The Finance Prompt & Agent Library
100 governed, copy-paste prompts. 20 AI shortcuts. Built for finance workflows.
It is 10 pm. The board pack is due tomorrow. The variance commentary is still blank, and the cash flow narrative needs three more scenarios. That is what this book was built for.
Most AI Tools Give Generic Results
Unless you know exactly how to instruct them. The finance professionals who advance fastest are not working harder — they are producing sharper outputs, faster, with fewer revisions. AI is how they do it.
This library removes the guesswork. You get the governed, professional-grade prompts that produce the quality of analysis your CFO and board expect in a fraction of the time.
Whether you are a financial analyst who wants commentary that gets noticed, a finance manager preparing your first board paper, or a CFO building out an AI-capable team, this is the reference that sits open next to your model.
What Is Inside
100 ready-to-use prompts covering 10 finance workflows. Each one is structured for finance contexts, tested for professional output, and paired with field-tested hot tips.
10 Finance Workflows Covered
From board packs to audit responses — prompts structured for every core finance workflow.
Board Pack
Executive summaries, board-ready commentary, and strategic narrative prompts.
CFO Commentary
P&L commentary, performance narratives, and variance explanations that land.
Variance Analysis
P&L variance narratives that explain the why, not just the what.
Rolling Forecast Reviews
Reforecast commentary, assumption challenges, and scenario narratives.
13-Week Cash Flow
Cash flow assumption analysis, sensitivity commentary, and liquidity narratives.
Debtor Aging
Debtor analysis, collection priority commentary, and risk flagging.
Financial Modelling
Model assumption documentation, sensitivity analysis, and scenario outputs.
CapEx Business Cases
Investment case narratives, payback analysis, and board recommendation language.
Audit Query Responses
Structured audit responses, evidence summaries, and compliance narratives.
AI Agent Design
Custom instructions, finance-specific agents, and workflow automation chains.
Choose Your Format
Available as a print book on Amazon, a digital PDF, or an upgraded bundle with an Excel file containing all prompts plus 50 bonus prompts.
Amazon Paperback
Physical copy shipped to your door. The reference that sits open next to your model.
- 100 governed prompts
- 20 AI shortcuts
- AI skills guide
- Physical reference book
Instant Download
$49.99
Instant PDF download. Start using the prompts in minutes.
- 100 governed prompts
- 20 AI shortcuts
- AI skills guide
- Instant PDF delivery
PDF + Excel + Bonus
$89.99
Everything in the PDF, plus an Excel file with all prompts and 50 additional bonus prompts.
- Everything in the PDF edition
- Excel file with all prompts
- 50 bonus prompts not in the book
- Fastest path to implementation
Who This Is Built For
Financial Analysts
Want commentary that gets noticed. Need variance narratives and board-pack language that sounds like it came from a senior finance leader.
Finance Managers
Preparing your first board paper or running the monthly close. Need professional-grade outputs without starting from scratch every time.
CFOs & Controllers
Building out an AI-capable team. Need a reference library your team can use to produce consistent, governed, board-ready analysis.
Written by Steven Taylor
MBA, CPA, FMVA · CFO Insights · Author of 17 Finance Books
Practical. Governed. Built for finance professionals. Steven Taylor has spent 18+ years in CFO and senior finance roles across healthcare, disability services, and aged care. He has written 5 books on AI in finance and works with organisations to implement AI safely, measure technology ROI, and build AI-capable finance teams.
Stop writing prompts from scratch.
100 governed prompts. 10 finance workflows. Board-ready output in a fraction of the time. The reference that sits open next to your model.