The CFO's AI Prompt Playbook
Finance teams are expected to close faster, analyze deeper, and report more — all while staying lean. AI can help, but only if you know how to prompt it correctly.
Get Better Outputs from ChatGPT, Claude, and Gemini — for Real Finance Work
Finance teams are expected to close faster, analyze deeper, and report more — all while staying lean.
AI can help, but only if you know how to prompt it correctly.
This playbook shows finance & accounting leaders how to turn vague AI questions into insights — with real prompts you can copy and paste today.
More resources
Board memo template
Streamline your board updates with this customizable template. Use it to highlight your successes, note areas for improvement, track KPIs and include discussion prompts for key topics. Ideal for CEOs and finance leaders, this template balances concise summaries and in-depth discussions, helping you save time while improving board communication.
ERP selection template
This comprehensive Excel template helps you select the right ERP for your business. It includes a full checklist with categories like reporting, invoicing, security, and more, ensuring you evaluate every critical feature. Simplify your decision-making process and choose the ERP that fits your needs with this easy-to-use tool.
Get one step closer to zero-day close
Faster close, fewer spreadsheets, real-time data.