AI Prompt Pack for Finance & Accounting

Sample prompts

1. Explain the main drivers of the change between these two months of P&L figures, in bullet points a CFO can read in one minute.

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2. Create a month-end close checklist for a [company size] company using [accounting software], with owners and due days.

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3. Write the commentary for this variance table: what moved, why, and whether it is a timing or a permanent difference.

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4. Build an Excel formula to [task] and explain each part so a junior analyst can maintain it.

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5. Draft a polite but firm email to a client whose invoice is 45 days overdue, offering a payment plan.

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