Stop sending spreadsheets. Start sending letters your clients actually read.
Paste your P&L numbers and one or two callouts, and this skill writes the 'here's what happened this month' narrative your client wants — in their tone, in plain English, ready to send.
$3.99
Works in Claude + ChatGPT
01Turns a raw P&L and 2 lines of notes into a complete, ready-to-send client letter in under a minute.
02Handles tone calibration — casual for Rosa the florist, professional for a commercial contractor like Dan.
03Flags anomalies in plain English: 'payroll is up because you hired mid-month, not a recurring cost increase.'
04Works without prior-period data — handles first-month clients with no comparison figures.
05Built-in phrase bank translates accounting-speak into language a business owner actually understands.
06Write 20 client letters a month without spending 20 hours on them.
What it does
Most bookkeeping clients don't study the P&L you send them — they skim it, feel vaguely confused, and wonder if they should be worried. What they actually want is one short paragraph that says 'here's what changed, here's why, here's what to watch next month.' This skill writes that paragraph (or three) for you.
You paste the numbers, name the client, add a callout or two ('the big revenue jump is a delayed job that finally closed'), and the skill produces a polished narrative letter — contextualized, anomaly-flagged, and matched to the client's preferred tone. It pulls from a bundled reference bank of natural-language phrases for common bookkeeping situations so the output sounds like a human who knows the business, not a template that got filled in.
Built for CPAs and bookkeepers who are closing 15–30 clients a month and can't spend 20 minutes per client writing prose. First-month clients, no-prior-period situations, net losses that need careful framing — it handles the edge cases too.
Frequently asked
Does it just write the narrative, or will it also analyze the numbers and tell me what's wrong?
It writes the narrative based on what you give it. You supply the callouts — the skill's job is to turn your notes into polished client-ready prose, not to audit the books. If you flag that payroll is high, it explains it well. If you don't flag something, it won't invent an explanation.
My clients all have different tones — some are formal, some are casual. Will it adjust?
Yes. Just tell it in your input ('Rosa prefers casual and friendly' or 'this is a formal medical practice client'). The bundled tone examples guide it toward the right register. If you want to calibrate for a new client type, ask it to show you options.
Can't I just write a prompt myself and get the same result?
You could spend a few hours writing and testing a prompt that handles first-month clients, net losses, tone variation, and plain-English anomaly framing. This skill has already done that work, plus it comes with a phrase bank and tone examples that improve output quality beyond what a bare prompt delivers.
What if my client had a net loss? Will the letter be awkward or alarmist?
The skill is built to frame losses in context — seasonal gaps, one-time hires, timing issues. You give it the reason; it finds the right words. It won't sugarcoat a real problem, but it won't send your client into a panic over a slow August either.
Does this work in ChatGPT or is it Claude-only?
This is a Claude skill — it runs inside Claude.ai and uses Claude's artifacts feature to produce the finished letter as a clean, copyable output. It is not compatible with ChatGPT.
Install
After purchase you'll get a license key. Then:
$ npx skilltree-network login # paste your license key