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Tips & Tricks

Guides to improve how you use Prosaic

  • Connecting Prosaic to AI Assistants (MCP)
  • Converting chart of accounts templates into Prosaic with Claude
  • Email Receipts (iOS Shortcut)
  • Accounting for GST on Imports
  • Sign in with Passkeys
  • Exporting client data to another ledger
  • Navigate in Client Mode
  • Migrating a client from Xero to Prosaic
  • Importing conversion balances into Prosaic with Claude

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