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145+ AI prompts built for finance pros.
Yours free.

145+ AI prompts built for finance pros — reporting, scenario modelling, audit prep, board narrative, and ops automation. Free for community members.

Free, instant access. No credit card. 1 email/month max.

Inside the kit \u2014 2 sample prompts

What you actually get.

Below: 2 of the 145+ prompts from the Business Operations track. Variables in [BRACKETS] \u2014 fill in your numbers and run in Claude Opus 4.7 or ChatGPT-5. The full kit covers reporting, scenario modelling, audit prep, board narrative, hiring, SOPs, and ops automation.

PROMPT 1
Board Narrative Builder
Turn raw monthly numbers into a 1-page board narrative your CEO will actually read.
You are the CFO of [COMPANY NAME] writing the monthly board update. Context: - Revenue this month: [NUMBER] - Revenue same month last year: [NUMBER] - Gross margin trend: [3-MONTH SERIES] - Top 3 expense categories: [LIST] - One-time items / accruals: [LIST] - Strategic priorities the board cares about: [LIST] Write a 1-page board narrative with: 1. Headline number + year-over-year delta in plain language (no jargon) 2. The single most important thing that changed this month (be specific — name the cause) 3. Three things working (with the metric that proves each) 4. Two things not working (with the leading indicator we're watching) 5. The one decision you need from the board 6. A 90-day forward look — what gets better, what gets worse, what's uncertain Tone: confident, specific, no hedging. If a number is bad, say it's bad. Board members can read a financial pack — they need YOUR judgment, not a recap.
PROMPT 2
Scenario Model — 3 Cases
Generate base/upside/downside scenarios with the assumption tree exposed, not buried.
Build a 12-month scenario model for [COMPANY NAME] with three cases: Base, Upside, Downside. Inputs: - Current monthly revenue: [NUMBER] - Current monthly burn: [NUMBER] - Cash on hand: [NUMBER] - Top 3 revenue drivers: [LIST with current values + monthly growth rate] - Top 3 cost drivers: [LIST with current values + scaling rule] - Macro variable that could change everything: [e.g., FX rate, raw material price, customer concentration] For each case (Base/Upside/Downside): 1. State 5 explicit assumptions (not vague — give numbers) 2. Project monthly revenue, GM, opex, cash for 12 months 3. Identify the runway-out date if applicable 4. Name the 3 metrics that would tell us (within 60 days) which case we're actually in Output as a table I can paste into a deck. Below the table, give me a 3-bullet "what to watch" memo for the next 30 days. Be honest in the Downside case. Most consultants make Downside still profitable. Reality usually isn't.
Why this is free

Member perks, not affiliate tricks.

We sell prompt packs. A finance creator audience is exactly the kind of pro who benefits most. Free perks are how communities thank their members \u2014 there's no affiliate cut, no upsell trick on this page.

Your email goes only into our list (we send 1 email per month, max, and you can unsubscribe in one click). We don't share with A finance creator. We don't share with anyone.

If after using the prompts you want more \u2014 our $97 All Kits Bundle includes 12 packs across finance, ops, sales, content, and more. That's at the bottom of this page if you're curious. No pressure.

If the Mega Pack helped \u2014

The All Kits Bundle.
12 packs. $97 once.

12 paid kits in one bundle: SaaS Founder, Email Marketing, Notion AI Templates, Resume & Career, Real Estate, Content Creator, Freelancer, Small Business, E-commerce, Image Pack, Video Pack, plus the Mega Pack you just got. ~1,500 prompts total. One-time payment, lifetime updates.

See the All Kits Bundle \u2014 $97 \u2192

30-day refund. Stripe checkout, instant download.

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