50 Baby Steps to AI-Powered Finance — AI Finance Prompt Library

50 Baby Steps to AI-Powered Finance — AI Finance Prompt Library

Turn AI into a practical finance thinking partner—one Baby Step at a time.

The VivaS AI Finance Prompt Library is a hands-on guide featuring 50 practical, progressively challenging AI prompts designed to help you move from AI beginner to confident finance practitioner.

You won't just learn what AI can do. You'll learn how to ask better questions, analyze financial information, challenge AI outputs, verify numbers, and turn AI insights into better finance decisions.

What you'll learn

• 🤖 AI Fundamentals — Understand AI and learn how to work effectively with tools such as ChatGPT.
• 💬 Better Prompting — Learn how to provide context, role, task, output requirements and constraints.
• 📊 Finance Analysis — Apply AI to revenue, margins, budgets, variances and management analysis.
• 🔮 Forecasting & Scenarios — Build forecasts, test assumptions and explore different business outcomes.
• 🔍 Research & Benchmarking — Structure financial research and compare performance responsibly.
• ⚙️ Finance Workflows — Turn repetitive finance activities into structured AI-assisted workflows.
• 🛡️ Verification & Responsible AI — Learn to challenge assumptions, identify unsupported claims and verify important figures.
• 🎯 Executive Decision Support — Progress toward CFO-level questions, insights and recommendations.

Who is this book for?

Students: B.Com, M.Com, MBA Finance, CA, CMA, ACCA and CFA learners

Professionals: Finance analysts, FP&A, accounting, controlling and business finance teams

Leaders: Finance managers, controllers, entrepreneurs and business owners

AI Beginners: Anyone who wants to build practical AI skills specifically for finance

The unique VivaS approach

The difficulty increases as you progress.

You begin with simple AI concepts and prompting exercises. As you complete more Baby Steps, you'll tackle increasingly realistic finance situations involving financial analysis, forecasting, scenarios, working capital, benchmarking, controls and executive decision-making.

Selected exercises can be practiced using the VivaS Finance Practice Dataset, turning the book from something you simply read into something you practice and apply.

What makes this different?

50 Baby Steps.

50 Practical Prompts.

An Excel Data Set

One Progressive Journey.

Designed to help you:

Learn → Practice → Verify → Analyze → Decide → Transform

Whether you're a finance student taking your first steps into AI or an experienced finance professional looking to work smarter, this guide gives you a structured path to building practical AI-for-finance capability.

Important

This is an educational resource. AI-generated outputs should always be independently reviewed and verified before being used for real financial reporting, business decisions, compliance or professional work. Never enter confidential or sensitive business information into an AI tool unless your organization's policies and approved tools permit it.

VivaS — Finance Decision Intelligence Platform

IDEAS. KNOWLEDGE. INSPIRATION.