Article
July 18, 2025 · Last updated on August 12, 2025
ChatGPT for finance
# Work Users
# Prompt Packs
ChatGPT use cases and prompts for finance teams
ChatGPT for finance
Finance teams are focused on driving fiscal clarity, managing risk, and ensuring their organization makes informed, strategic decisions backed by data. ChatGPT can support them by accelerating financial analysis, generating executive-ready summaries, automating routine documentation, and brainstorming strategic financial plans—all while considering compliance and accuracy standards.
Financial benchmarking & market analysis
ChatGPT supports evaluating financial performance and market positioning through benchmarking, competitor research, and industry analysis. Use web search or deep research for deeper real-time insights.
Use case | Prompt | URL |
Benchmark financial performance | Benchmark our financial performance against companies in the [insert industry] sector. Use public data to compare gross margin, net profit, and CAC. Present results in a table with source links. | |
Benchmark expense ratios vs. peers | I'm a finance lead at [insert company or industry]. Research current SG&A and R&D expense ratios for 5 comparable companies in the [insert sector, e.g., SaaS, manufacturing, healthcare]. Provide a table with metrics, source links, and a short analysis of how we compare. | |
Competitive fundraising analysis | I'm a CFO preparing for our next fundraising round. Research recent funding rounds (past 12 months) in [insert industry]. Summarize deal sizes, valuations, lead investors, and positioning. Format as a briefing memo with source citations and clear bullet-point insights. | |
Compare global tax regulations | I manage global finance compliance. Research and compare corporate tax rates and reporting requirements in [insert countries]. Focus on tax incentives, reporting thresholds, and penalties. Deliver a comparison chart with links to official sources. | |
ESG finance strategy benchmark | I'm updating our ESG financial strategy. Research how leading companies in [insert industry] integrate ESG into financial planning and disclosures. Summarize 3–5 examples with their KPIs, reporting cadence, and financial impact. Include references. |
Financial planning & forecasting
ChatGPT guides revenue forecasting, budget planning, and scenario modeling to inform strategic decisions. Upload data for deeper analysis and use a reasoning model for more strategic insights.
Use case | Prompt | URL |
|---|---|---|
Forecast revenue trends | Forecast next quarter’s revenue based on the past 6 quarters of data. Use the trends from our [insert dataset or industry] to explain your reasoning. Present the forecast in a table and write a short executive summary. | |
Draft budget assumptions for planning | Help me draft budget assumptions for our next annual plan. Context: [insert department/region/product info]. Output should include key assumptions, rationale, and any dependencies. | |
Model cash flow scenarios | Model 3 cash flow scenarios based on these variables: [insert inputs such as revenue range, delays, or costs]. Output as a table with assumptions, key drivers, and estimated cash impact. | |
Conduct ROI analysis for tooling | Conduct an ROI analysis for a new [insert software or tool] we’re considering. Context: [insert usage or pricing data]. Output should include payback period, assumptions, and a short risk assessment. | |
Compare pricing strategies | Compare 3 potential pricing strategies for our [insert product or service]. Use prior pricing data from [insert past year] for context. Output should be a side-by-side comparison table with pros, cons, and estimated impact. |
Financial communication & reporting
ChatGPT supports executive communications, board updates, and simplifying financial information for diverse audiences. Use canvas for real-time editing.
Use case | Prompt | URL |
|---|---|---|
Prepare board meeting talking points | Draft financial talking points for an upcoming board meeting. Use our [insert Q2 results or P&L summary] as input. Write the talking points in bullet format, focusing on topline metrics and risk/upsides. | |
Write investor update summary | Write a summary for our next investor update. Use highlights from [insert performance report or fundraising update]. Format the output as a concise executive email suitable for external stakeholders. | |
Draft QBR financial slide content | Draft the financial performance section for our next QBR deck. Use these inputs: [insert Q2 revenue, margin trends, notable cost changes]. Output as slide bullets with 1–2 takeaway lines. | |
Translate variance analysis | Translate this variance analysis into a manager-friendly summary. Source: [insert analysis]. Write in plain language with a brief explanation of why each variance occurred. | |
Summarize audit findings | Summarize key findings from our internal audit. Use this document: [insert findings]. Output should be a summary for executives, with 3 themes and recommended next steps. |
Operational finance & process improvement
ChatGPT analyzes cost structures, identifies efficiency opportunities, and strengthens financial operations. Use a reasoning model for more strategic insights.
Use case | Prompt | URL |
|---|---|---|
Analyze cost reduction opportunities | Identify cost reduction opportunities from our recent budget report. Use the breakdown from [insert cost center or department] to evaluate. Provide a table with opportunities, projected savings, and any potential risks. | |
Evaluate M&A target fit | Evaluate the financial and strategic fit of an M&A target. Use this context: [insert company profile or key metrics]. Output should be a table of pros/cons and a 3-paragraph summary of risk/reward. | |
Identify accounting process gaps | Review our current accounting close checklist and suggest improvements. Use this documentation: [insert SOP or task list]. Output should highlight bottlenecks and recommend process updates. | |
Review vendor payments for consolidation | Analyze vendor payments in this data [upload file]. Identify top 10 vendors by spend, spot any duplication (e.g., similar vendor names), and recommend vendors to consolidate. Output a table and short cost-reduction summary. | |
Procurement strategy cost levers | I'm leading a finance initiative to cut procurement costs. Research strategies used by Fortune 500 companies to reduce procurement spend without harming supplier relationships. Present 3–5 tactics with cost impact examples and cited sources. |
Financial dashboards & visual storytelling
ChatGPT creates visual representations of financial data, processes, and strategic insights for clarity and impact. Create an image in ChatGPT for a custom visual.
Use case | Prompt | URL |
|---|---|---|
Visualize revenue growth funnel | Create an image of a revenue growth funnel with labeled stages: Acquisition → Activation → Revenue → Retention → Expansion. Use a clean, modern style suitable for an executive finance presentation. Include icons for each stage. | |
Illustrate budget planning workflow | Create a horizontal process flow diagram showing a budget planning cycle: Forecasting → Review → Stakeholder Input → Approval → Tracking → Adjustment. Use corporate-style visuals with subtle color and labels. | |
ESG finance impact visual | Create a visual showing how ESG initiatives can impact finance metrics. Show links between sustainability investments and cost savings, risk mitigation, and investor interest. Use a modern, green-themed design with arrows. | |
Executive dashboard concept | Generate a conceptual image of a finance executive dashboard showing high-level KPIs: Revenue, Gross Margin, Burn Rate, Runway, and Budget vs. Actual. Use a clean layout with panels and placeholder numbers. |
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