Solo Unicorn ClubBookkeeping Ops Studio
Cash visibility, payables, reporting, and close support for lean finance teams
What you can have running in the first 7 days
What is Bookkeeping Ops Studio?
A bookkeeping and finance-ops template for agencies, service firms, and startups that need repeatable weekly reporting, cleaner payables motion, and less spreadsheet debt without adding headcount.
5
20 min
Advanced
Organization Chart
Accounts Payable Agent
Lead
Support Finance Tracker
Data Consolidation Agent
Report Distribution Agent
Project Manager Senior
What's Included
- company.yaml
- agents/accounts-payable-agent.md
- agents/support-finance-tracker.md
- agents/data-consolidation-agent.md
- agents/report-distribution-agent.md
- agents/project-manager-senior.md
- workflows/weekly-books-review.yaml
- README.md
Preview
name: bookkeeping-ops-studio
version: "1.0"
description: A bookkeeping and finance-ops template for agencies, service firms, and startups that need repeatable weekly reporting, cleaner payables motion, and less spreadsheet debt without adding headcount.
agents:
- id: accounts-payable-agent
role: "Accounts Payable Agent"
prompt_file: "agents/accounts-payable-agent.md"
source_skill: "specialized/accounts-payable-agent.md"
- id: support-finance-tracker
role: "Finance Tracker"
prompt_file: "agents/support-finance-tracker.md"
source_skill: "support/support-finance-tracker.md"
- id: data-consolidation-agent
role: "Data Consolidation Agent"
prompt_file: "agents/data-consolidation-agent.md"
source_skill: "specialized/data-consolidation-agent.md"
- id: report-distribution-agent
role: "Report Distribution Agent"
prompt_file: "agents/report-distribution-agent.md"
source_skill: "specialized/report-distribution-agent.md"
- id: project-manager-senior
role: "Senior Project Manager"
prompt_file: "agents/project-manager-senior.md"
source_skill: "project-management/project-manager-senior.md"
workflows:
- id: weekly-books-review
trigger: cron.weekly
actions:
- collect-ledger-data
- review-outstanding-payables
- compile-cash-summary
- send-leadership-report
Installation Guide
Get up and running in under 5 minutes.
# Install and onboard Solo Unicorn
npx solounicornclub onboard --yes
# Download and extract the template
unzip bookkeeping-ops-studio.zip
cd bookkeeping-ops-studioCompany Pack. Pay once for the asset. Upgrade to implementation only when you want higher-touch help.
Community acceleration
Bring your workflow into the Solo Unicorn community for sharper feedback, operator critique, and more visibility once the system is live.
Upgrade path
- Start with this package and validate the workflow.
- Add specialized skills or bundles once the core system is stable.
- Use the community to sharpen positioning, demos, and feedback loops.
Need this adapted to your business?
Buy the asset first if you can run it yourself. If this workflow is business-critical or needs custom implementation, move into a sprint or fractional CIO advisory instead of guessing.
Discuss implementation →Tags
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