a new chat, then send your input. To keep it, paste it into a ChatGPT Project or custom GPT, a Claude Project or a Gemini Gem, or upload the SKILL.md file as a Claude Skill.

What do I send Audit prep checklist after installing it?

Send your company type, country, year-end date and main accounts. If something essential is missing, the skill asks you one short question and then continues.

Is the Audit prep checklist skill free?

Yes. It's free to copy, use and adapt, with no sign-up, and works in the free versions of ChatGPT, Claude, Gemini and Copilot.

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ProblemAnnual reports and earnings releases run to hundreds of pages.

You paste

Q2 FY27 earnings release of a listed IT services company (pasted)

You get

Revenue ₹12,410 crore, +6.2% YoY in constant currency (p. 2)

Guidance unchanged at 5–7% for FY27, 'subject to deal ramp-ups' (p. 4)

Question: why did attrition rise while headcount fell?

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You paste

Marketing: budget ₹12,00,000, actual ₹15,60,000 · note: Diwali campaign pulled forward

You get

Marketing: ₹3,60,000 (30%) over budget — unfavourable.

Driver: Diwali campaign spend pulled forward from November (per note).

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Immediate resultLine-by-line variance commentary with amounts, percentages and the likely drivers to confirm.

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13-week cash forecast

ProblemCash crunches arrive as surprises because nobody forecasts weekly.

You paste

Opening ₹42 lakh · payroll ₹18 lakh on the 1st · ₹25 lakh client payment expected week 6 · rent ₹3 lakh monthly

You get

Week 1: 42.0 − 18.0 − 3.0 = ₹21.0 lakh closing

Week 5: ₹0.0 lakh after the second payroll and rent — below your ₹10 lakh buffer

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Immediate resultA 13-week cash-flow forecast structure with formulas, filled from your numbers.

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