AI Finance Club

How to Prompt Finance 👉 Bonus - my 100 ChatGPT Tips: https://lnkd.in/eDTAPw3R Most people treat prompting as magic But great finance pros treat it like a skill Here’s a detailed breakdown of the Top 10 Prompting Techniques: 1. CSI + FBI Framework • CSI (Context-Specific Instruction): Give the AI the full background • FBI (Format, Blueprint, Identity): Define tone, format, role 💡 Example: “I’m an accountant, my client is 60 days overdue. Write a formal letter threatening legal action as if you’re a lawyer.” 👉 This combo turns a generic reply into a client-ready draft 2. Chain-of-Thought Prompting Break complex workflows into a series of structured prompts: “Analyze transaction types” “Create rules to auto-match” “Flag exceptions for review” “Integrate it in Excel or ERP” 💡 Each step builds on the last, ideal for automating finance processes like reconciliation 3. Chunking  Models have token limits. Don’t overload them. Instead: • Break inputs into smaller sections • Ask for answers in chunks 💡 Prompt: “Our R&D budget has overrun—list one cause at a time and suggest a fix” 👉 This keeps responses focused and reduces hallucination 4. Explicit Reasoning  Don’t just ask for an answer—ask for the why:  “Given these numbers, calculate our current ratio, quick ratio, and cash ratio step-by-step”  💡 You’ll catch errors, test assumptions, and get transparent calculations 5. Meta-Cognition Go deeper: • Ask the model to rate its own response • Ask: “What assumptions did you make?” • Then: “What would a better version look like?” 💡 Great for refining strategic outputs 6. Socratic Prompting Prompt like a teacher or board advisor: • What’s your best plan for my finance team? • What assumptions are driving that plan? • Now revise it based on [new constraint] 💡 Forces clarity and depth from the AI 7. Agent Prompting Create AI roles like: • “You are an FP&A expert with consulting background” • Define output format, tone, and even language 💡 Transforms ChatGPT into a finance co-pilot, not just a Q&A bot 8. Team Prompting Use multiple agents for cross-functional tasks: • FP&A Expert → does the analysis • Marketing Manager → builds a strategy from it • Web Dev → implements improvements 💡 Each persona solves their piece, like a real team 9. Iterative Inquiry & Sequential Questioning Prompt: • “Ask me questions to understand my budgeting problem better” • Then: “Take me step-by-step through your plan based on my answers”   💡 The model becomes an adaptive interviewer 10. Fact Checking When accuracy matters:  • Ask for sources  • Ask for 3rd-party links  • Ask where you should go to confirm the info 💡 Vital for tax, compliance, and location-specific data

n8n vs Make vs Zapier 👉 Download my n8n cheatsheet for free now: https://lnkd.in/eUQ_6UNx 🚨 Zapier is NOT the only game in town And for many, it’s not even the best option Most automation pros are sleeping on the real contenders: n8n and Make (formerly Integromat). I compared all 3 brutally honestly on: 1. Cost to Get Started 2. App Integrations 3. Data Control & Security 4. Ease of Use 5. Ready-Made Workflows 6. Workflow Monitoring 7. Installation Requirements 8. Handling Complex Automations 9. Developer Flexibility 10. Coding Capabilities 💡 Here's the kicker: your best choice depends on your priorities not hype. - n8n = For budget-conscious teams and developers who want full control - Make = Best for power users who love visual flows and need API flexibility - Zapier = Perfect for business users who want the easiest plug-and-play solution I made it super visual. No fluff. 📥 Save this post and refer back whenever you’re building new automations. 💬 Comment below with your favorite tool and how you use it! Like and repost to share it with your team! 👉 Download my n8n cheatsheet for free now: https://lnkd.in/eUQ_6UNx

How to Create Images using AI 👉 Bonus: My 100 AI Finance Tools for free https://lnkd.in/ej8ynMP2 Create Finance visuals in minutes Most finance teams still waste hours formatting dashboards and pitch decks This is how finance pros create stunning visuals in minutes using ChatGPT: Most finance professionals still rely on outdated templates or spend hours building custom dashboards and pitch visuals. But the top-performing consultants, FP&A leads, and CFOs? They’ve started using ChatGPT to generate high-impact financial images instantly. ❌ Here’s what happens when you don’t use visual automation: - You waste time formatting slide decks - Your insights get lost in spreadsheets - Your audience tunes out from info overload ✅ Now imagine this instead: - You deliver client-ready visuals in minutes - You generate branded dashboards at scale - You turn insights into action with less effort Here’s a cheatsheet I created to help finance professionals do exactly that 10 Use Cases to Master: 1. Quality Infographics 2. Scenario Planning Diagrams 3. Forecast Walkthroughs 4. Client Dashboards 5. Process Improvement Diagrams 6. Storytelling Slides 7. KPI Pitch Decks 8. Visual Templates 9. Policy Change Explainers 10. Org Charts & Strategic Maps Each section includes: - A practical ChatGPT prompt - An example output - A ready-to-use visual format Designed for consultants, CFOs, controllers, and strategy leaders

Top Finance Prompts 👉 Bonus: 100 ChatGPT Tips for free: https://lnkd.in/ezseKdBe And you are on your way to become an AI finance pro who works faster, think sharper, and stand out in finance I put together my Top Finance Prompts, 20 ready-to-use AI prompts designed for FP&A, controllers, CFOs, and ambitious analysts Here’s a sneak peek 👇 🧠 Use cases include: ✓ Excel formulas via prompt Prompt: “I’m working in Excel with two sheets: one has sales order & order amount, the other has sales orders with customer names & dates. I need a formula to fetch the customer name in the first sheet using sales order as the key. Give me the exact formula and explain how to use it.” ✓ Create PPT with AI Prompt: “I’m a CFO preparing our monthly review presentation. Draft the outline of our slide deck, starting with executive summary, commercial update, P&L, Cash and Risks/Opportunities. Each slide should have 3 bullet points. Write the commentaries like a seasoned CFO." Bonus: you can ask to generate the draft Powerpoint file for you. ✓ Python + Analysis Prompt: “My data is in an Excel File called “Sales 2025”. I am using Google Colab. Generate the full Python code to identify outliers and show me a geographical dashboard. Here are the headers and first 5 lines as example: [insert data example here].” ✓ Deep Research Prompt: “I’m a FP&A manager working in SaaS. I need to perform a benchmark analysis. Perform the analysis based on US data for SaaS company in Fintech around $20 to $50M revenue. Add a table as summary of the analysis.” ✓ Financial Analysis Prompt: “I’m the finance manager of a beverage group. Based on the dataset attached, give me 5 key bullet points and 5 areas to investigate. First perform data consistency check. Then the analysis. Show me your calculations. Do this analysis like an experienced CFO in our industry.” ...and so much more (Save this image and repost to your friends) Built for finance pros who want to: ✓ Save time ✓ Deliver sharper output ✓ Use AI like a strategic partner 🔁 Repost to help more finance pros adopt smarter workflows Tried any of these already? Let me know your favorite

Excel just got smarter 👉 Download my 100 Excel Tips now: https://lnkd.in/dYMMj-NT You’ve spent years learning formulas Now Excel can write them for you Thanks to Copilot, Excel now finishes formulas automatically—based on the context of your data Just type = and it builds the most likely formula instantly How? It scans your column names, headers, values, and patterns Then suggests the function you probably need In real-time No more googling VLOOKUP syntax or memorizing TEXT formulas Imagine this: 📊 You have a table with sales, profit, and product type 💡 Excel knows you’re calculating profit per product ⏱️ You start typing, it finishes it for you This new feature is called Formula Completion It was announced by Satya Nadella and is now rolling out 🟢 Available in: Excel for Web (Copilot users) Excel for Windows (Insider Beta) 🛑 Not (yet) supported: Cross-sheet references Non-English formulas Complex formulas (still being tested) But the direction is clear: Less typing, more thinking AI in Microsoft 365 is moving fast: Last week: Agent Mode This week: Auto Formula Completion Next up: PowerPoint upgrades? You’ve been training in Excel for years Now it’s learning from you Will you use it? Your document has finished loading

ChatGPT vs Copilot 👉 Download my 100 ChatGPT Tips now: https://lnkd.in/dguiFAu5 Which GenAI should you actually use—ChatGPT or Copilot? That’s a question I get a lot That’s why I created this guide for you. Here are my clear rules on which one to choose: 1 - INDIVIDUALS & SMALL BUSINESSES You’re an individual or small business, not fully in Microsoft or Google? Recommendation: ChatGPT (take the Teams license if you’re a small business—it has enterprise-grade security and is SOC2 Type II compliant). It has the best functionalities, best interface and always ships innovative models first. Drawback: it's not yet fully connected with your business data (though it's improving with connectors to Google Drive, Calendar, OneDrive, Outlook). This is the one I use for me and my team. 2 - BUSINESSES USING MICROSOFT You guessed it: Copilot. Why? Because Copilot 365 with Microsoft 365 brings AI directly to your work data. This is Copilot’s most underrated feature—and the main reason to choose it if you’re a Microsoft shop. Try this: Step 1. Switch to "Work" mode Step 2. Type "/" in Copilot and access a doc Step 3. Enter the file name Step 4. Ask Copilot to perform a task on it Step 5. AI works with real context from your files That’s a huge advantage over ChatGPT or tools not connected to your work data, where you need preliminary steps to provide context If you already trust Microsoft with Outlook and Excel online, Copilot makes perfect sense: - No extra vendor to manage - Your confidential info stays in Microsoft’s security graph (the same Copilot uses) - No separate user/license management (it’s tied to Microsoft 365) And Copilot is just getting started I got insights from Microsoft teams telling me that they are working to integrate AI deeper with more promising features coming soon Bottom line Choose based on where your work lives, not the hype Tell me which one is your favorite ones and why

ChatGPT vs Gemini – Which one should you use? 👉 Download my 100 ChatGPT Tips now: https://lnkd.in/djJ8Hd4A Here I am deep diving into all the main differences: I created this infographic to help finance leaders and professionals cut through the noise Because let’s be honest: both tools are powerful, but they shine in different contexts Here’s the breakdown 👇 Best suited for 1. ChatGPT → Individuals & small businesses wanting the best UI and latest features 2. Gemini → Google Workspace users who live in Docs, Sheets, Gmail Featured models 1. ChatGPT → GPT-5 (deep reasoning), GPT-4o (fast, flexible) 2. Gemini → 2.5 Pro (most powerful), 2.5 Flash (best price-performance), 2.5 Flash-Lite (low-latency) Customized assistants & agents 1. ChatGPT → Custom GPTs + ChatGPT Agent (Pro only) 2. Gemini → “Gems” (Pro/Ultra only), integrated in Google apps What’s free? 1. ChatGPT → Limited GPT-5/5-Mini, 3 file uploads/day, only pre-made GPTs 2. Gemini → Limited 2.5 Pro access, 10 file uploads/month, can create basic Gems Paid plans 1. ChatGPT Plus ($20) → GPT-5 access, custom GPTs, file uploads, deep research 2. ChatGPT Pro ($200) → Expanded limits, GPT-5 Pro 3. Gemini Pro ($19.99) → NotebookLM, Deep Research, AI credits 4. Gemini Ultra ($249.99) → 12,500 credits/month, NotebookLM, Deep Research 5. Business & enterprise tiers → advanced admin/security for both Data security 1. Both comply with SOC2, ISO standards, GDPR, CCPA 2. Enterprises get stronger data isolation So, how do you choose? 1. If your workflows run on Microsoft or standalone apps → ChatGPT fits better 2. If your world is Google Docs, Gmail, Sheets → Gemini is more native At the end of the day: Both can change the way finance teams work But the right choice depends on your stack 💬 Which one do you see yourself using more in your daily work — ChatGPT or Gemini? 🔁 Repost to help more people make the right choice

Run these 4 types of Data Analysis with AI 👉 Download my top 100 Data Analysis tips: https://lnkd.in/dx7yEDJH A CFO on day 3 of Q4 close has 60 minutes before a board prep The numbers don’t agree, the margin is slipping, and the story isn’t landing Most teams stop at “what happened.” But with the 4 types of Analysis, it forces you to go deeper: 1. Descriptive — measure what happened • Goal: summarize actuals for a board audience • Prompt starter: Q3 P&L with MoM/YoY deltas, 5-bullet exec summary, and a revenue vs. cost bar chart • Use cases: financial statements, KPIs, headcount 2. Diagnostic — explain why it happened • Goal: isolate drivers • Prompt starter: variance bridge (price, volume, mix, cost, FX, one-offs, scrap, overtime) + 3-paragraph commentary and a waterfall • Tip: flag any driver above ±10% and apply 80/20 3. Predictive — show what could happen next • Goal: quantify likely futures • Prompt starter: use last 12 months by product/pipeline, seasonality, capacity, FX; produce base/low/high with confidence bands • Sensitivity grid: ±5% price, ±10% volume, ±3% FX; show impact on margin and EBITDA 4. Prescriptive — decide what to do • Goal: rank actions • Prompt starter: list pricing, mix, discounts, SKU, overtime, freight; verify data consistency; return an impact-vs-effort decision matrix • Board pack: top 5 actions + 120-word summary toward a 35% margin target AI’s role across all four • Automate data prep, keep logic consistent, and help present insights in clear language people Run all four lenses, in order. You move from “nice charts” to decisions your board can sign

Top Finance Prompts 👉 Download my 100 ChatGPT Tips: https://lnkd.in/deR5VF3p AI for Finance is not that obvious. We need real use cases. This carousel below is a simple but powerful example of turning messy credit card statements into clean, structured data with AI in just minutes. Here’s the process you’ll see in the carousel: 1. Paste only the context → no uploads needed 2. Let AI generate a reusable script 3. Run once → clean and consolidate everything 4. Reuse forever with zero extra effort Why this matters: 1. Less time fixing, more time analyzing 2. Data you can trust 3. Reports that actually tell a story 👉 Download my 100 ChatGPT Tips: https://lnkd.in/deR5VF3p 🔁 Repost to help more finance pros master AI for Finance 👇 Save this post if data cleaning is still part of your daily grind

Agent Mode in Excel 👉 Download my 100 Excel Tips: https://lnkd.in/dfRCZbEH Can Excel really build full financial models in minutes? I thought this would take more years… but it’s already here And it builds while you grab your coffee ☕ Here’s what I could generate with Excel Agent Mide: 1. A complete 3-statement model (P&L, Cash Flow, Balance Sheet) 2. Revenue breakdowns, headcount plans, product cost tabs 3. 13-week cash flow forecasts 4. A professional DCF model 5. Even a full holiday budget for a family trip in Europe All inside Excel You’ll see how Agent Mode: 1. Turns a single prompt into complex models 2. Automates forecasts that used to take hours 3. Helps in both financial work and personal planning AI isn’t coming to finance — it’s already transforming it 👉 Top 100 Excel AI Tips: https://lnkd.in/dfRCZbEH 💬 Would you try Agent Mode for your next model or even your next vacation? 🔁 Repost to help more people discover this