Who this is for
Accountants and bookkeepers tracking client questions and missing documents through busy season, when everything arrives piecemeal.
The moment this saves you
It's busy season, the Nguyen file is still missing two things, the home-office deduction looks aggressive, and the filing's due the fifteenth, and none of it is written down anywhere I'll see it.
See it work
Messy spoken thought in. A clean, structured artifact out.
For the Nguyen account, I'm still missing the Q three bank statements and the receipt for that five thousand dollar equipment purchase. The home office deduction they're claiming looks aggressive to me, I want to flag that to discuss with them. Their filing deadline is the fifteenth, so I'm waiting on those docs.
Client: Nguyen
- Missing documents: Q3 bank statements; receipt for the $5,000 equipment purchase
- To discuss: home-office deduction looks aggressive
- Deadline: filing due the 15th
- Status: awaiting client documents
The workflow
Record a voice note
Hit the hotkey and talk, no formatting, no typing.
Tag it with this context
Contextli shapes your words into the structured output above.
Find it later
Everything's searchable and organised by context.
Pull it into Claude or ChatGPT
Bring your contexts straight into your AI tools with the Contextli MCP.
Your raw recording and transcription stay on your device, so you can always go back to the original.
The prompt behind this context
I'm going to give an update on a client's books. Turn it into a bookkeeping log entry. Output a bold Client line, then bullets for: Missing documents (each item listed separately), To discuss (questions or flags for the client), Deadline (if I give one), and Status (default "awaiting client documents" if I'm waiting on them). Keep my real figures, document names, and dates exactly. Never invent amounts, documents, or deadlines I didn't mention, and never give tax advice. If I cover more than one client, output one block per client. Output only the log entry, no preamble.
Make it your own. This is a starting point. Once it's in Contextli, tweak the instructions so the output comes out exactly how you like it.
Use this context
One click copies it and shows you exactly how to drop it into Contextli.
Next, open Contextli, go to the Contexts page, click Import, choose From JSON, paste, then Import Context. It is ready to use.
Make it your own. This is a starting point. Once it's in Contextli, tweak the instructions so the output comes out exactly how you like it.
Your raw recording and transcription stay on your device, so you can always go back to the original.
Related contexts
Tax Deduction Log
Every freelancer leaves money on the table at tax time because the deductible receipts vanished months ago. The instant you pay, say what it was and why it's deductible. You build a clean, categorized log so April is a copy-paste instead of a panic.
Freelance Invoice Note
You finish a task for a client and forget to write it down, so at invoice time you lowball yourself from memory. The moment you wrap, say what you did and how long it took. You get a clean billable line, so you actually charge for the work you did.
Client Status Update
Clients get anxious when they don't hear from you, but writing the weekly update is a chore you keep postponing. Talk through where the project's at. You get a polished, reassuring status update, what's done, what's next, any flags, so clients stay calm and trust stays high.
Questions people ask
Questions accountants ask about Client Bookkeeping Log
What is the best way to track expenses on the go?
The most reliable method is to log each item the moment it happens, before you forget it. The Client Bookkeeping Log context lets you speak the details in plain language and produces a bookkeeping entry with amount, category, and date. You capture it in under 20 seconds, without a receipt app or a spreadsheet.
How do I keep track of expenses without a complicated app?
Open Contextli, select the Client Bookkeeping Log context, and speak it as it happens: what it was for, how much, and the category. The context formats it into a bookkeeping entry. At the end of the month you have a log of every entry in a consistent format, ready to hand to your accountant.
Can I log expenses by voice instead of typing?
Yes. The Client Bookkeeping Log context is built for exactly this workflow. Speak the details in natural language and the context structures them into a bookkeeping entry with the relevant fields. The recording stays on your device.
What should each entry include for tax purposes?
For tax purposes, each entry should include the date, the amount, the business purpose, the vendor or payee, and the category. The Client Bookkeeping Log context captures all of these from your spoken description. Consult your accountant or tax advisor to confirm what records your jurisdiction requires.
How do I add this context to Contextli?
Copy the context on this page, then open Contextli and go to the Contexts page. Click Import, choose From JSON, paste it into the Import from Clipboard window, and click Import Context. It is ready to use in under 30 seconds. If you do not have Contextli yet, you can download it for free first.
Is my voice recording private? Does Contextli send it anywhere?
Your voice recording and the transcription are stored on your device only. Contextli processes your audio locally and does not send your recordings or transcription text to any server. The structured output it produces is text you control, and you decide where it goes.
Can I change what the output looks like?
Yes. Every context in Contextli is a starting point you can edit. Open the context in the app, change the instructions to adjust the structure, tone, or fields, and save. The next time you use it, the output reflects your changes. You are not locked into the default format.
Do I need to install an app to use this context?
Yes. Contextli is a free app. Download it, then copy this context and paste it into the Import from Clipboard window on the Contexts page. The whole process takes about 30 seconds.