The Finance Fix (Part 1): AI Prompts to Streamline Your Data and Workflows

Finance leaders spend too much time fixing problems that should just work. This checklist gives you practical AI prompts to clean up your data, audit your processes, and test automation tools without a major systems overhaul.
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What you'll learn

Improve your AI outputs

Messy inputs create messy outputs. Learn how to refine your prompts so AI tools generate structured, finance-ready insights, not generic answers.

Audit your workflows

Use built-in AI prompts to uncover manual, error-prone, or time-consuming steps in your finance processes. Get a clear starting point for automation and efficiency.

Explain your data

Discover prompts that translate complex SQL queries and reports into plain English, helping you spot risks, redundant logic, and inconsistencies before they become costly.

Test better tools

From GPT in BigQuery to reconciliation automation in Weel, explore a curated list of tools that can help your team reconcile faster, reduce admin, and trust your numbers again.

Key findings

Improve your AI outputs

Messy inputs create messy outputs. Learn how to refine your prompts so AI tools generate structured, finance-ready insights, not generic answers.

Audit your workflows

Use built-in AI prompts to uncover manual, error-prone, or time-consuming steps in your finance processes. Get a clear starting point for automation and efficiency.

Explain your data

Discover prompts that translate complex SQL queries and reports into plain English, helping you spot risks, redundant logic, and inconsistencies before they become costly.

Why this checklist works

Most finance teams don’t need more tools, they need better ones that talk to each other.

This checklist gives you a practical way to test AI and automation safely, clean up messy data, and streamline clunky workflows all with prompts you can copy and use right away.

You’ll walk away with:

  • Practical AI prompts tailored for finance use cases
  • A roadmap to audit and automate key workflows
  • Tool recommendations to modernise your finance stack

Whether you’re improving reconciliations, cleaning up reporting, or rethinking approvals, this checklist helps you build a smarter, faster, and more reliable finance operation.