Category

AI for finance & admin

Tools and prompts for the finance & admin side of a freelance business.

Tools

Bonsai

Paid

Proposals, contracts, invoices and time tracking for freelancers

Finance & Admin

HoneyBook

Paid

Client management with proposals, invoices, scheduling and AI

Finance & Admin

QuickBooks Online

Free plan

Accounting and invoicing with AI help for bookkeeping

Finance & Admin

Prompts

Change request quote

Price and document extra work so the client can approve it in one reply.

Finance & Admin

Invoice email that gets paid on time

Send an invoice with a clear email that removes every reason to delay payment.

Finance & Admin

Late payment reminder sequence

Chase an overdue invoice with messages that get firmer step by step.

Finance & Admin

Plain-English contract summary

Understand a client contract before you sign it, and know what to ask a lawyer.

Finance & Admin

Questions and counter-proposals for a contract clause

Push back on one specific clause politely and propose a fairer version.

Finance & Admin

Value-based pricing worksheet

Estimate what a project is worth to the client before you set a fee.

Finance & Admin