AI prompts for finance professionals

Finance & Accounting prompts

• Build a business budget with driver assumptionsAn annual or project budget built from clear drivers and assumptions.
• Explain budget vs. actual variancesAnalyzes variances and writes the commentary management needs.
• Forecast cash flow and review working capitalA cash flow forecast, runway, and working-capital levers.
• Analyze financial statementsReads a P&L, balance sheet, and cash flow statement and summarizes performance, health, and risks.
• Find cost savings and improve profitabilityCost and profitability analysis with practical, prioritized savings options.
• Plan an audit or internal control reviewAudit scope, risks, controls to test, PBC list, and working-paper checklist.
• Review transactions for anomalies and fraud indicatorsFlags suspicious patterns in transactions and how to investigate them.
• Write a month-end close reportThe month-end narrative and management report: performance, variances, and issues.
• Prepare a board financial pack and talking pointsA board-ready financial summary with key messages and anticipated questions.
• Investigate reconciliation exceptionsWorks through unmatched items in bank or ledger reconciliations.
• Build financial projections for a business3–5 year revenue, cost, profit, and cash projections from clear assumptions.
• Write ALCO commentary on interest rate risk and net interest marginClear asset-liability committee commentary explaining NIM drivers, rate sensitivity, deposit behavior, and recommended actions.

See all 117 Finance & Accounting prompts

Personal Life & Wellbeing prompts

• Get my personal finances in orderA budget, savings plan, and priorities based on your income, spending, and goals.
• Understand an investment before decidingExplains how an investment works, its risks, costs, and the questions to ask — not buy/sell advice.
• Make a checklist of documents I need to file my taxesA personalized tax-season checklist of forms, records, and deadlines based on your life situation this year.
• Plan a wedding or big celebration budget without overspendingA prioritized event budget with category limits, a contingency, cost-saving trade-offs, and a payment schedule.
• Budget for the costs of a new babyA first-year baby budget with one-time and monthly costs, savings ideas, and a plan for leave and childcare.
• Set a home price range I can comfortably affordA realistic price range based on your full monthly cost, cash needs, and safety buffer, not just what a lender will approve.
• Budget the full cost of relocating to a new cityA one-time moving budget plus a before-and-after monthly cost comparison, so you know the cash you need and your new monthly picture.
• Build a budget that works with irregular incomeA month-to-month budget for freelance, gig, or commission income, with a baseline, a buffer, and rules for good and lean months.
• Build a realistic budget for my tripA full trip budget with daily spending limits, hidden costs flagged, and a simple way to track spending while you travel.
• Apply for financial aid for private K-12 schoolA step-by-step plan, document checklist, and timeline for applying for private school tuition assistance and scholarships.
• Plan how much to put in my health and dependent care FSAsA contribution plan for health and dependent care FSAs, plus a spend-down calendar so you use the money and avoid forfeiting it.
• Plan how to rent out my home or apartmentDecide between long-term and short-term renting, then get a listing, screening process, lease checklist, and cost estimate.

See all 233 Personal Life & Wellbeing prompts

Business Strategy & Startups prompts

• Write a business case for an investment or initiativeCosts, benefits, NPV/payback, risks, and a recommendation for any initiative or purchase.
• Write a business planA complete, realistic business plan: market, model, operations, financials, and risks.
• Build a three-year financial projection for my business planBuilds a simple three-year projection of revenue, costs, profit and cash with every assumption listed so you can change it.
• Research a company in depthA company profile: business model, financials, strategy, leadership, risks, and recent news.
• Plan the launch of a resale or consignment clothing storeA launch plan covering sourcing, consignor terms, pricing, location, and marketing for a curated secondhand fashion store.
• Get a small food business registered, licensed, and launchedA step-by-step checklist for registering a takeaway, food truck, or small restaurant, plus a practical plan for the first months.
• Plan how to start a nonprofit organizationA step-by-step launch plan for a nonprofit: mission, legal setup, board, first funding, operations, and measuring impact.
• Review the health of my consulting or agency businessA quarterly review of revenue, client concentration, rates, utilization, and pipeline, with the few changes that matter most.
• Screen a company I might acquire for strategic fitA structured first-pass screen of an acquisition target covering rationale, fit, valuation logic, integration risk, and deal-breakers.
• Decide whether to build, buy, or partner for a capabilityA side-by-side recommendation on building in-house, buying a vendor tool, or partnering, with total cost and risk.
• Decide which pricing plan a new feature belongs inA packaging recommendation that weighs adoption, upgrade pull, and fairness to existing customers.
• Plan a move from seat-based to usage-based pricingA pricing transition plan covering the value metric, revenue impact by customer, migration path, and risks.

See all 78 Business Strategy & Startups prompts

Projects & Operations prompts

• Write an RFQ or RFP to send to suppliersA clear RFQ/RFP document that gets comparable, high-quality bids.
• Write a banquet event order for a wedding or functionA complete BEO that tells kitchen, banquet, AV, and setup teams exactly what to deliver and when.
• Reduce empty miles with better load planning and backhaulsShows where my trucks run empty and how to fix it with backhauls, lane balancing, and planning rules.
• Create a step-by-step checklist to register and open my businessAn ordered setup checklist covering registration, tax IDs, bank account, domain, and basic legal pages.
• Write a procurement plan for a projectA project procurement plan with make-or-buy decisions, sourcing methods, contract types, a lead-time schedule, risks, and roles.
• Plan a move to new accounting softwareBuilds a migration plan with data mapping, cutover date, opening balance checks, and parallel testing so nothing is lost.
• Get quotes and compare venues for an offsite or leadership retreatA venue brief to send out, a scored comparison of the quotes that come back, and the questions to ask before booking.
• Turn my team's updates into a weekly RAG status reportPulls scattered team updates into a weekly status report with honest red-amber-green ratings, risks, and asks.
• Build a production budget for a commercial or video shootA line-item production estimate covering pre-production, shoot days, crew, post, and contingency, with assumptions the client can sign off.
• Reduce excess and obsolete inventory with a disposal planIdentifies slow-moving and obsolete stock, sorts it by recovery option, and builds a plan to free cash and prevent recurrence.
• Build a one-page project dashboard for executives in Excel or PowerPointDesigns a one-page project dashboard with the right KPIs, RAG indicators, and layout, built from your project data.
• Source products from an overseas supplier and order samples safelyFind and vet suppliers on B2B marketplaces like Alibaba, request samples, and judge them before placing a bulk order.

See all 203 Projects & Operations prompts

Legal & Compliance prompts

• Review documents for due diligence red flagsA due diligence document review with red flags and follow-up questions.
• Prepare my data room and understand my term sheet basicsA due-diligence data room checklist plus a plain-language guide to key terms and questions for your lawyer.
• Review a nonprofit Form 990 draft before filingA pre-filing review that catches inconsistencies, governance red flags, and public-facing issues in a nonprofit's annual IRS return.
• Check my sale prices and discount claims for deceptive pricing riskReviews compare-at prices, percent-off claims, countdowns, and free offers for deceptive pricing risk, with safer wording.
• Screen where my business may owe sales taxMaps sales by state against economic and physical nexus factors and lists the questions to resolve with a tax advisor.
• Review a new product or initiative for compliance risks before launchRuns a pre-launch compliance review of a new product, market, or process change and lists requirements, gaps, and launch conditions.
• Assess subrecipient risk and plan grant monitoringA risk assessment and monitoring plan for organizations you pass grant funds to, scaled to their risk and aligned to your award terms.
• Prepare to choose a business structure with my advisorCompares sole proprietorship, partnership, LLC, and corporation for your situation and lists the questions to settle with a professional.
• Draft a bookkeeping or accounting engagement letterDrafts a clear engagement letter that defines scope, exclusions, client responsibilities, and fees to prevent scope creep.
• Understand a tax notice and plan the responseExplains what a tax authority letter is asking for, the deadline, and the response options, and drafts a response outline.
• Document a best-interest recommendation for a client fileA clear record of why a recommended investment or account suits the client's profile, costs, and reasonably available alternatives.
• Draft a gift acceptance policy for non-cash giftsA board-ready policy defining which gifts you accept, who decides, and how to handle stock, real estate, crypto, and in-kind donations.

See all 128 Legal & Compliance prompts

Marketing & Brand prompts

• Write a campaign brief and channel planA campaign brief with objective, audience, message, channels, timeline, and measurement.
• Create a marketing plan for my businessA practical marketing plan: audience, positioning, channels, budget, calendar, and metrics.
• Write a post-sale recap with lessons for next yearA results recap of your seasonal sale, what drove revenue and margin, and a ready playbook for next year.
• Set up and grow a TikTok ShopA launch plan for selling on TikTok Shop, from eligibility and listings to creator affiliates, LIVE selling, and metrics.
• Defend my marketing budget to the CFO with a revenue caseA finance-ready case that connects marketing spend to pipeline and revenue, with honest caveats and asks.
• Improve an underperforming affiliate program using its dataA diagnosis of your affiliate program's metrics with prioritized fixes for recruitment, commissions, and fraud leaks.
• Write a creative brief with one single-minded propositionA one-page agency creative brief built around a real insight and one sharp proposition, ready for the creative team.
• Build a media plan with reach, frequency, and flightingA channel-by-channel media plan with budget split, reach and frequency goals, flighting, and the KPIs each line is accountable for.
• Plan a holiday or seasonal sale with the right offer and timelineA seasonal campaign plan with an offer that protects margin, a phased timeline, and channel roles.
• Create social posts and ad variations for a seasonal saleOrganic social posts and paid ad variations for each sale phase, with testing angles and creative briefs.
• Split my marketing budget across channels for next quarterA channel-by-channel budget allocation based on past efficiency, saturation, and goals, with a reserve for tests.
• Check whether a discount or promotion will actually pay offA break-even and margin analysis for a proposed promotion, including the extra sales it needs and hidden costs.

Data & Analysis prompts

• Find where my construction jobs are losing moneyA job cost review comparing estimate to actual by cost code, with over/under billing and profit fade explained and fixes listed.
• Calculate and explain earned value (CPI, SPI, and EAC)Works out earned value metrics from your figures and explains in plain words what they say about cost and schedule.
• Engineer my menu using item sales and contribution marginSorts every menu item into stars, plowhorses, puzzles, and dogs, with specific actions for each and the next menu.
• Analyze my law firm's utilization, realization, and collectionsA law firm financial health review using standard metrics, with the leaks between hours worked and cash collected traced to causes and fixes.
• Run a sensitivity analysis on my financial model's key driversA sensitivity and break-even analysis that shows which assumptions really move the outcome and by how much.
• Diagnose my digital subscription funnel and reader churnAn analysis of paywall, registration, conversion, and churn data that pinpoints the weakest stage and tests to run next.
• Run a fair lending review of loan pricing and approval dataA structured fair lending analysis plan and readout that tests for disparities in approvals, pricing, and exceptions.
• Analyze my clinic's claim denials and revenue cycle KPIsTurns denial and A/R data into root causes, benchmark gaps, and a prioritized fix list for the front end, coding, and billing teams.
• Set chargeability targets by staff level and test firm profitabilityA model linking chargeable hours, billing rates, leverage, and salaries by level to show whether a professional services firm makes its target margin.
• Break down my results into the business drivers behind themBuilds a driver tree from your results, sizes how much each driver contributed to the change, and names which ones to act on.
• Turn my comps into a pricing recommendation for a sellerA comparative market analysis with adjusted comps, a recommended list-price range, and a plain-English explanation for the seller.
• Find the 20% of activities driving 80% of my resultsRuns a Pareto analysis to show the few activities, customers, or products producing most of your results, and what to cut or double down on.

Thinking & Decisions prompts

• Compare cities I'm thinking of moving toA side-by-side comparison of cities on cost, jobs, lifestyle, and climate, weighted by what matters most to you.
• Compare multiple offers on my listing side by sideA net-proceeds and risk comparison of competing offers, plus counteroffer and multiple-counter options for the seller.
• Decide whether to grow my side hustle or quit my jobA clear-eyed check of income, runway, and risk to decide whether to stay part-time, scale up, or go full-time.
• Compare the offers on my home and decide how to respondA side-by-side view of offers by net proceeds and risk, with counteroffer options and a response plan for multiple offers.
• Map supplier risk and find single points of failureA tiered view of where my supply base is fragile, scored by likelihood and impact, with mitigation actions per critical item.
• Recover after a bad grade or failing classA calm look at your options after a bad grade, with a recovery plan and the right people to talk to at school.
• Build a downturn playbook with trigger points and pre-agreed actionsA staged plan linking specific warning signals to pre-agreed actions, so the leadership team acts early instead of debating under pressure.
• Decide whether to repair or replace aging equipmentA side-by-side comparison of repairing, overhauling, or replacing equipment, using total cost, downtime, and risk.
• Create a cost-benefit analysis comparing my optionsLays out the costs, benefits, payback, and non-financial factors of each option in a comparable table you can paste into Excel.
• Decide whether to repair or replace an aging truckCompares the total cost of keeping, rebuilding, or replacing a fleet vehicle, including downtime, resale, and financing.
• Review grant applications for a foundation's funding decisionA structured review and due diligence summary of each applicant, scored against your criteria, for a program officer or grants committee.

HR & Hiring prompts

• Create an employee development planA personalized growth plan with goals, experiences, learning, and support.
• Plan peak-season store staffing within my labor budgetSeasonal hiring numbers, a day-part coverage model, labor as a percentage of sales, and scheduling-law checks for the holiday rush.
• Write a project brief to find the right freelancerA tight freelancer brief with scope, deliverables, budget, and screening questions, so quotes are accurate and comparable.
• Design a relocation and international assignment support packageSets out what support to offer relocating employees, the legal, tax, and retention risks of leaving gaps, and how to manage them.
• Explain the stock options in a startup job offer to a candidateA plain-language equity explainer for a candidate covering grant size, vesting, strike price, and what it could be worth.
• Decide whether I'm ready to hire my first employeeTests whether your workload and cash justify a first hire, and which arrangement fits: part-time, full-time, contractor, or not yet.
• Work out the true cost of my first employeeA line-by-line budget for a first hire, including taxes, insurance, and training time, plus what the role must bring in to pay off.
• Design an employee equity compensation planA stage-appropriate plan covering equity instruments, pool size, grant guidelines, vesting terms, pitfalls, and how to explain it to employees.
• Plan an equity refresh for key employeesA fair, budgeted plan for refresh grants to retain key people, with criteria, sizing logic, and how to explain it.

Sales prompts

• Draft a sales proposal or business case for a buyerA proposal built around the buyer's problem, solution, value, pricing, and next steps.
• Increase revenue from existing customersUpsell and cross-sell offers, timing, and messages that help customers rather than annoy them.
• Build an account plan for a commercial banking clientA relationship plan that maps the client's financial needs, wallet share, product gaps, and next conversations for a banker.
• Pitch for a spot on a corporate client's outside counsel panelA law firm panel or RFP response that addresses the legal department's real criteria: expertise, staffing, rates, budgets, diversity, and security.
• Decide whether to take on a prospective clientA go or no-go assessment of a new inquiry covering fit, budget, red flags, and the questions to ask before writing a proposal.
• Build a pricing and quote template for my local servicePrices that cover travel, time, and supplies, plus a quote template customers can say yes to quickly.
• Build a line-item estimate and bid for a construction jobA structured estimate with quantities, labor hours, materials, markup, contingency, and a bid summary you can check before submitting.
• Write a proposal to win a new property management clientAn owner-focused management proposal with a rental analysis, fee structure, services, and onboarding plan.

Email & Workplace Communication prompts

• Answer a client's tax question clearly without oversteppingDrafts a plain-language reply to a client's tax question that is accurate, flags what depends on facts, and knows when to refer.
• Tell tax clients their return is going on extensionA clear, reassuring client email explaining an extension, what it does and does not cover, and what the client must do now.
• Make the case for my team to attend a conferenceA short proposal that ties conference attendance to business goals, shows full costs, and plans how the team will share what it learns.
• Write budget instructions and a planning calendar for department headsA clear budget kickoff memo with templates, assumptions, deadlines, and rules so submissions come back usable.
• Explain a client's monthly financials in plain EnglishTurns a P&L and balance sheet into a short, jargon-free update a business owner will read and act on.
• Explain monthly budget results to a non-finance department headA plain-language monthly pack for department heads covering what they spent, why it matters, and what to do next.
• Write a litigation status update for leadershipSummarizes where each dispute stands, what changed, exposure, and the decisions needed, in language executives can act on.
• Request missing documents from a client in one clear listTurns gaps in a client's records into a single, prioritized, easy-to-answer request instead of a dozen back-and-forth emails.

Productivity & Planning prompts

• Plan a kid's birthday party on a budgetA complete party plan with theme, schedule, activities, food, and a cost breakdown that stays within your budget.
• Build my first-year compliance and admin calendarA month-by-month calendar of filings, renewals, tax dates, and admin tasks so nothing gets missed in year one.
• Write a design brief and selections list for my renovationA design brief for designers or contractors plus a selections list of every material and fixture to choose, with order lead times.
• Define the scope and budget for my kitchen or bath renovationA clear scope with must-dos, wants, and cuts, a realistic budget split by category, and a contingency fund before you talk to anyone.
• Design a low-distraction workday with an attention budgetBuilds a daily template for your role that spends your best attention on the highest-value work and contains reactive tasks.

Working with AI prompts

• Connect an AI use case to a measurable business outcomeMaps an AI use case from task improvement to workflow, operational, customer, people, and financial outcomes, with metrics for each.
• Flag the parts of an AI answer that need an expert to reviewMarks which parts of an AI answer need legal, financial, technical, medical, or other expert review, and what to ask that expert.
• Decide which decisions in my role should always stay mine, not AI'sSorts the decisions you make into ones you own, ones AI can prepare, and ones AI can handle, with a personal rule set.

Presentations & Public Speaking prompts

• Build a before-and-after transformation storylineFrames a change, project, or proposal as a vivid before-and-after story with the bridge that gets people there.
• Present the district budget to the school board and communityTurns a district budget into a clear board presentation explaining revenue, spending, trade-offs, and impact on students.
• Prepare testimony for a legislative or budget hearingWritten and oral testimony for a legislative committee, plus likely questions from members and safe, accurate answers.

Customer Support prompts

• Explain a financial aid offer to a student and familyBreaks down a college aid offer into net cost, grants vs. loans, and next steps, with a clear reply to the family.
• Respond to a customer complaint at a bank or financial firmA fair, compliant complaint response that addresses each issue, explains the outcome, and states the customer's escalation rights.
• Resolve a billing dispute with a customerA clear reply and resolution plan for a customer disputing a charge, grounded in the contract and the facts.

Leadership & Management prompts

• Write the CEO letter that opens my board pre-readA concise CEO report for directors covering performance, key issues, and the decisions you need from the board.
• Set marketing OKRs tied to pipeline and revenueQuarterly marketing objectives and measurable key results that connect team work to business outcomes.
• Design a sales contest or SPIFF that doesn't backfireA short-term sales incentive tied to one behavior, with rules, budget, and guardrails against sandbagging and gaming.

Images, Video & Design prompts

• Redesign a room or interiorLayout, style, color, furniture, and budget plan for a room — with visualization prompts.
• Plan a music video concept, storyline, and shot listGet two or three music video concepts, a scene-by-scene storyline, and a shot list sized to your budget and crew.

Learning & Teaching prompts

• Map out a college search plan with my teenA shared college-search timeline that splits tasks between teen and parent, sets cost limits early, and keeps the process low-stress.
• Pick a short list of learning resources for my skill and budgetA small, vetted set of courses, books, or tools mapped to your focus areas, so you stop collecting and start learning.

Career & Job Search prompts

• Compare graduate programs and plan my applicationA side-by-side comparison of MBA or master's programs against your goals, plus a realistic application timeline and checklist.
• Plan the money and timing of a career switchA financial runway and transition timeline so you can switch careers without unnecessary risk.

Writing & Editing prompts

• Write an interim or final grant report to a funderA candid report that maps results to the grant's original objectives, explains variances, and keeps the funder relationship strong.

Fun & Games prompts

• Plan my fantasy football draft for my league's scoring and formatA draft plan built for your league's scoring, roster, and draft slot, with round-by-round targets, backup plans, and a cheat-sheet structure.

Software Development prompts

• Define SLOs and alerts that only page for real problemsSets service level objectives and turns them into alert rules that catch user-facing problems without waking people up for noise.

Meetings prompts

• Prepare a monthly S&OP meeting pack and decision agendaA sales and operations planning pack that reconciles demand, supply, and inventory and frames the decisions leaders must make.

Research & Summaries prompts

• Write a commodity and market price outlook for stakeholdersA short market brief on the commodities or categories I buy, with drivers, scenarios, and buying actions, based only on sources I provide.