Guide

ChatGPT for finance, use cases and prompts

OpenAI Academy · academy.openai.com

Free official prompt library covering cash-flow modeling, revenue forecasting and financial reporting, a fast way to start asking burn/runway questions of your own data.

Open on academy.openai.com ↗

It answers 2 questions

  1. How do founders use AI for bookkeeping, invoicing, runway and burn analysis?
  2. How do people use AI to prepare MIS/investor updates faster?

Read with it

  1. A real founder documents delegating ~80% of his admin, invoice entry, daily bank reconciliation, order invoicing, to Claude,... dannorris.me Article How to replace your bookkeeper with AI Dan Norris (7-time founder, East Coast Roast)
  2. A practicing CPA gives six copy-able workflows (categorization checks, reconciliation research, AR collection emails) and is... growthy.com Guide How to Use Claude for Bookkeeping: 6 Workflows + Prompts Bobby Huang, CPA (SDO CPA / Growthy)
  3. The guardrails piece: what AI genuinely handles well (data entry, categorization, reconciliation) and why messy books in means... forbes.com Article Using Claude for Bookkeeping? Here's What Small Business Owners Should Know Forbes Advisor (with CPA sources)
  4. A VC operating partner's exact 4-step workflow using a Claude skill, gather data, prompt, verify the TL;DR answers five... gtm.stage2.capital Article Use AI to Write a Monthly Investor Update Mandy Cole (Stage 2 Capital)
  5. Includes a full copy-paste prompt that interviews you section by section (vision, highlights, challenges, asks) and drafts the... ottopohl.com Article AI For Investor Updates: A Concrete AI Use Case Otto Pohl (startup communications consultant)
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