Top 3 AI prompts every finance pro should know.
#1 Build a financial model
"Here is a brief description of my business: compile a detailed 5-year financial model in Excel with P&L, cash flow, and balance sheet, and show the key growth drivers."
#2 Run analyst-level analysis
"Here are the raw transaction downloads from the bank and ERP — clean up the data, break it down by profit centers, and create a dashboard showing product margins."
#3 Turn it into a slide deck
"Here is the planned budget and actual data by month. We need to analyze the deviations (plan vs. fact), identify the top five reasons for the deviations, and automatically generate text conclusions for the CFO report."
Finance isn’t being replaced.
It’s being upgraded.
???? Want more prompts? Check my profile.
#excel #exceltips #chatgpt #gemini #ai
#1 Build a financial model
"Here is a brief description of my business: compile a detailed 5-year financial model in Excel with P&L, cash flow, and balance sheet, and show the key growth drivers."
#2 Run analyst-level analysis
"Here are the raw transaction downloads from the bank and ERP — clean up the data, break it down by profit centers, and create a dashboard showing product margins."
#3 Turn it into a slide deck
"Here is the planned budget and actual data by month. We need to analyze the deviations (plan vs. fact), identify the top five reasons for the deviations, and automatically generate text conclusions for the CFO report."
Finance isn’t being replaced.
It’s being upgraded.
???? Want more prompts? Check my profile.
#excel #exceltips #chatgpt #gemini #ai
- Category
- AI prompts
- Tags
- #Productivity


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