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
AI prompts for strategic planning and forecasting
Stay ahead of the curve with prompts that help you predict trends, model scenarios, and benchmark performance against industry standards.
Financial forecasting
Prompt:
What it does: Provides clear revenue projections to help finance teams anticipate fluctuations and plan strategically.
Scenario planning
Prompt:
What it does: Helps businesses prepare for cost fluctuations and mitigate potential risks.
Benchmarking
Prompt:
What it does: Identifies areas to improve while showcasing competitive strengths.
Trend analysis
Prompt:
What it does: Uncovers actionable insights to keep businesses ahead of market shifts.
Currency exchange forecasting
Prompt:
What it does: Simplifies planning for international transactions with informed forecasts.
Tax planning
Prompt:
What it does: Ensures compliance while maximizing eligible deductions.
AI prompts for budgeting and expense management
Optimize spending and streamline financial operations with prompts that categorize expenses, manage budgets, and assess cost-benefit scenarios.
Expense categorization
Prompt:
What it does: Streamlines bookkeeping and flags irregular spending for review.
Budget optimization
Prompt:
What it does: Identifies cost-saving opportunities to ensure efficient spending.
Debt management
Prompt:
What it does: Provides balanced strategies to reduce debt while considering day-to-day financial needs.
Cost-benefit analysis
Prompt:
What it does: Guides decision-making with a clear understanding on the potential returns of business investments.
Vendor payment analysis
Prompt:
What it does: Ensures timely payments to maintain strong vendor relationships.
AI prompts for risk and compliance
Protect your organization with prompts designed to assess credit risk, detect fraud, and ensure compliance with regulatory standards.
Credit risk assessment
Prompt:
What it does: Aids in making informed lending decisions.
Fraud detection
Prompt:
What it does: Protects assets by catching and addressing fraudulent activities early.
Financial compliance monitoring
Prompt:
What it does: Reduces the risk of non-compliance and associated penalties by ensuring adherence to financial regulations.
Risk management
Prompt:
What it does: Proactively identifies risks to safeguard business assets.
AI prompts for operational efficiency
Simplify day-to-day processes and uncover insights with prompts for automating reports, optimizing payroll, and visualizing data.
Payroll optimization
Prompt:
What it does: Enhances employee satisfaction while controlling payroll costs.
Automated reporting
Prompt:
What it does: Saves time by automating report creation and delivers clear, actionable insights.
Data visualization
Prompt:
What it does: Makes complex financial data easier to understand and analyze.
Performance metrics tracking
Prompt:
What it does: Keeps stakeholders informed with concise performance summaries.
AI prompts for investment and valuation
Make informed decisions with prompts that analyze portfolios, evaluate assets, and support mergers and acquisitions.
Mergers and acquisitions analysis
Prompt:
What it does: Strengthens due diligence with detailed financial assessments.
Asset valuation
Prompt:
What it does: Provides accurate valuations to ensure informed decision-making.
Equity analysis
Prompt:
What it does: Supports investment choices with historical stock data.
Profitability analysis
Prompt:
What it does: Guides strategic focus on high-performing offerings.
Investment portfolio analysis
Prompt:
What it does: Delivers insights to help optimize portfolio performance.
AI prompts for financial insights and planning
Drive smarter decisions for your team with prompts that analyze cash flow, optimize tax strategies, and set actionable financial goals.
Cash flow analysis
Prompt:
What it does: Offers a clear view of liquidity for smarter financial planning.
Financial goal setting
Prompt:
What it does: Helps set achievable goals for financial progress.
Sustainability reporting
Prompt:
What it does: Aligns financial goals with sustainability efforts.
Personal financial planning
Prompt:
What it does: Helps individuals achieve financial goals with tailored savings strategies.
Loan repayment planning
Prompt:
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.
