Finance

16 prompts. Open one, copy it, paste it into Copilot.

Finance Critical Guardrails - Read First

CRITICAL: Read before any finance use of Copilot. Numbers it produces are drafts to verify, never authoritative.

Pull together the context and open items for the close from communications.

Draft the narrative behind a variance from context you provide. Confirm drivers with the business.

Summarize budget-vs-actual discussion for a review. Authoritative figures come from the GL/EPM.

Assemble a pre-read for a finance review or leadership meeting from existing material.

Draft management commentary (MD&A style) from results and notes, for review.

Gather and structure inputs for a board finance pack. Numbers stay subject to verification.

Assemble context and evidence pointers for an audit request. Responses require finance sign-off.

Compile collections context for an overdue account to prepare a follow-up.

Research an accounts-payable query from correspondence to resolve it faster.

Gather cash and liquidity talking points for a treasury or leadership briefing.

Capture the assumptions behind a forecast or budget from discussion, for transparency.

Collect the inputs needed for a reforecast from across the business.

Prepare for a cost-centre or department spend review with relevant context.

Draft the justification narrative for a capex or investment request, for review.

Compile spend and contract context for a vendor ahead of a review or renewal.