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PROMPTS

AI prompts for finance

The 10 prompts I use to apply the 6 lessons from the carousel: the boring work first, traceable numbers and review by exception.

What's inside

These are the prompts I use day to day in finance, organised by the lessons from the carousel. Start with the first section, which takes hours of boring work off your hands, and only then move on to analysis. Replace what is in brackets, attach the already anonymised spreadsheet, and check the totals against the system before using any number.

  • The boring work first4
  • Traceable numbers3
  • Standardise and review the exceptions3
For whom
Finance analysts, controllers, FP&A managers and CFOs

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