Guided AI workflows for finance
Your first AIfinance workflowis 25 minutes away.
Step-by-step guidance with ChatGPT, Claude, Gemini, or Copilot. No AI experience needed.
You walk away with
A plain-English P&L readout
- 1Revenue rose 6.1% to $4.82M, the strongest month in the last six.
- 2Gross margin improved to 61.4% (from 61.0%), so gross profit grew faster than sales.
- 3EBITDA rose $73K to $710K: gross profit (+$188K) more than covered higher operating costs (+$115K).
Built in ChatGPT, Claude, Gemini or Copilot
We’ll show you how to check key figures in the readout.
Illustrative example · not your data
Opens Understand my P&L
Sample data or your own
- Free, no signup
- Sample data included
- Your file isn’t uploaded to us
About 20–30 minutes; your pace may vary.
Is this the right next step?
- Who it's for
- FP&A Manager or Analyst
- When to choose it
- Leadership keeps asking for a dashboard, a P&L readout, a monthly report or an explanation of what changed, and you want to try AI on it.
- How to start
- Choose one of the four workflows and select Start building; choose sample data or your own inside the guide.
- What to use next
- Check readiness before scaling
Everything you need. Nothing to figure out.
Every workflow comes as a complete kit. You bring the task.
- A sample file, or prep steps for yours
- Start in minutes, without risking company data.
- Prompts written for your AI tool
- Skip the blank chat. No prompt engineering needed.
- A short list of numbers to verify
- Know what to trust before it reaches your CFO.
- Follow-ups to go deeper
- Go by department or vs. budget, one prompt at a time.
- A workflow you keep
- Next month, rerun it instead of rebuilding it.
You bring the finance judgment. We bring every step.
No AI background needed. Each screen tells you exactly what to do next. Stuck? Ask for help right inside the guide.
Finish one build and you’re the person on your team who knows how to do this with AI.
Before you use the dashboard, does it match your source?
A spot check, not a full audit. Review the rest before sharing.
Pick one. We’ll walk you through it.
Start with the dashboard. Choose sample data or your own inside the guide.
Management dashboard
Turn your P&L into the dashboard leadership keeps asking for.
You get: an interactive management dashboard.
Understand my P&L
Get a plain-English readout of what’s driving performance.
You get: a plain-language P&L explanation.
Monthly management report
Draft your leadership report in one sitting, then refine it.
You get: a monthly management report draft.
Find what changed
Rank the biggest movements and the accounts behind them.
You get: a ranked list of this month’s changes.
Where does my data go?
Your financial files aren’t uploaded to FinanceWorkroom. When you attach or paste data in your chosen AI tool, that provider processes it under your account’s settings and policies. You can use sample data throughout. Check your company’s AI policy first.
Do I need AI experience or a paid plan?
No experience needed; the guide covers every step. A free account with your AI tool usually works, though file uploads and limits depend on your plan.
What do I actually end up with?
A result in your AI tool, figures you’ve checked against the source, and the prompts to run it again next month.
How do I check AI-generated numbers before sharing them?
Treat the output as a draft. Compare key figures with your source report, confirm the period and units, and recalculate material changes. If something doesn’t match, check the data, formulas, and assumptions before using the result. These checks support your review; they don’t replace it.
Can AI help explain what changed in my P&L?
AI can help compare periods, rank movements, and identify contributing accounts. It needs business context to explain why those changes happened. Use the “Find what changed” guide to get started, then investigate explanations that aren’t supported by your data.
Can AI help write my monthly management report?
AI can turn financial results into a first draft of your performance summary and commentary. You review the figures, add business context, and decide what leadership needs to know. The “Monthly management report” guide walks you through creating and refining that draft.
When should I get expert help with an AI finance workflow?
Start with a guided workflow to explore a specific task. Consider expert help when you need system integrations, scheduled updates, shared access, or review controls across a recurring process. Explore expert implementation to discuss what it would take to move beyond your first build.