ChatGPTFinancial tasks are complicated and have complex workflows. Between fragmented tools, manual checks, and constant edge cases, even experienced finance professionals end up juggling spreadsheets late at night and questioning their life choices by 40. The problem is not a lack of skill; it is the way these workflows are designed and maintained.
In the age of AI, finance remains one of the most overlooked areas, even though its workflows are among the most complex. Until truly specialized tools become mainstream, you can rely on ChatGPT to handle much of the heavy lifting. Beyond basic tasks like filling spreadsheets, running calculations, or writing formulas, the prompts in this tutorial show how to streamline your company’s finances while freeing up time for work you actually enjoy. And the best part is that it does not require dedicated hires or a five-figure salary. All you need is a $20 per month ChatGPT subscription, this tutorial, and a few smart automation tricks to build a finance assistant that works for you.
In this tutorial, we are going to share some neat prompts to help you fine-tune your finances. We are going to show you how to perform forecasting and scenario planning, create KPI dashboards, forecast cash flow, optimize working capital, analyze cost structures, monitor covenants, and benchmark operational efficiency.
In the end, you will know how to:
- Gather the financial documents and upload them to ChatGPT
- Perform forecasting and scenario planning
- Create KPI dashboards
- Forecast cash flow
- Optimize working capital
- Analyze cost structures
- Monitor covenants
- Benchmark operational efficiency
- Create a finance policy draft
Let’s get into it!
