- Efficiency and Accuracy: AI prompts can significantly enhance the efficiency and accuracy of financial tasks, such as data analysis, forecasting, and reporting, by automating repetitive processes and reducing human error.
- Strategic Insights: Utilizing AI prompts enables finance professionals to gain deeper strategic insights through advanced data analytics, helping in better decision-making and identifying new business opportunities.
- Enhanced Productivity: By leveraging AI prompts, finance teams can streamline their workflows, allowing them to focus on higher-value activities and improving overall productivity and performance.
Picture this: it’s the end of the quarter, and you’re juggling a dozen competing priorities. You’re analyzing budgets, ensuring compliance, forecasting revenue, and prepping reports for stakeholders—all while trying to stay ahead of emerging market trends. It’s a balancing act, and it often feels like there aren’t enough hours in the day.
Enter AI. By automating repetitive tasks and surfacing actionable insights, AI tools can help finance professionals save time, reduce errors, and focus on strategic decision-making. To help you get started, we’ve compiled 30 AI prompts tailored to streamline your work and supercharge your productivity.
AI prompts for strategic planning and forecasting
AI prompts for budgeting and expense management
AI prompts for risk and compliance
AI prompts for operational efficiency
AI prompts for investment and valuation
AI prompts for financial insights and planning
<h2 id="for-strategic-planning-and-forecasting">AI prompts for strategic planning and forecasting</h2>
Stay ahead of the curve with prompts that help you predict trends, model scenarios, and benchmark performance against industry standards.
Financial forecasting
Prompt:
<div class="rich-text-prompt">
<div fs-copyclip-element="copy-this">Analyze historical revenue data and predict next quarter’s revenue based on current market trends.</div>
<div class="pl-template-2col_copy-to-clipboard">
<div fs-copyclip-element="click" class="pl-template-2col_copy-to-clipboard_embed">
<svg xmlns="http://www.w3.org/2000/svg" fill="none" viewBox="0 0 16 16" height="16" width="16">
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What it does: Provides clear revenue projections to help finance teams anticipate fluctuations and plan strategically.
Scenario planning
Prompt:
<div class="rich-text-prompt">
<div fs-copyclip-element="copy-this-2">Model the financial impact of a 10% increase in raw material costs.</div>
<div class="pl-template-2col_copy-to-clipboard">
<div fs-copyclip-element="click-2" class="pl-template-2col_copy-to-clipboard_embed">
<svg xmlns="http://www.w3.org/2000/svg" fill="none" viewBox="0 0 16 16" height="16" width="16">
<g clip-path="url(#clip0_1666_9489)">
<path fill="currentColor" d="M7.33333 6.75C7.01117 6.75 6.75 7.01117 6.75 7.33333V13.3333C6.75 13.6555 7.01117 13.9167 7.33333 13.9167H13.3333C13.6555 13.9167 13.9167 13.6555 13.9167 13.3333V7.33333C13.9167 7.01117 13.6555 6.75 13.3333 6.75H7.33333ZM5.25 7.33333C5.25 6.18274 6.18274 5.25 7.33333 5.25H13.3333C14.4839 5.25 15.4167 6.18274 15.4167 7.33333V13.3333C15.4167 14.4839 14.4839 15.4167 13.3333 15.4167H7.33333C6.18274 15.4167 5.25 14.4839 5.25 13.3333V7.33333Z"
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What it does: Helps businesses prepare for cost fluctuations and mitigate potential risks.
Benchmarking
Prompt:
<div class="rich-text-prompt">
<div fs-copyclip-element="copy-this-3">Compare our company’s financial performance against industry standards.</div>
<div class="pl-template-2col_copy-to-clipboard">
<div fs-copyclip-element="click-3" class="pl-template-2col_copy-to-clipboard_embed">
<svg xmlns="http://www.w3.org/2000/svg" fill="none" viewBox="0 0 16 16" height="16" width="16">
<g clip-path="url(#clip0_1666_9489)">
<path fill="currentColor" d="M7.33333 6.75C7.01117 6.75 6.75 7.01117 6.75 7.33333V13.3333C6.75 13.6555 7.01117 13.9167 7.33333 13.9167H13.3333C13.6555 13.9167 13.9167 13.6555 13.9167 13.3333V7.33333C13.9167 7.01117 13.6555 6.75 13.3333 6.75H7.33333ZM5.25 7.33333C5.25 6.18274 6.18274 5.25 7.33333 5.25H13.3333C14.4839 5.25 15.4167 6.18274 15.4167 7.33333V13.3333C15.4167 14.4839 14.4839 15.4167 13.3333 15.4167H7.33333C6.18274 15.4167 5.25 14.4839 5.25 13.3333V7.33333Z"
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What it does: Identifies areas to improve while showcasing competitive strengths.
Trend analysis
Prompt:
<div class="rich-text-prompt">
<div fs-copyclip-element="copy-this-4">Highlight emerging financial trends from the past year’s data.</div>
<div class="pl-template-2col_copy-to-clipboard">
<div fs-copyclip-element="click-4" class="pl-template-2col_copy-to-clipboard_embed">
<svg xmlns="http://www.w3.org/2000/svg" fill="none" viewBox="0 0 16 16" height="16" width="16">
<g clip-path="url(#clip0_1666_9489)">
<path fill="currentColor" d="M7.33333 6.75C7.01117 6.75 6.75 7.01117 6.75 7.33333V13.3333C6.75 13.6555 7.01117 13.9167 7.33333 13.9167H13.3333C13.6555 13.9167 13.9167 13.6555 13.9167 13.3333V7.33333C13.9167 7.01117 13.6555 6.75 13.3333 6.75H7.33333ZM5.25 7.33333C5.25 6.18274 6.18274 5.25 7.33333 5.25H13.3333C14.4839 5.25 15.4167 6.18274 15.4167 7.33333V13.3333C15.4167 14.4839 14.4839 15.4167 13.3333 15.4167H7.33333C6.18274 15.4167 5.25 14.4839 5.25 13.3333V7.33333Z"
clip-rule="evenodd" fill-rule="evenodd"></path>
<path fill="currentColor" d="M2.66683 2.08301C2.51212 2.08301 2.36375 2.14447 2.25435 2.25386C2.14495 2.36326 2.0835 2.51163 2.0835 2.66634V8.66634C2.0835 8.82105 2.14495 8.96942 2.25435 9.07882C2.36375 9.18822 2.51212 9.24967 2.66683 9.24967H3.3335C3.74771 9.24967 4.0835 9.58546 4.0835 9.99967C4.0835 10.4139 3.74771 10.7497 3.3335 10.7497H2.66683C2.11429 10.7497 1.58439 10.5302 1.19369 10.1395C0.802989 9.74878 0.583496 9.21888 0.583496 8.66634V2.66634C0.583496 2.11381 0.802989 1.5839 1.19369 1.1932C1.58439 0.802501 2.1143 0.583008 2.66683 0.583008H8.66683C9.21936 0.583008 9.74927 0.802501 10.14 1.1932C10.5307 1.5839 10.7502 2.11381 10.7502 2.66634V3.33301C10.7502 3.74722 10.4144 4.08301 10.0002 4.08301C9.58595 4.08301 9.25016 3.74722 9.25016 3.33301V2.66634C9.25016 2.51163 9.18871 2.36326 9.07931 2.25386C8.96991 2.14447 8.82154 2.08301 8.66683 2.08301H2.66683Z"
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What it does: Uncovers actionable insights to keep businesses ahead of market shifts.
Currency exchange forecasting
Prompt:
<div class="rich-text-prompt">
<div fs-copyclip-element="copy-this-5">Predict currency exchange rate fluctuations over the next quarter.</div>
<div class="pl-template-2col_copy-to-clipboard">
<div fs-copyclip-element="click-5" class="pl-template-2col_copy-to-clipboard_embed">
<svg xmlns="http://www.w3.org/2000/svg" fill="none" viewBox="0 0 16 16" height="16" width="16">
<g clip-path="url(#clip0_1666_9489)">
<path fill="currentColor" d="M7.33333 6.75C7.01117 6.75 6.75 7.01117 6.75 7.33333V13.3333C6.75 13.6555 7.01117 13.9167 7.33333 13.9167H13.3333C13.6555 13.9167 13.9167 13.6555 13.9167 13.3333V7.33333C13.9167 7.01117 13.6555 6.75 13.3333 6.75H7.33333ZM5.25 7.33333C5.25 6.18274 6.18274 5.25 7.33333 5.25H13.3333C14.4839 5.25 15.4167 6.18274 15.4167 7.33333V13.3333C15.4167 14.4839 14.4839 15.4167 13.3333 15.4167H7.33333C6.18274 15.4167 5.25 14.4839 5.25 13.3333V7.33333Z"
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What it does: Simplifies planning for international transactions with informed forecasts.
Tax planning
Prompt:
<div class="rich-text-prompt">
<div fs-copyclip-element="copy-this-6">Identify potential tax deductions for this fiscal year based on categorized expenses.</div>
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<div fs-copyclip-element="click-6" class="pl-template-2col_copy-to-clipboard_embed">
<svg xmlns="http://www.w3.org/2000/svg" fill="none" viewBox="0 0 16 16" height="16" width="16">
<g clip-path="url(#clip0_1666_9489)">
<path fill="currentColor" d="M7.33333 6.75C7.01117 6.75 6.75 7.01117 6.75 7.33333V13.3333C6.75 13.6555 7.01117 13.9167 7.33333 13.9167H13.3333C13.6555 13.9167 13.9167 13.6555 13.9167 13.3333V7.33333C13.9167 7.01117 13.6555 6.75 13.3333 6.75H7.33333ZM5.25 7.33333C5.25 6.18274 6.18274 5.25 7.33333 5.25H13.3333C14.4839 5.25 15.4167 6.18274 15.4167 7.33333V13.3333C15.4167 14.4839 14.4839 15.4167 13.3333 15.4167H7.33333C6.18274 15.4167 5.25 14.4839 5.25 13.3333V7.33333Z"
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<path fill="currentColor" d="M2.66683 2.08301C2.51212 2.08301 2.36375 2.14447 2.25435 2.25386C2.14495 2.36326 2.0835 2.51163 2.0835 2.66634V8.66634C2.0835 8.82105 2.14495 8.96942 2.25435 9.07882C2.36375 9.18822 2.51212 9.24967 2.66683 9.24967H3.3335C3.74771 9.24967 4.0835 9.58546 4.0835 9.99967C4.0835 10.4139 3.74771 10.7497 3.3335 10.7497H2.66683C2.11429 10.7497 1.58439 10.5302 1.19369 10.1395C0.802989 9.74878 0.583496 9.21888 0.583496 8.66634V2.66634C0.583496 2.11381 0.802989 1.5839 1.19369 1.1932C1.58439 0.802501 2.1143 0.583008 2.66683 0.583008H8.66683C9.21936 0.583008 9.74927 0.802501 10.14 1.1932C10.5307 1.5839 10.7502 2.11381 10.7502 2.66634V3.33301C10.7502 3.74722 10.4144 4.08301 10.0002 4.08301C9.58595 4.08301 9.25016 3.74722 9.25016 3.33301V2.66634C9.25016 2.51163 9.18871 2.36326 9.07931 2.25386C8.96991 2.14447 8.82154 2.08301 8.66683 2.08301H2.66683Z"
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What it does: Ensures compliance while maximizing eligible deductions.
<h2 id="for-budgeting-and-expense-management">AI prompts for budgeting and expense management</h2>
Optimize spending and streamline financial operations with prompts that categorize expenses, manage budgets, and assess cost-benefit scenarios.
Expense categorization
Prompt:
<div class="rich-text-prompt">
<div fs-copyclip-element="copy-this-7">Sort recent transactions into categories and highlight unusual expenses.</div>
<div class="pl-template-2col_copy-to-clipboard">
<div fs-copyclip-element="click-7" class="pl-template-2col_copy-to-clipboard_embed">
<svg xmlns="http://www.w3.org/2000/svg" fill="none" viewBox="0 0 16 16" height="16" width="16">
<g clip-path="url(#clip0_1666_9489)">
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clip-rule="evenodd" fill-rule="evenodd"></path>
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What it does: Streamlines bookkeeping and flags irregular spending for review.
Budget optimization
Prompt:
<div class="rich-text-prompt">
<div fs-copyclip-element="copy-this-8">Analyze this month’s budget and suggest areas where expenses can be reduced.</div>
<div class="pl-template-2col_copy-to-clipboard">
<div fs-copyclip-element="click-8" class="pl-template-2col_copy-to-clipboard_embed">
<svg xmlns="http://www.w3.org/2000/svg" fill="none" viewBox="0 0 16 16" height="16" width="16">
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<path fill="currentColor" d="M7.33333 6.75C7.01117 6.75 6.75 7.01117 6.75 7.33333V13.3333C6.75 13.6555 7.01117 13.9167 7.33333 13.9167H13.3333C13.6555 13.9167 13.9167 13.6555 13.9167 13.3333V7.33333C13.9167 7.01117 13.6555 6.75 13.3333 6.75H7.33333ZM5.25 7.33333C5.25 6.18274 6.18274 5.25 7.33333 5.25H13.3333C14.4839 5.25 15.4167 6.18274 15.4167 7.33333V13.3333C15.4167 14.4839 14.4839 15.4167 13.3333 15.4167H7.33333C6.18274 15.4167 5.25 14.4839 5.25 13.3333V7.33333Z"
clip-rule="evenodd" fill-rule="evenodd"></path>
<path fill="currentColor" d="M2.66683 2.08301C2.51212 2.08301 2.36375 2.14447 2.25435 2.25386C2.14495 2.36326 2.0835 2.51163 2.0835 2.66634V8.66634C2.0835 8.82105 2.14495 8.96942 2.25435 9.07882C2.36375 9.18822 2.51212 9.24967 2.66683 9.24967H3.3335C3.74771 9.24967 4.0835 9.58546 4.0835 9.99967C4.0835 10.4139 3.74771 10.7497 3.3335 10.7497H2.66683C2.11429 10.7497 1.58439 10.5302 1.19369 10.1395C0.802989 9.74878 0.583496 9.21888 0.583496 8.66634V2.66634C0.583496 2.11381 0.802989 1.5839 1.19369 1.1932C1.58439 0.802501 2.1143 0.583008 2.66683 0.583008H8.66683C9.21936 0.583008 9.74927 0.802501 10.14 1.1932C10.5307 1.5839 10.7502 2.11381 10.7502 2.66634V3.33301C10.7502 3.74722 10.4144 4.08301 10.0002 4.08301C9.58595 4.08301 9.25016 3.74722 9.25016 3.33301V2.66634C9.25016 2.51163 9.18871 2.36326 9.07931 2.25386C8.96991 2.14447 8.82154 2.08301 8.66683 2.08301H2.66683Z"
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What it does: Identifies cost-saving opportunities to ensure efficient spending.
Debt management
Prompt:
<div class="rich-text-prompt">
<div fs-copyclip-element="copy-this-9">Suggest strategies to pay down debt faster without straining cash flow.</div>
<div class="pl-template-2col_copy-to-clipboard">
<div fs-copyclip-element="click-9" class="pl-template-2col_copy-to-clipboard_embed">
<svg xmlns="http://www.w3.org/2000/svg" fill="none" viewBox="0 0 16 16" height="16" width="16">
<g clip-path="url(#clip0_1666_9489)">
<path fill="currentColor" d="M7.33333 6.75C7.01117 6.75 6.75 7.01117 6.75 7.33333V13.3333C6.75 13.6555 7.01117 13.9167 7.33333 13.9167H13.3333C13.6555 13.9167 13.9167 13.6555 13.9167 13.3333V7.33333C13.9167 7.01117 13.6555 6.75 13.3333 6.75H7.33333ZM5.25 7.33333C5.25 6.18274 6.18274 5.25 7.33333 5.25H13.3333C14.4839 5.25 15.4167 6.18274 15.4167 7.33333V13.3333C15.4167 14.4839 14.4839 15.4167 13.3333 15.4167H7.33333C6.18274 15.4167 5.25 14.4839 5.25 13.3333V7.33333Z"
clip-rule="evenodd" fill-rule="evenodd"></path>
<path fill="currentColor" d="M2.66683 2.08301C2.51212 2.08301 2.36375 2.14447 2.25435 2.25386C2.14495 2.36326 2.0835 2.51163 2.0835 2.66634V8.66634C2.0835 8.82105 2.14495 8.96942 2.25435 9.07882C2.36375 9.18822 2.51212 9.24967 2.66683 9.24967H3.3335C3.74771 9.24967 4.0835 9.58546 4.0835 9.99967C4.0835 10.4139 3.74771 10.7497 3.3335 10.7497H2.66683C2.11429 10.7497 1.58439 10.5302 1.19369 10.1395C0.802989 9.74878 0.583496 9.21888 0.583496 8.66634V2.66634C0.583496 2.11381 0.802989 1.5839 1.19369 1.1932C1.58439 0.802501 2.1143 0.583008 2.66683 0.583008H8.66683C9.21936 0.583008 9.74927 0.802501 10.14 1.1932C10.5307 1.5839 10.7502 2.11381 10.7502 2.66634V3.33301C10.7502 3.74722 10.4144 4.08301 10.0002 4.08301C9.58595 4.08301 9.25016 3.74722 9.25016 3.33301V2.66634C9.25016 2.51163 9.18871 2.36326 9.07931 2.25386C8.96991 2.14447 8.82154 2.08301 8.66683 2.08301H2.66683Z"
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<defs>
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<rect fill="white" height="16" width="16"></rect>
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What it does: Provides balanced strategies to reduce debt while considering day-to-day financial needs.
Cost-benefit analysis
Prompt:
<div class="rich-text-prompt">
<div fs-copyclip-element="copy-this-10">Evaluate the cost vs. benefit of a proposed project investment.</div>
<div class="pl-template-2col_copy-to-clipboard">
<div fs-copyclip-element="click-10" class="pl-template-2col_copy-to-clipboard_embed">
<svg xmlns="http://www.w3.org/2000/svg" fill="none" viewBox="0 0 16 16" height="16" width="16">
<g clip-path="url(#clip0_1666_9489)">
<path fill="currentColor" d="M7.33333 6.75C7.01117 6.75 6.75 7.01117 6.75 7.33333V13.3333C6.75 13.6555 7.01117 13.9167 7.33333 13.9167H13.3333C13.6555 13.9167 13.9167 13.6555 13.9167 13.3333V7.33333C13.9167 7.01117 13.6555 6.75 13.3333 6.75H7.33333ZM5.25 7.33333C5.25 6.18274 6.18274 5.25 7.33333 5.25H13.3333C14.4839 5.25 15.4167 6.18274 15.4167 7.33333V13.3333C15.4167 14.4839 14.4839 15.4167 13.3333 15.4167H7.33333C6.18274 15.4167 5.25 14.4839 5.25 13.3333V7.33333Z"
clip-rule="evenodd" fill-rule="evenodd"></path>
<path fill="currentColor" d="M2.66683 2.08301C2.51212 2.08301 2.36375 2.14447 2.25435 2.25386C2.14495 2.36326 2.0835 2.51163 2.0835 2.66634V8.66634C2.0835 8.82105 2.14495 8.96942 2.25435 9.07882C2.36375 9.18822 2.51212 9.24967 2.66683 9.24967H3.3335C3.74771 9.24967 4.0835 9.58546 4.0835 9.99967C4.0835 10.4139 3.74771 10.7497 3.3335 10.7497H2.66683C2.11429 10.7497 1.58439 10.5302 1.19369 10.1395C0.802989 9.74878 0.583496 9.21888 0.583496 8.66634V2.66634C0.583496 2.11381 0.802989 1.5839 1.19369 1.1932C1.58439 0.802501 2.1143 0.583008 2.66683 0.583008H8.66683C9.21936 0.583008 9.74927 0.802501 10.14 1.1932C10.5307 1.5839 10.7502 2.11381 10.7502 2.66634V3.33301C10.7502 3.74722 10.4144 4.08301 10.0002 4.08301C9.58595 4.08301 9.25016 3.74722 9.25016 3.33301V2.66634C9.25016 2.51163 9.18871 2.36326 9.07931 2.25386C8.96991 2.14447 8.82154 2.08301 8.66683 2.08301H2.66683Z"
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What it does: Guides decision-making with a clear understanding on the potential returns of business investments.
Vendor payment analysis
Prompt:
<div class="rich-text-prompt">
<div fs-copyclip-element="copy-this-11">Review payment schedules and highlight any overdue vendor payments.</div>
<div class="pl-template-2col_copy-to-clipboard">
<div fs-copyclip-element="click-11" class="pl-template-2col_copy-to-clipboard_embed">
<svg xmlns="http://www.w3.org/2000/svg" fill="none" viewBox="0 0 16 16" height="16" width="16">
<g clip-path="url(#clip0_1666_9489)">
<path fill="currentColor" d="M7.33333 6.75C7.01117 6.75 6.75 7.01117 6.75 7.33333V13.3333C6.75 13.6555 7.01117 13.9167 7.33333 13.9167H13.3333C13.6555 13.9167 13.9167 13.6555 13.9167 13.3333V7.33333C13.9167 7.01117 13.6555 6.75 13.3333 6.75H7.33333ZM5.25 7.33333C5.25 6.18274 6.18274 5.25 7.33333 5.25H13.3333C14.4839 5.25 15.4167 6.18274 15.4167 7.33333V13.3333C15.4167 14.4839 14.4839 15.4167 13.3333 15.4167H7.33333C6.18274 15.4167 5.25 14.4839 5.25 13.3333V7.33333Z"
clip-rule="evenodd" fill-rule="evenodd"></path>
<path fill="currentColor" d="M2.66683 2.08301C2.51212 2.08301 2.36375 2.14447 2.25435 2.25386C2.14495 2.36326 2.0835 2.51163 2.0835 2.66634V8.66634C2.0835 8.82105 2.14495 8.96942 2.25435 9.07882C2.36375 9.18822 2.51212 9.24967 2.66683 9.24967H3.3335C3.74771 9.24967 4.0835 9.58546 4.0835 9.99967C4.0835 10.4139 3.74771 10.7497 3.3335 10.7497H2.66683C2.11429 10.7497 1.58439 10.5302 1.19369 10.1395C0.802989 9.74878 0.583496 9.21888 0.583496 8.66634V2.66634C0.583496 2.11381 0.802989 1.5839 1.19369 1.1932C1.58439 0.802501 2.1143 0.583008 2.66683 0.583008H8.66683C9.21936 0.583008 9.74927 0.802501 10.14 1.1932C10.5307 1.5839 10.7502 2.11381 10.7502 2.66634V3.33301C10.7502 3.74722 10.4144 4.08301 10.0002 4.08301C9.58595 4.08301 9.25016 3.74722 9.25016 3.33301V2.66634C9.25016 2.51163 9.18871 2.36326 9.07931 2.25386C8.96991 2.14447 8.82154 2.08301 8.66683 2.08301H2.66683Z"
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<defs>
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<div class="pl-template-2col_copy-to-clipboard_tooltip" style="transform: translate3d(0px, 0.5rem, 0px) scale3d(1, 1, 1) rotateX(0deg) rotateY(0deg) rotateZ(0deg) skew(0deg, 0deg); transform-style: preserve-3d; opacity: 0;">
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What it does: Ensures timely payments to maintain strong vendor relationships.
<h2 id="for-risk-and-compliance">AI prompts for risk and compliance</h2>
Protect your organization with prompts designed to assess credit risk, detect fraud, and ensure compliance with regulatory standards.
Credit risk assessment
Prompt:
<div class="rich-text-prompt">
<div fs-copyclip-element="copy-this-12">Assess the credit risk of a borrower based on their financial history and market conditions.</div>
<div class="pl-template-2col_copy-to-clipboard">
<div fs-copyclip-element="click-12" class="pl-template-2col_copy-to-clipboard_embed">
<svg xmlns="http://www.w3.org/2000/svg" fill="none" viewBox="0 0 16 16" height="16" width="16">
<g clip-path="url(#clip0_1666_9489)">
<path fill="currentColor" d="M7.33333 6.75C7.01117 6.75 6.75 7.01117 6.75 7.33333V13.3333C6.75 13.6555 7.01117 13.9167 7.33333 13.9167H13.3333C13.6555 13.9167 13.9167 13.6555 13.9167 13.3333V7.33333C13.9167 7.01117 13.6555 6.75 13.3333 6.75H7.33333ZM5.25 7.33333C5.25 6.18274 6.18274 5.25 7.33333 5.25H13.3333C14.4839 5.25 15.4167 6.18274 15.4167 7.33333V13.3333C15.4167 14.4839 14.4839 15.4167 13.3333 15.4167H7.33333C6.18274 15.4167 5.25 14.4839 5.25 13.3333V7.33333Z"
clip-rule="evenodd" fill-rule="evenodd"></path>
<path fill="currentColor" d="M2.66683 2.08301C2.51212 2.08301 2.36375 2.14447 2.25435 2.25386C2.14495 2.36326 2.0835 2.51163 2.0835 2.66634V8.66634C2.0835 8.82105 2.14495 8.96942 2.25435 9.07882C2.36375 9.18822 2.51212 9.24967 2.66683 9.24967H3.3335C3.74771 9.24967 4.0835 9.58546 4.0835 9.99967C4.0835 10.4139 3.74771 10.7497 3.3335 10.7497H2.66683C2.11429 10.7497 1.58439 10.5302 1.19369 10.1395C0.802989 9.74878 0.583496 9.21888 0.583496 8.66634V2.66634C0.583496 2.11381 0.802989 1.5839 1.19369 1.1932C1.58439 0.802501 2.1143 0.583008 2.66683 0.583008H8.66683C9.21936 0.583008 9.74927 0.802501 10.14 1.1932C10.5307 1.5839 10.7502 2.11381 10.7502 2.66634V3.33301C10.7502 3.74722 10.4144 4.08301 10.0002 4.08301C9.58595 4.08301 9.25016 3.74722 9.25016 3.33301V2.66634C9.25016 2.51163 9.18871 2.36326 9.07931 2.25386C8.96991 2.14447 8.82154 2.08301 8.66683 2.08301H2.66683Z"
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<defs>
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<rect fill="white" height="16" width="16"></rect>
</clipPath>
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<div class="pl-template-2col_copy-to-clipboard_tooltip" style="transform: translate3d(0px, 0.5rem, 0px) scale3d(1, 1, 1) rotateX(0deg) rotateY(0deg) rotateZ(0deg) skew(0deg, 0deg); transform-style: preserve-3d; opacity: 0;">
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What it does: Aids in making informed lending decisions.
Fraud detection
Prompt:
<div class="rich-text-prompt">
<div fs-copyclip-element="copy-this-13">Identify suspicious transactions from the last six months.</div>
<div class="pl-template-2col_copy-to-clipboard">
<div fs-copyclip-element="click-13" class="pl-template-2col_copy-to-clipboard_embed">
<svg xmlns="http://www.w3.org/2000/svg" fill="none" viewBox="0 0 16 16" height="16" width="16">
<g clip-path="url(#clip0_1666_9489)">
<path fill="currentColor" d="M7.33333 6.75C7.01117 6.75 6.75 7.01117 6.75 7.33333V13.3333C6.75 13.6555 7.01117 13.9167 7.33333 13.9167H13.3333C13.6555 13.9167 13.9167 13.6555 13.9167 13.3333V7.33333C13.9167 7.01117 13.6555 6.75 13.3333 6.75H7.33333ZM5.25 7.33333C5.25 6.18274 6.18274 5.25 7.33333 5.25H13.3333C14.4839 5.25 15.4167 6.18274 15.4167 7.33333V13.3333C15.4167 14.4839 14.4839 15.4167 13.3333 15.4167H7.33333C6.18274 15.4167 5.25 14.4839 5.25 13.3333V7.33333Z"
clip-rule="evenodd" fill-rule="evenodd"></path>
<path fill="currentColor" d="M2.66683 2.08301C2.51212 2.08301 2.36375 2.14447 2.25435 2.25386C2.14495 2.36326 2.0835 2.51163 2.0835 2.66634V8.66634C2.0835 8.82105 2.14495 8.96942 2.25435 9.07882C2.36375 9.18822 2.51212 9.24967 2.66683 9.24967H3.3335C3.74771 9.24967 4.0835 9.58546 4.0835 9.99967C4.0835 10.4139 3.74771 10.7497 3.3335 10.7497H2.66683C2.11429 10.7497 1.58439 10.5302 1.19369 10.1395C0.802989 9.74878 0.583496 9.21888 0.583496 8.66634V2.66634C0.583496 2.11381 0.802989 1.5839 1.19369 1.1932C1.58439 0.802501 2.1143 0.583008 2.66683 0.583008H8.66683C9.21936 0.583008 9.74927 0.802501 10.14 1.1932C10.5307 1.5839 10.7502 2.11381 10.7502 2.66634V3.33301C10.7502 3.74722 10.4144 4.08301 10.0002 4.08301C9.58595 4.08301 9.25016 3.74722 9.25016 3.33301V2.66634C9.25016 2.51163 9.18871 2.36326 9.07931 2.25386C8.96991 2.14447 8.82154 2.08301 8.66683 2.08301H2.66683Z"
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What it does: Protects assets by catching and addressing fraudulent activities early.
Financial compliance monitoring
Prompt:
<div class="rich-text-prompt">
<div fs-copyclip-element="copy-this-14">Review recent financial activities for compliance with relevant regulations.</div>
<div class="pl-template-2col_copy-to-clipboard">
<div fs-copyclip-element="click-14" class="pl-template-2col_copy-to-clipboard_embed">
<svg xmlns="http://www.w3.org/2000/svg" fill="none" viewBox="0 0 16 16" height="16" width="16">
<g clip-path="url(#clip0_1666_9489)">
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clip-rule="evenodd" fill-rule="evenodd"></path>
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What it does: Reduces the risk of non-compliance and associated penalties by ensuring adherence to financial regulations.
Risk management
Prompt:
<div class="rich-text-prompt">
<div fs-copyclip-element="copy-this-15">Analyze potential financial risks based on current market conditions.</div>
<div class="pl-template-2col_copy-to-clipboard">
<div fs-copyclip-element="click-15" class="pl-template-2col_copy-to-clipboard_embed">
<svg xmlns="http://www.w3.org/2000/svg" fill="none" viewBox="0 0 16 16" height="16" width="16">
<g clip-path="url(#clip0_1666_9489)">
<path fill="currentColor" d="M7.33333 6.75C7.01117 6.75 6.75 7.01117 6.75 7.33333V13.3333C6.75 13.6555 7.01117 13.9167 7.33333 13.9167H13.3333C13.6555 13.9167 13.9167 13.6555 13.9167 13.3333V7.33333C13.9167 7.01117 13.6555 6.75 13.3333 6.75H7.33333ZM5.25 7.33333C5.25 6.18274 6.18274 5.25 7.33333 5.25H13.3333C14.4839 5.25 15.4167 6.18274 15.4167 7.33333V13.3333C15.4167 14.4839 14.4839 15.4167 13.3333 15.4167H7.33333C6.18274 15.4167 5.25 14.4839 5.25 13.3333V7.33333Z"
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What it does: Proactively identifies risks to safeguard business assets.
<h2 id="for-operational-efficiency">AI prompts for operational efficiency</h2>
Simplify day-to-day processes and uncover insights with prompts for automating reports, optimizing payroll, and visualizing data.
Payroll optimization
Prompt:
<div class="rich-text-prompt">
<div fs-copyclip-element="copy-this-16">Analyze payroll data and suggest ways to optimize compensation structures.</div>
<div class="pl-template-2col_copy-to-clipboard">
<div fs-copyclip-element="click-16" class="pl-template-2col_copy-to-clipboard_embed">
<svg xmlns="http://www.w3.org/2000/svg" fill="none" viewBox="0 0 16 16" height="16" width="16">
<g clip-path="url(#clip0_1666_9489)">
<path fill="currentColor" d="M7.33333 6.75C7.01117 6.75 6.75 7.01117 6.75 7.33333V13.3333C6.75 13.6555 7.01117 13.9167 7.33333 13.9167H13.3333C13.6555 13.9167 13.9167 13.6555 13.9167 13.3333V7.33333C13.9167 7.01117 13.6555 6.75 13.3333 6.75H7.33333ZM5.25 7.33333C5.25 6.18274 6.18274 5.25 7.33333 5.25H13.3333C14.4839 5.25 15.4167 6.18274 15.4167 7.33333V13.3333C15.4167 14.4839 14.4839 15.4167 13.3333 15.4167H7.33333C6.18274 15.4167 5.25 14.4839 5.25 13.3333V7.33333Z"
clip-rule="evenodd" fill-rule="evenodd"></path>
<path fill="currentColor" d="M2.66683 2.08301C2.51212 2.08301 2.36375 2.14447 2.25435 2.25386C2.14495 2.36326 2.0835 2.51163 2.0835 2.66634V8.66634C2.0835 8.82105 2.14495 8.96942 2.25435 9.07882C2.36375 9.18822 2.51212 9.24967 2.66683 9.24967H3.3335C3.74771 9.24967 4.0835 9.58546 4.0835 9.99967C4.0835 10.4139 3.74771 10.7497 3.3335 10.7497H2.66683C2.11429 10.7497 1.58439 10.5302 1.19369 10.1395C0.802989 9.74878 0.583496 9.21888 0.583496 8.66634V2.66634C0.583496 2.11381 0.802989 1.5839 1.19369 1.1932C1.58439 0.802501 2.1143 0.583008 2.66683 0.583008H8.66683C9.21936 0.583008 9.74927 0.802501 10.14 1.1932C10.5307 1.5839 10.7502 2.11381 10.7502 2.66634V3.33301C10.7502 3.74722 10.4144 4.08301 10.0002 4.08301C9.58595 4.08301 9.25016 3.74722 9.25016 3.33301V2.66634C9.25016 2.51163 9.18871 2.36326 9.07931 2.25386C8.96991 2.14447 8.82154 2.08301 8.66683 2.08301H2.66683Z"
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What it does: Enhances employee satisfaction while controlling payroll costs.
Automated reporting
Prompt:
<div class="rich-text-prompt">
<div fs-copyclip-element="copy-this-17">Generate a financial summary report for stakeholders, highlighting key trends.</div>
<div class="pl-template-2col_copy-to-clipboard">
<div fs-copyclip-element="click-17" class="pl-template-2col_copy-to-clipboard_embed">
<svg xmlns="http://www.w3.org/2000/svg" fill="none" viewBox="0 0 16 16" height="16" width="16">
<g clip-path="url(#clip0_1666_9489)">
<path fill="currentColor" d="M7.33333 6.75C7.01117 6.75 6.75 7.01117 6.75 7.33333V13.3333C6.75 13.6555 7.01117 13.9167 7.33333 13.9167H13.3333C13.6555 13.9167 13.9167 13.6555 13.9167 13.3333V7.33333C13.9167 7.01117 13.6555 6.75 13.3333 6.75H7.33333ZM5.25 7.33333C5.25 6.18274 6.18274 5.25 7.33333 5.25H13.3333C14.4839 5.25 15.4167 6.18274 15.4167 7.33333V13.3333C15.4167 14.4839 14.4839 15.4167 13.3333 15.4167H7.33333C6.18274 15.4167 5.25 14.4839 5.25 13.3333V7.33333Z"
clip-rule="evenodd" fill-rule="evenodd"></path>
<path fill="currentColor" d="M2.66683 2.08301C2.51212 2.08301 2.36375 2.14447 2.25435 2.25386C2.14495 2.36326 2.0835 2.51163 2.0835 2.66634V8.66634C2.0835 8.82105 2.14495 8.96942 2.25435 9.07882C2.36375 9.18822 2.51212 9.24967 2.66683 9.24967H3.3335C3.74771 9.24967 4.0835 9.58546 4.0835 9.99967C4.0835 10.4139 3.74771 10.7497 3.3335 10.7497H2.66683C2.11429 10.7497 1.58439 10.5302 1.19369 10.1395C0.802989 9.74878 0.583496 9.21888 0.583496 8.66634V2.66634C0.583496 2.11381 0.802989 1.5839 1.19369 1.1932C1.58439 0.802501 2.1143 0.583008 2.66683 0.583008H8.66683C9.21936 0.583008 9.74927 0.802501 10.14 1.1932C10.5307 1.5839 10.7502 2.11381 10.7502 2.66634V3.33301C10.7502 3.74722 10.4144 4.08301 10.0002 4.08301C9.58595 4.08301 9.25016 3.74722 9.25016 3.33301V2.66634C9.25016 2.51163 9.18871 2.36326 9.07931 2.25386C8.96991 2.14447 8.82154 2.08301 8.66683 2.08301H2.66683Z"
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<defs>
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<rect fill="white" height="16" width="16"></rect>
</clipPath>
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</svg>
</div>
<div class="pl-template-2col_copy-to-clipboard_tooltip" style="transform: translate3d(0px, 0.5rem, 0px) scale3d(1, 1, 1) rotateX(0deg) rotateY(0deg) rotateZ(0deg) skew(0deg, 0deg); transform-style: preserve-3d; opacity: 0;">
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What it does: Saves time by automating report creation and delivers clear, actionable insights.
Data visualization
Prompt:
<div class="rich-text-prompt">
<div fs-copyclip-element="copy-this-18">Create visual charts showing monthly revenue trends for the past year.</div>
<div class="pl-template-2col_copy-to-clipboard">
<div fs-copyclip-element="click-18" class="pl-template-2col_copy-to-clipboard_embed">
<svg xmlns="http://www.w3.org/2000/svg" fill="none" viewBox="0 0 16 16" height="16" width="16">
<g clip-path="url(#clip0_1666_9489)">
<path fill="currentColor" d="M7.33333 6.75C7.01117 6.75 6.75 7.01117 6.75 7.33333V13.3333C6.75 13.6555 7.01117 13.9167 7.33333 13.9167H13.3333C13.6555 13.9167 13.9167 13.6555 13.9167 13.3333V7.33333C13.9167 7.01117 13.6555 6.75 13.3333 6.75H7.33333ZM5.25 7.33333C5.25 6.18274 6.18274 5.25 7.33333 5.25H13.3333C14.4839 5.25 15.4167 6.18274 15.4167 7.33333V13.3333C15.4167 14.4839 14.4839 15.4167 13.3333 15.4167H7.33333C6.18274 15.4167 5.25 14.4839 5.25 13.3333V7.33333Z"
clip-rule="evenodd" fill-rule="evenodd"></path>
<path fill="currentColor" d="M2.66683 2.08301C2.51212 2.08301 2.36375 2.14447 2.25435 2.25386C2.14495 2.36326 2.0835 2.51163 2.0835 2.66634V8.66634C2.0835 8.82105 2.14495 8.96942 2.25435 9.07882C2.36375 9.18822 2.51212 9.24967 2.66683 9.24967H3.3335C3.74771 9.24967 4.0835 9.58546 4.0835 9.99967C4.0835 10.4139 3.74771 10.7497 3.3335 10.7497H2.66683C2.11429 10.7497 1.58439 10.5302 1.19369 10.1395C0.802989 9.74878 0.583496 9.21888 0.583496 8.66634V2.66634C0.583496 2.11381 0.802989 1.5839 1.19369 1.1932C1.58439 0.802501 2.1143 0.583008 2.66683 0.583008H8.66683C9.21936 0.583008 9.74927 0.802501 10.14 1.1932C10.5307 1.5839 10.7502 2.11381 10.7502 2.66634V3.33301C10.7502 3.74722 10.4144 4.08301 10.0002 4.08301C9.58595 4.08301 9.25016 3.74722 9.25016 3.33301V2.66634C9.25016 2.51163 9.18871 2.36326 9.07931 2.25386C8.96991 2.14447 8.82154 2.08301 8.66683 2.08301H2.66683Z"
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<defs>
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<rect fill="white" height="16" width="16"></rect>
</clipPath>
</defs>
</svg>
</div>
<div class="pl-template-2col_copy-to-clipboard_tooltip" style="transform: translate3d(0px, 0.5rem, 0px) scale3d(1, 1, 1) rotateX(0deg) rotateY(0deg) rotateZ(0deg) skew(0deg, 0deg); transform-style: preserve-3d; opacity: 0;">
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What it does: Makes complex financial data easier to understand and analyze.
Performance metrics tracking
Prompt:
<div class="rich-text-prompt">
<div fs-copyclip-element="copy-this-19">Summarize the key financial performance metrics for this quarter.</div>
<div class="pl-template-2col_copy-to-clipboard">
<div fs-copyclip-element="click-19" class="pl-template-2col_copy-to-clipboard_embed">
<svg xmlns="http://www.w3.org/2000/svg" fill="none" viewBox="0 0 16 16" height="16" width="16">
<g clip-path="url(#clip0_1666_9489)">
<path fill="currentColor" d="M7.33333 6.75C7.01117 6.75 6.75 7.01117 6.75 7.33333V13.3333C6.75 13.6555 7.01117 13.9167 7.33333 13.9167H13.3333C13.6555 13.9167 13.9167 13.6555 13.9167 13.3333V7.33333C13.9167 7.01117 13.6555 6.75 13.3333 6.75H7.33333ZM5.25 7.33333C5.25 6.18274 6.18274 5.25 7.33333 5.25H13.3333C14.4839 5.25 15.4167 6.18274 15.4167 7.33333V13.3333C15.4167 14.4839 14.4839 15.4167 13.3333 15.4167H7.33333C6.18274 15.4167 5.25 14.4839 5.25 13.3333V7.33333Z"
clip-rule="evenodd" fill-rule="evenodd"></path>
<path fill="currentColor" d="M2.66683 2.08301C2.51212 2.08301 2.36375 2.14447 2.25435 2.25386C2.14495 2.36326 2.0835 2.51163 2.0835 2.66634V8.66634C2.0835 8.82105 2.14495 8.96942 2.25435 9.07882C2.36375 9.18822 2.51212 9.24967 2.66683 9.24967H3.3335C3.74771 9.24967 4.0835 9.58546 4.0835 9.99967C4.0835 10.4139 3.74771 10.7497 3.3335 10.7497H2.66683C2.11429 10.7497 1.58439 10.5302 1.19369 10.1395C0.802989 9.74878 0.583496 9.21888 0.583496 8.66634V2.66634C0.583496 2.11381 0.802989 1.5839 1.19369 1.1932C1.58439 0.802501 2.1143 0.583008 2.66683 0.583008H8.66683C9.21936 0.583008 9.74927 0.802501 10.14 1.1932C10.5307 1.5839 10.7502 2.11381 10.7502 2.66634V3.33301C10.7502 3.74722 10.4144 4.08301 10.0002 4.08301C9.58595 4.08301 9.25016 3.74722 9.25016 3.33301V2.66634C9.25016 2.51163 9.18871 2.36326 9.07931 2.25386C8.96991 2.14447 8.82154 2.08301 8.66683 2.08301H2.66683Z"
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</g>
<defs>
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<rect fill="white" height="16" width="16"></rect>
</clipPath>
</defs>
</svg>
</div>
<div class="pl-template-2col_copy-to-clipboard_tooltip" style="transform: translate3d(0px, 0.5rem, 0px) scale3d(1, 1, 1) rotateX(0deg) rotateY(0deg) rotateZ(0deg) skew(0deg, 0deg); transform-style: preserve-3d; opacity: 0;">
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What it does: Keeps stakeholders informed with concise performance summaries.
<h2 id="for-investment-and-valuation">AI prompts for investment and valuation</h2>
Make informed decisions with prompts that analyze portfolios, evaluate assets, and support mergers and acquisitions.
Mergers and acquisitions analysis
Prompt:
<div class="rich-text-prompt">
<div fs-copyclip-element="copy-this-20">Evaluate the financial viability of a potential acquisition target.</div>
<div class="pl-template-2col_copy-to-clipboard">
<div fs-copyclip-element="click-20" class="pl-template-2col_copy-to-clipboard_embed">
<svg xmlns="http://www.w3.org/2000/svg" fill="none" viewBox="0 0 16 16" height="16" width="16">
<g clip-path="url(#clip0_1666_9489)">
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What it does: Strengthens due diligence with detailed financial assessments.
Asset valuation
Prompt:
<div class="rich-text-prompt">
<div fs-copyclip-element="copy-this-21">Estimate the current market value of company-owned assets.</div>
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What it does: Provides accurate valuations to ensure informed decision-making.
Equity analysis
Prompt:
<div class="rich-text-prompt">
<div fs-copyclip-element="copy-this-22">Evaluate the performance of a specific stock over the past year.</div>
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What it does: Supports investment choices with historical stock data.
Profitability analysis
Prompt:
<div class="rich-text-prompt">
<div fs-copyclip-element="copy-this-23">Identify the most and least profitable products or services based on last year’s data.</div>
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What it does: Guides strategic focus on high-performing offerings.
Investment portfolio analysis
Prompt:
<div class="rich-text-prompt">
<div fs-copyclip-element="copy-this-24">Evaluate the risk and return of my investment portfolio based on current market conditions.</div>
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<div fs-copyclip-element="click-24" class="pl-template-2col_copy-to-clipboard_embed">
<svg xmlns="http://www.w3.org/2000/svg" fill="none" viewBox="0 0 16 16" height="16" width="16">
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What it does: Delivers insights to help optimize portfolio performance.
<h2 id="for-financial-insights-and-planning">AI prompts for financial insights and planning</h2>
Drive smarter decisions for your team with prompts that analyze cash flow, optimize tax strategies, and set actionable financial goals.
Cash flow analysis
Prompt:
<div class="rich-text-prompt">
<div fs-copyclip-element="copy-this-25">Provide a breakdown of cash inflows and outflows for the last three months.</div>
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<div fs-copyclip-element="click-25" class="pl-template-2col_copy-to-clipboard_embed">
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<g clip-path="url(#clip0_1666_9489)">
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What it does: Offers a clear view of liquidity for smarter financial planning.
Financial goal setting
Prompt:
<div class="rich-text-prompt">
<div fs-copyclip-element="copy-this-26">Recommend short-term financial goals based on current cash flow.</div>
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<div fs-copyclip-element="click-26" class="pl-template-2col_copy-to-clipboard_embed">
<svg xmlns="http://www.w3.org/2000/svg" fill="none" viewBox="0 0 16 16" height="16" width="16">
<g clip-path="url(#clip0_1666_9489)">
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What it does: Helps set achievable goals for financial progress.
Sustainability reporting
Prompt:
<div class="rich-text-prompt">
<div fs-copyclip-element="copy-this-27">Analyze energy costs and suggest ways to improve sustainability metrics.</div>
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What it does: Aligns financial goals with sustainability efforts.
Personal financial planning
Prompt:
<div class="rich-text-prompt">
<div fs-copyclip-element="copy-this-28">Create a savings plan to reach a $50,000 goal in five years.</div>
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<path fill="currentColor" d="M7.33333 6.75C7.01117 6.75 6.75 7.01117 6.75 7.33333V13.3333C6.75 13.6555 7.01117 13.9167 7.33333 13.9167H13.3333C13.6555 13.9167 13.9167 13.6555 13.9167 13.3333V7.33333C13.9167 7.01117 13.6555 6.75 13.3333 6.75H7.33333ZM5.25 7.33333C5.25 6.18274 6.18274 5.25 7.33333 5.25H13.3333C14.4839 5.25 15.4167 6.18274 15.4167 7.33333V13.3333C15.4167 14.4839 14.4839 15.4167 13.3333 15.4167H7.33333C6.18274 15.4167 5.25 14.4839 5.25 13.3333V7.33333Z"
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What it does: Helps individuals achieve financial goals with tailored savings strategies.
Loan repayment planning
Prompt:
<div class="rich-text-prompt">
<div fs-copyclip-element="copy-this-29">Develop a repayment schedule for a $100,000 loan at a 5% interest rate over 5 years.</div>
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What it does: Simplifies loan management with a clear schedule.
Introducing Glean's prompt library — the ultimate solution for organizations looking to harness the power of AI! From marketing to HR, finance, sales, and operations, our library provides ready-to-use prompts tailored for every department. With Glean, you can streamline workflows, boost productivity, and make smarter decisions every day.
