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AI prompts for financial analysis, reports, budgeting, and investment research.
58 Prompts
Ready to use with ChatGPT, Claude, Gemini, or build into AI tools
Financial Dashboard Design
Design a financial dashboard for executive reporting.
Unit Economics Analysis
Analyse the unit economics of a product or business model.
Scenario Planning Analysis
Build three financial scenarios (base, bear, bull) for a business or project.
Financial Report Narrative
Write the management commentary narrative for a financial report.
Working Capital Review
Analyse working capital efficiency and recommend improvements.
Business Valuation Summary
Write a summary of a business valuation using common methodologies.
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Stop running finance prompts manually. Create an expense tracker, budget planner, or invoice tool on Appaca.
Capital Expenditure Justification
Write a capital expenditure request with financial and strategic justification.
Month-End Close Checklist
Create a month-end financial close checklist for an accounting team.
Investor FAQ Document
Write an FAQ document to answer common investor questions about a company.
Personal Net Worth Tracker
Create a framework for tracking and growing personal net worth.
Acquisition Target Analysis
Analyse a potential acquisition target with key financial and strategic criteria.
Insurance Needs Analysis
Analyse insurance coverage needs for an individual or business.
Equity Compensation Explainer
Explain an equity compensation package in plain language to an employee.
Savings Challenge Plan
Design a customised savings challenge to reach a specific financial goal.
Financial Concept Explainer
Explain a complex financial concept in simple, accessible language.
Late Payment Collection Email
Write a professional email to follow up on a late payment.
Startup Financial Projections Guide
Guide building a 3-year financial projection for a startup.
Funding Terms Explainer
Explain common startup funding terms in a term sheet in plain language.