How to Use ChatGPT 5 to Build INSANE Financial Models
A finance educator with a huge CFO following builds a model live.
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How do founders use AI for financial modeling and forecasting?
Use AI as your analyst pair, not your CFO: it drafts model structure, writes and audits formulas, stress-tests assumptions (which assumption would an investor attack first?), and explains finance jargon in plain language. Keep the model itself in a spreadsheet you understand line by line, because investors probe the logic, not the tool. Claude in Excel and purpose-built prompts have made the drafting step dramatically faster.
Go deeper
18 resources.
Claude vs ChatGPT for Financial Modeling
A direct head-to-head on modeling tasks so you pick the right assistant.
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Claude in Excel: The 5-Minute Setup
A tech CFO shows the fastest path to AI inside your actual financial model.
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Master Claude for Excel in Just 10 Minutes
A finance YouTuber's fast track to formula auditing and model updates with AI.
Watch on YouTube youtube.com →a16z's Alex Immerman on How AI Is Redefining the Modern CFO
The investor view on how AI changes finance functions, useful before your next raise.
Listen on Spotify open.spotify.com →Claude Financial Modeling 101: Setup Guide + 60 Prompts
Sixty tested prompts covering the exact models an early-stage founder needs.
Open sidsaladi.substack.com →The Complete AI Financial Modeling Playbook: DCF, M&A, and 60 Claude Prompts
The advanced sequel for when a term sheet makes DCF suddenly relevant.
Open sidsaladi.substack.com →AI Can Build Your Startup Financial Model. But It Can't Make It Investor-Ready.
A valuation firm's precise line between what AI drafts and what diligence demands.
Open finrofca.com →Ranking the Best AI Tools for Financial Modeling
The modeling-training institution benchmarks AI tools on real modeling tasks.
Open wallstreetprep.com →Sales Forecasting with AI: How ChatGPT, Claude, and Gemini Compare
Compares the big three specifically on forecasting, with accuracy caveats.
Open corporatefinanceinstitute.com →How to Use ChatGPT to Create a Financial Forecast for Your Business
A business-planning company's step-by-step for first-time forecasters.
Open liveplan.com →Our Claude Test: How AI Financial Modeling Shocked Us
A documented case of Claude Projects halving three-statement model build time.
Open albusi.com →Startup Financial Modeling Claude Code Skill
A packaged Claude skill purpose-built for startup financial planning.
Open mcpmarket.com →Can ChatGPT Do Financial Modeling?
An India-based finance training firm's honest capability assessment.
Open thewallstreetschool.com →AI Financial Modeling for Startups Is the CFO Alternative That Actually Works
The pre-Series A stack: Causal or Sheets for the model, AI for stress-testing the thinking.
Open startupfortune.com →How to Use ChatGPT to Create a Financial Forecast: Example & Guide
A worked example with the actual prompts and outputs shown.
Open medium.com →How to Build a Financial Model with ChatGPT
Break the model into revenue build, schedules, and working capital, one prompt each.
Open thebricks.com →Financial Modeling GPT
A ready-made GPT tuned for modeling questions, zero setup.
Open chatgpt.com →More in Data Analysis
- Why let AI analyze my data instead of learning Excel formulas or SQL? 18 →
- How do founders get insights from CSVs, analytics, and surveys using AI? 18 →
- What can AI-in-spreadsheets (Claude in Excel, Gemini in Sheets) actually do? 20 →
- Which AI tool should I use for data analysis: ChatGPT, Claude, Gemini, or a dedicated tool? 18 →
- Can AI write SQL for me and query my database in plain English? 18 →
- How do I know the numbers AI gives me are actually right? 18 →
- Is it safe to put my company's data into AI tools? 18 →
- How do I build dashboards and charts with AI, without a BI tool or a data team? 18 →
- How do I analyze customer feedback, reviews, and support tickets at scale with AI? 18 →
- Which metrics should my startup track, and how can AI help me stay on top of them? 18 →
- Can AI clean up my messy data: duplicates, formats, and half-filled columns? 18 →
- Do I still need to hire a data analyst, or can AI cover it for now? 16 →
Also in Starting Up
The same ground, over in Grow & market, our Starting Up track.
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