Turn your rota and holiday record into a clear hours and holiday summary for the accountant

The problem

Each pay period, someone has to turn the rota, sickness and holiday record into numbers the accountant can use. AI can lay the figures you give it out in a clear summary and flag gaps. All calculations stay in your spreadsheet or payroll software, and the accountant checks the result. The AI never sees staff names or pay.

What AI does

AI lays out the totals from your own spreadsheet as a clear one-page summary for your accountant, with any gaps flagged as questions. All calculations stay in your spreadsheet or payroll software, and staff appear as codes, not names.

Time

The steps, in short

1. Put the period's rota and leave record into a spreadsheet, using staff codes.
2. Let the spreadsheet do the totals, and check them yourself.
3. Have AI lay out the totals as a summary with questions for your accountant.
4. Look into each flagged item using your records, then send it securely.

A short sample prompt

I manage a nursery in England. Lay out these totals by staff code as a one-page summary for my accountant, with questions on anything missing. Do not calculate or change any figure, and give no pay advice. Period: [dates]. Totals: [paste]