Top 10 Prompts for Financial Professionals:

1. Summarize revenue and expense trends for the last quarter.
2. Generate a 12-month cash flow forecast based on recent data.
3. Compare actual vs. budgeted spend, highlight major variances, and suggest next steps.
4. Set a SMART financial goal to improve EBITDA margin for the next quarter.
5. Detect and flag potentially fraudulent or unusual transactions from recent statements.
6. List all upcoming financial compliance milestones and recommend actions for any gaps.
7. Analyze top customers or vendors and suggest ways to optimize working capital.
8. Draft an executive financial summary for board review, highlighting wins and losses.
9. Model best- and worst-case scenarios for our investment portfolio.
10. Assess the impact of a 2% interest rate increase on company profitability and debt.

How to Create Effective Prompts:

• Be Specific: Clearly state what you want (e.g., "summarize expenses by department for Q2").

• Give Context: Mention relevant details like time period, type of data, or particular focus (e.g., "for 2024 only").

• State the Format: If needed, specify the format—bullet points, tables, or summaries.

• Ask for Analysis or Action: Go beyond reporting—ask for explanations, insights, or recommendations.

• Iterate and Refine: If the AI answers are too broad or generic, add detail or clarify your request.

• Example Structure:

  "Analyze [data/period] and [do what—summarize, compare, detect, forecast], focusing on [specific metric/issue]."

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Other Important Prompts :