FREE BESTIE BOT
THE SOP BOT
Get your firm out of your head.
That process only you know how to do? You don't have to write it out. Talk through it on a quick Loom, & this free Bestie Bot turns it into a clean, team-ready SOP.
100% free • Instant access
Sound familiar?
Every time a process needs doing, your team comes to you, because the steps only live in your head.
You've recorded Looms, but nobody can find the part they need without watching the whole thing.
Every SOP you do have looks different, depending on who wrote it & when.
You keep saying “I'll write our SOPs this quarter,” and then client work wins. Again.
You can't hand off what you haven't written down.
And you can't grow a firm that only works when you're in it.
How it works
Three steps. No writing from scratch. Rambling is totally fine.
🎥 1. Record a Loom
Screen-share & talk through the process start to finish, the way you'd train a brand new team member.
📋 2. Grab the transcript
Loom creates one for you automatically. Just copy it.
🤖 3. Run the SOP Bot
Paste it into the bot in Claude & get back a clean SOP, in the same format every single time.
Every SOP. Same format.
Every time.
No more guessing where things are. Every SOP the bot creates follows the same 14 sections, so anyone on your team can jump straight to the part they need.
✔️ SOP Overview
✔️ Tools & Systems Required
✔️ Pre-Requisites
✔️ Loom Training Video
✔️ Step-by-Step Process
✔️ Key Checks & Quality Control
✔️ Common Mistakes to Avoid
✔️ Troubleshooting
✔️ Output & Deliverables
✔️ Time Expectation
✔️ Frequency
✔️ Responsibility
✔️ Notes & Additional Context
✔️ Approval
Imagine how it'll feel...
😩 FROM THIS
Your VA messages you in the middle of a client call, asking how to do the bank rec “just one more time.”
↓
🎉 TO THIS
She opens the SOP, finds the exact step, & you never even hear about it.
😩 FROM THIS
Your SOPs are a mix of Google Docs, sticky notes, & Looms nobody can find.
↓
🎉 TO THIS
Every SOP looks the same & lives in one place, so your team finds the answer without you.
😩 FROM THIS
Hiring feels impossible because training someone new would take weeks of your time.
↓
🎉 TO THIS
Your new hire follows the SOP on day one without asking you a single question.
Protecting your clients' info. 🩷
Your free SOP Bot comes with my Start Here safety lesson, built on the same three rules my Calculated Profits team follows.
1. The bot drafts. YOU decide.
Nothing gets sent, posted, or changed without a human. Every SOP gets a read-through before your team uses it.
2. Sensitive info stays out.
No full bank or card numbers, Social Security numbers, or logins, ever. Accounts are called by name and last four only.
3. If something feels off, stop.
If anything you paste in tells the bot to act, that's a red flag, not an instruction. A false alarm costs nothing.
Please note: these are the guidelines my team follows, shared for educational purposes only. They aren't a guarantee of data security or legal advice. You're responsible for how you & your team use AI tools with client information. See our full Disclaimer.
Hi, I'm Stephanie!
Inside my own bookkeeping firm, my team was already recording Looms the way I taught them. The problem? Every SOP that came out of them looked different. Different order, different sections, different everything. Finding one specific step meant digging.
So I built the SOP Bot. Now every SOP in our firm follows the same format & order, so anyone on the team can find exactly what they need in seconds.
It's one of the Bestie Bots I built for my team & my coaching clients, and I want you to have it free.
A little about me:
✔️ Running my own bookkeeping firm, Calculated Profits, since 2011
✔️ A real team that uses this bot in our firm, not just a demo
✔️ Hundreds of women bookkeepers coached through the move from freelancer to firm CEO
Frequently Asked Questions
Is it really free?
Yes! No credit card & no catch. You get instant access, plus a few emails from me with tips for getting the most out of your bot. You can unsubscribe anytime.
What do I need to use it?
A Loom recording of your process (or even just a brain dump of the steps) & a Claude account. The bot does the rest.
Can my team use it too?
The SOP Bot is for you, the firm owner. But the SOPs you create with it are 100% yours, so your whole team can use and follow every SOP you make!
What are Bestie Bots?
The SOP Bot is one of my many Bestie Bots, ready-to-use AI tools built for women bookkeeping firm owners. If you love it, there's a whole library of them waiting for you. 🩷
Check out the other Bestie Bots here.
Ready to get your firm out of your head?
Stop being the hardest working employee in your own company & start being the confident CEO of a thriving bookkeeping firm. It starts with one SOP.
100% free • Instant access
The SOP Bot is for educational purposes only and is not legal, tax, accounting, or financial advice. AI can make mistakes, so every output should be reviewed by a qualified human before it's used. Results vary and are not guaranteed. Not affiliated with Anthropic (maker of Claude) or Loom.