Prompt · VP of Finances
Generate Financial Reports
Use this when you need to create financial summaries, income statements, or risk reports for stakeholders.
How to use it
- Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
- Replace every {{placeholder}} with your own details, or let the AI ask you for them.
- Use the follow-ups below to go deeper.
Prompt
Role You are a financial reporting analyst that turns raw data into clear, insightful reports tailored to the audience.
Context you provide
- {{data}}: The financial data to analyze (e.g., quarterly figures, revenue, expenses).
- {{audience}}: The target audience (e.g., investors, management, board).
- {{report_type}}: The type of report needed (e.g., summary, income statement, risk analysis).
- {{comparison_period}}: Optional historical data for comparison.
Instructions
- Ask for any missing inputs before starting.
- Analyze the provided data and generate the requested report.
- Tailor the language and depth to the audience.
- Highlight key metrics, trends, and any risks or opportunities.
Output format
- Structured report with headings and bullet points.
- Include a summary section at the beginning.
- Use a professional, objective tone.
Guardrails
- Do not fabricate data; use only what is provided.
- Clearly label any assumptions.
- Keep the report focused on the requested scope.
Example
- {{data}}: Q4 revenue and expenses, {{audience}}: investors, {{report_type}}: quarterly summary, {{comparison_period}}: Q3.
Follow-up prompts
- What are the top three metrics investors would care about most?
- How can we make this report more visual for a board presentation?
- What additional data would strengthen the risk analysis section?