Prompt repository Finance & accounting
ChatGPT prompts for accounting and finance teams
16 prompts for finance work where every number has to trace back to a source: variance commentary, budget narratives, cash forecasts explained, audit request replies and polite payment reminders. The AI writes around your figures and never produces a number of its own.
- Prompts
- 16
- Registry code
- FIN
- Average score
- 10 out of 10
- Works in
- ChatGPT, Claude, Gemini and Copilot
The 16 prompts
- FIN-001Write budget vs. actual variance commentaryMonth-end numbers are in and you need commentary on the variances that matter, with drivers you can trace and unconfirmed causes clearly marked.
- FIN-002Write overdue invoice reminders that escalate politelyA customer has not paid and you need a short series of reminders, from a friendly nudge to a firm final notice, that stay professional.
- FIN-003Explain a P&L to colleagues outside financeYou need department heads or a founder to understand a profit and loss statement well enough to make decisions, without an accounting lesson.
- FIN-004System prompt for an expense policy assistantYou want an internal assistant that answers expense questions from your actual policy, sends edge cases to finance and never approves anything itself.
- FIN-005Make the case for a purchase or budget requestYou want approval to buy a tool, hire a contractor or add budget, and need a short business case that finance can check line by line.
- FIN-006Query a supplier invoice that does not match the orderA supplier invoice does not match the purchase order or what was delivered, and you need a clear, polite email that gets a corrected invoice.
- FIN-007Build a simple 13-week cash flow forecastYou need to see whether cash covers bills and payroll over the coming weeks.
- FIN-008Prepare an expense report from receiptsYou need receipts sorted into categories, totals and notes that match your expense policy.
- FIN-009Build a budget for a project or departmentYou need cost lines, assumptions and a contingency for a budget you have to submit.
- FIN-010Find why two reports do not reconcileYou need likely causes and checks when a bank statement and ledger, or two reports, do not match.
- FIN-011Write an invoice and payment terms from work doneYou need a clear invoice description, line items and payment terms that reduce late payment.
- FIN-012Build a month-end close checklistYou need close tasks in order with owners, deadlines and review steps.
- FIN-013Explain an accounting entry or treatment in plain termsYou need to understand or explain how a transaction is recorded and why, before checking with your accountant.
- FIN-014Set out the assumptions behind a revenue forecastYou need drivers, assumptions and scenarios for a simple forecast in a spreadsheet.
- FIN-015Organize responses to an auditor's request listYou need each audit request matched to an owner, a document and a due date.
- FIN-016Prepare a tax document checklist for your accountantYou need a list of documents, figures and questions to gather before tax season.
How to use them
- Open a prompt and press Fill in variables. Type your details into each blank; they stay in your browser.
- Copy the filled prompt into ChatGPT, Claude, Gemini or Copilot, or check it first in the Prompt Grader.
- Read the answer against your own facts before you use it. The Fact Check List shows what to check.
Questions
Is it safe to paste financial data into ChatGPT?
Only into a tool your company has approved for that data, under terms that say how it is stored. For drafting, you can often use totals or anonymized figures. Safe Paste on this site hides names and account numbers before you paste.
Do these prompts work in Claude, Gemini and Copilot?
Yes. Each prompt is laid out for one kind of model, shown beside it, but every one works in ChatGPT, Claude, Gemini and Microsoft Copilot. Fill in the blanks and paste the whole prompt into the chat.
Are these prompts free?
Yes. You can open ten prompts without signing up, and a free email unlocks all 319 in the repository. Use them in your own work and your clients' work; please do not republish the collection.