CHECKLIST
Ways to use AI in finance
The 3 uses from the Reels plus 11 more for the routine, the analysis, the planning and the controls, with prompts ready to test.
What's inside
This is the full list I promised in the Reels, starting with the 3 uses from the video. The order matters: start with the operating routine, which has clear rules and results that are easy to check, and only then move to analysis and planning. Wherever there is a prompt, replace what is in brackets, attach the anonymised spreadsheet in the tool your company has approved, and check the numbers against the system.
- The operating routine4
- Analysis and reporting4
- Planning and forecasting3
- Control and risk3
- For whom
- Finance analysts, controllers, FP&A managers, CFOs and business owners
The material is right below
Open the checklistGet the checklist
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