Free guide · works with ChatGPT, Claude or Gemini
Chatgpt prompts for financial analysis
In 15 minutes, turn a small set of numbers into a one-page brief with baseline KPIs, variance analysis, and simple scenarios. You’ll get a clean, reusable workflow that repeats each reporting period with minimal effort.
Step 1, free.
Copy this, paste it into your AI, and swap the [BRACKETS] for your own details.
Setup: Define the decision and timeframe
[BUSINESS CONTEXT 2–3 SENTENCES] [ONE DECISION YOU NEED TO MAKE IN THIS PERIOD] [REPORTING PERIOD START DATE] [REPORTING PERIOD END DATE] [PRIMARY CONSTRAINTS OR GUARDRAILS] [WHAT “GOOD” LOOKS LIKE IN ONE SENTENCE] Act as a sharp FP&A partner and frame a single, decision-ready scope for this 15-minute snapshot. Work through it like this: 1) Write a crisp decision statement (action + metric + timeframe), and confirm the exact period dates and currency. 2) Define the minimum outcome you must decide (approve/hold/change), and the 1–2 secondary decisions if relevant. 3) List what must be true to decide (data you actually need) and what’s explicitly out of scope. 4) Note constraints (cash limits, staffing, contractual obligations) and any immovable dates. 5) Capture success criteria (“we will proceed if …”) to guide thresholds later. Give me the output as: - Decision Brief (sections): Decision Statement; Period & Currency; Primary Decision & Options; Secondary Decisions (if any); In-Scope Data Needs; Out-of-Scope; Constraints; Success Criteria; Key Stakeholders. Quality bar: The decision can be answered with a small, named data set in one sitting, and anyone reading it can say yes/no without guessing intent. If anything is missing or unclear, ask a direct question once; if still unknown, mark it MISSING and proceed with a clearly labelled assumption.
How to get a good answer.
- 01Fill every [BRACKET] with real detail. Vague in, vague out.
- 02Read the answer, then reply with what's wrong or missing. The AI fixes it in seconds.
- 03Check facts, prices and anything legal or safety-related yourself before you use it.
The rest of the workflow.
Step 1 gets you started. The full 15-Minute Financial Snapshot takes you all the way, 15 steps in order:
- 01Setup: Define the decision and timeframe (free above)
- 02Setup: Identify data sources
- 03Setup: Set KPIs and thresholds
- 04Gather: Compile minimal dataset
- 05Gather: Clean and structure numbers
- 06Analyze: Compute baseline metrics
- 07Analyze: Variance vs target or last period
- 08Analyze: Build simple scenarios
- 09Analyze: Unit economics snapshot
- 10Validate & Explain: Sense-check and note assumptions
- 11Validate & Explain: Create chart specifications
- 12Deliver & Maintain: Draft one-page financial brief
- 13Deliver & Maintain: Write executive email summary
- 14Deliver & Maintain: Save templates and checklist
- 15Deliver & Maintain: Plan update cadence and owners
Pay once, keep it. Delivered instantly with a copy button on every prompt.
Questions
Does this work with the free version of ChatGPT?
Yes. The prompt works in the free versions of ChatGPT, Claude and Gemini, on a phone or a computer.
What do I put in the [BRACKETS]?
Your real details: notes, numbers, names, whatever the bracket asks for. The more specific you are, the better the answer.
Is the AI's answer always right?
No. Treat it as a strong first draft: check facts, figures and anything legal or safety-related before you use it.
What's in the full 15-Minute Financial Snapshot?
15 steps run in order, a system prompt that sets the AI up for the job, worked examples, fix-it prompts and a quality checklist. It's NZ$29.50 once, no subscription.
Know someone who'd use this?
Send them the free prompt: