Curated prompts for budgeting, planning, analysis, and strategy — updated regularly.

Use these with ChatGPT, Claude, Gemini, or your favorite AI tool.

Save time. Reduce stress. Grow smarter with your money.

🗞️ Newsletter Prompt Archives

Prompts featured in past issues of my AI for Finance newsletter:

🔹 May 2025: Work Smarter

• How to Get ChatGPT to Write Your Variance Analysis Report
• Bonus Issue - How to Use ChatGPT and Excel to Automate Account Reconciliation
• How to Make ChatGPT Chase Late Invoices for You
• Special Issue - AI Jargons
• How to Turn a Messy Spreadsheet into a Clean Dashboard Using ChatGPT

🔹 June 2025: Less Work More Productivity

• How to Build a 12-Month Rolling Forecast in Seconds With ChatGPT
• How to Automate Your Accounting Workflow With Zapier AI (No Code Needed)
• How to Automate Variance Analysis in Excel Using ChatGPT (Step-by-Step)
• How Can Accountants Use ChatGPT to Write Weekly Reports Faster?

🔹 July 2025: Getting Ahead

• Can ChatGPT Help Me Prioritize My Job and Work Smarter?
• How Can I Automate Month-End Close with ChatGPT?