Prompt Library

Gemini finance prompts that narrate the spreadsheet you pasted

15 copy-paste prompts

Paste GL exports, assumptions, and forecast tabs. Gemini drafts variance commentary, scenario tables, and board notes with [VERIFY] on missing drivers. You sign the numbers.

In short: This page contains 15 copy-paste ready prompts, organized into 5 categories with a description and pro tip for each. The first 5 prompts are free instantly, no signup needed. Hand-curated and tested by the AI Academy team.

By Louis Corneloup · Founder, Techpresso

Last updated September 15, 2026·Hand-curated & tested by the AI Academy team

Variance and reporting

3 prompts

Monthly variance narrative

1/15

✨ What it does

Gemini narrates variance from [PASTE] over [THRESHOLD], tagging unknown drivers [VERIFY]. Confirm drivers with budget owners before close.

Actuals vs budget: [PASTE]. Materiality threshold: [THRESHOLD]. Narrative: drivers per line item over threshold. Tag if driver unknown [VERIFY].

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Pro tip: Materiality threshold must be a number you paste. Otherwise everything is noise.

Flux analysis table

2/15

✨ What it does

Gemini builds flux table from [GL] and [NOTES], tagging unknown drivers [VERIFY]. Attach supporting schedules for top five accounts.

Two periods: [PERIOD A] and [PERIOD B]. GL paste: [GL]. Table: account, change, likely driver from notes [NOTES] or [VERIFY].

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Pro tip: GL paste needs account codes. Names alone confuse departments.

Management summary paragraph

3/15

✨ What it does

Gemini writes a CFO summary from [METRICS] and [CONTEXT], tagging missing outlook [VERIFY]. CFO edits tone before board pack goes out.

Metrics: [METRICS]. Context: [CONTEXT]. One paragraph summary for CFO: headline, 2 drivers, outlook caveat from [CONTEXT]. Tag missing outlook [VERIFY].

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Pro tip: Outlook caveats need a fact from [CONTEXT]. No macro predictions without source.

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Budget and forecast

3 prompts

Budget assumption log

4/15

✨ What it does

Gemini logs assumptions from [ASSUMPTION LIST], tagging missing sources [VERIFY]. Owners refresh quarterly or before reforecast.

Assumptions: [ASSUMPTION LIST]. Log table: assumption, owner, source, refresh date. Tag if source missing [VERIFY].

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Pro tip: Assumption without owner is [VERIFY]. Finance does not own sales headcount guesses alone.

Scenario comparison shell

5/15

✨ What it does

Gemini builds scenario columns from [BASE PASTE] and [SCENARIOS], tagging missing drivers [VERIFY]. Lock base before sharing upside with sales.

Base: [BASE PASTE]. Upside/downside notes: [SCENARIOS]. Three-column scenario table with drivers labeled from paste. Tag if driver value missing [VERIFY].

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Pro tip: Upside is not a wish. Each delta needs a line in [SCENARIOS].

Rolling forecast bridge

6/15

✨ What it does

Gemini narrates forecast bridge from [PRIOR] and [YTD], tagging missing components [VERIFY]. Reconcile bridge to spreadsheet before committee.

Prior forecast: [PRIOR]. Actuals YTD: [YTD]. New forecast: [NEW ASSUMPTIONS]. Bridge narrative: volume, price, cost. Tag if bridge component missing [VERIFY].

💡

Pro tip: Bridge must tie in dollars. If it does not, paste is incomplete.

Model documentation

3 prompts

Model map for auditor

7/15

✨ What it does

Gemini maps workbook tabs from [TAB LIST], tagging unclear links [VERIFY]. Walk auditor through map on live file.

Workbook tabs: [TAB LIST]. Describe each tab purpose, input, output, link to next tab. Tag if link unclear [VERIFY].

💡

Pro tip: Tab names must match Excel exactly. Rename tabs before this prompt.

Sensitivity one-way table spec

8/15

✨ What it does

Gemini specs sensitivity layout from [INPUT LIST] and [RANGES], tagging missing ranges [VERIFY]. Build tables in Excel after ranges confirmed.

Output cell: [CELL]. Inputs: [INPUT LIST]. Spec one-way sensitivity table layout with ranges from [RANGES] or [VERIFY].

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Pro tip: Output cell reference must include sheet name from paste.

Error check list

9/15

✨ What it does

Gemini lists error checks from [NOTES], tagging undefined checks [VERIFY]. Implement checks as Excel rows before sharing model.

Model notes: [NOTES]. List formula error checks: balance sheet balances, cash tie, circular ref flags. Tag if check undefined [VERIFY].

💡

Pro tip: Cash tie is non-negotiable. If notes omit it, Gemini should add [VERIFY].

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Board and investor

3 prompts

Board financial slide bullets

10/15

✨ What it does

Gemini writes six board bullets from [METRICS], tagging missing runway [VERIFY]. Paste cash balance before partner review.

Metrics paste: [METRICS]. Period: [PERIOD]. Six bullets: revenue, margin, cash, runway if in paste, variance headline. Tag missing runway [VERIFY].

💡

Pro tip: Runway calc needs burn in paste. Gemini will not pull bank feed.

Investor FAQ from metrics

11/15

✨ What it does

Gemini drafts investor FAQ from [METRICS] and [QUESTIONS], tagging data gaps [VERIFY]. IR approves before sharing externally.

Metrics: [METRICS]. Prior investor questions: [QUESTIONS]. Draft FAQ answers using metrics only. Tag if question needs data not in paste [VERIFY].

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Pro tip: Not investment advice. FAQ is factual narrative from your paste.

Cap table change memo

12/15

✨ What it does

Gemini memos cap table change from [EVENT] and [CAP TABLE], tagging missing share counts [VERIFY]. Legal confirms before investors see memo.

Change event: [EVENT]. Cap table excerpt: [CAP TABLE]. Memo: what changed, dilution impact from numbers in paste. Tag if share count missing [VERIFY].

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Pro tip: Copy share counts exactly. Rounding breaks dilution math.

Ops finance

3 prompts

Invoice anomaly triage

13/15

✨ What it does

Gemini flags invoice anomalies from [LIST] vs [POLICY], tagging silent policy areas [VERIFY]. AP reviews flags before payment run.

Invoice list: [LIST]. Policy: [POLICY]. Flag anomalies vs policy with reason. Tag if policy silent [VERIFY].

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Pro tip: Anomaly without policy cite becomes [VERIFY]. Update policy if needed.

Department budget template brief

14/15

✨ What it does

Gemini briefs budget template from [ACTUALS] and [COA PASTE], tagging missing COA lines [VERIFY]. Send template after FP and A signs COA map.

Department: [DEPT]. Last year actuals: [ACTUALS]. Template line items from [COA PASTE]. Brief each line what to submit. Tag if COA missing [VERIFY].

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Pro tip: Departments submit numbers, not stories. Brief should say numeric input.

Close calendar checklist

15/15

✨ What it does

Gemini builds close checklist from [TASKS], tagging missing owners [VERIFY]. Publish calendar Monday before close week.

Close day: [DAY]. Tasks from notes: [TASKS]. Checklist with owner and cutoff time. Tag if owner missing [VERIFY].

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Pro tip: Cutoff times need timezone if team is distributed.

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Frequently Asked Questions

No. These prompts stay inside Gemini's official product. It only uses official Gemini, including Gems if you have them. If a setting is missing on your plan, the prompt says so.

A current Gemini account. Some features sit on paid plans. The prompts still work as checklists if a feature is off.

Every prompt tells it to use only what you paste and to tag gaps as [VERIFY]. You still check the variance narrative before you save it.

Yes to copy. Running them needs your Gemini account. Long files fit better on a paid plan.

No. It is a draft of your variance narrative. You own the facts, the files, and whatever your job or policy requires.

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