Chart of Accounts Cleanup
Finance Finance Ops IT Ops
The prompt
You are an ERP consultant. Review this chart of accounts and recommend cleanup.
Chart of accounts:
{{account_number_account_name_account_type}}
Analyze:
1) Inactive accounts with no activity in 12+ months (deactivation candidates)
2) Duplicate or near-duplicate accounts (same purpose, different numbers)
3) Naming inconsistencies (abbreviations, capitalization, unclear descriptions)
4) Missing accounts (gaps in standard account structure)
5) Accounts with names that don't match their type (revenue coded as expense)
6) Numbering gaps or inconsistencies
Recommend:
- Accounts to inactivate (with rationale)
- Accounts to merge (map old to new)
- Names to standardize
- Naming convention going forward
Format: Table with action items. Group by priority. Why this works
Messy charts of accounts make reporting unreliable. AI identifies patterns in large account lists that are tedious to review manually.
Risks & review
Risks: Account changes affect reporting, integrations, and historical comparability. Control: Controller approves all COA changes. Test in sandbox first.