10 Best ChatGPT Finance Prompts to Save Hours in Excel, PowerPoint & Financial Analysis
ChatGPT is transforming the world of finance and productivity by offering intelligent prompts that help professionals tackle repetitive analysis, automate complex calculations, and expedite the creation of reports in Excel, PowerPoint, and everyday financial workflows.
From financial ratio calculations and trend analysis to building impactful presentations and making sense of intricate datasets, these prompts are designed to save hours, letting analysts and managers focus on deeper strategic thinking and decision-making.
Here are the 10 Best ChatGPT Finance Prompts to Save Hours in Excel, PowerPoint & Financial Analysis:
Here are the top finance prompts in order:
Excel Formulas
Prompt:
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"I'm working in Excel with two sheets: one has sales order & order amount, the other has sales orders with customer names & dates. I need a formula to fetch the customer name in the first sheet using sales order as the key. Give me the exact formula and explain how to use it."
Create PPT with AI
Prompt:
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"I'm a CFO preparing our monthly review presentation. Draft the outline of our slide deck, starting with executive summary, commercial update, P&L, Cash and Risks/Opportunities. Each slide should have 3 bullet points. Write the commentaries like a seasoned CFO."
Python + Analysis
Prompt:
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"My data is in an Excel File called 'Sales 2025'. I am using Google Colab. Generate the full Python code to identify outliers and show me a geographical dashboard. Here are the headers and first 5 lines as example: [insert data example here]"
Deep Research
Prompt:
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"I'm an FP&A manager working in SaaS. I need to perform a benchmark analysis. Perform the analysis based on US data for SaaS companies in Fintech around $20 to $50M revenue. Add a table as summary of the analysis."
Financial Analysis
Prompt:
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"I'm the finance manager of a beverage group. Based on the dataset attached, give me 5 key bullet points and 5 areas to investigate.First perform data consistency check. Then the analysis. Show me your calculations. Do this analysis like an experienced CFO in our industry."
Scenario Analysis
Prompt:
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"I'm in FP&A. In Jan, we sold $183k of equipment (8,451 units). I need help modeling 2 pricing scenarios: a 5% increase and a 5% decrease, using a demand elasticity of -1.3. Show new price, quantity, and sales. Show me your calculations and present the result in a table format. Act as the best modeler."
Budget Instructions
Prompt:
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"I am the finance manager. I need to draft the instructions for this year's budget. Help me create the instructions for all departments and for the finance team. It needs to include objectives, key assumptions, time schedule, and deliverables. Ask me for information you need before starting and I will provide them."
Set Up Action Plan
Prompt:
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"I'm an FP&A analyst. Sales came in 15% below budget due to supply chain delays. Can you draft a bullet-point action plan I can present to management to help us close the gap? Make it solution-oriented, measurable, & structured like a proactive finance business partner."
Financial Statement
Prompt:
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"I'm preparing financial statements under US GAAP. Can you draft a note for property, plant, and equipment with a table by category showing cost, depreciation, and net value? Also include useful lives by category. Use a clear, compliant format like a Big 4 partner would."
