3 Free AI Prompts for Finance

Three ready-to-use AI prompts for the moments every finance business partner knows: the management pack that's about to go out, the bad news you have to deliver, and the business case that has to survive the approval panel.

They work in ChatGPT, Claude, Gemini and Microsoft Copilot. No set-up and nothing to install.

WHAT'S INSIDE

• Pre-Issue Sense Check: a sceptical director's review of your pack before anyone else sees it

• Deliver Bad News Well: a clear, calm first draft for an overspend, a cut or a missed target

• Red-Team the Business Case: find the holes before the panel does

• A short start-here page: three habits for better answers and three rules for keeping work data safe

Each prompt comes with what to paste in, copy-ready text and a follow-up to sharpen the first answer.

The three prompts are taken from The AI Finance Business Partner Prompt Pack, which has 47 more.

5-page PDF, instant download, free.

Built, used and tested on real work by Simon Cavanagh | Transformations.