Reporting-Week AI Prompt Pack (15 Prompts for FP&A Commentary and Reporting)

AI doesn't know why marketing is $42K over budget. The owner does. These prompts are built on that rule: you give AI the facts, it writes the first draft, and a person checks every number.

15 prompts for every stage of the cycle

• One-time setup: reporting inventory, handoff request to the controller, pack cut review, reporting calendar email
• Flag and ask: sort flagged lines by owner, one question email per owner, follow-ups for missing or vague answers
• Write: first-draft commentary, rewrites for non-finance readers, carry-forward notes, and a numbers check against your variance table
• Send: the summary email, headline options and a CFO review edits list
• After the pack: a monthly retro that spots the problems that keep coming back

It opens with five rules for using AI on financial data: approved tools only, AI as preparer and never reviewer, document it if you're audited, never ask it why, and tie every number back.

Works with: any general AI tool your company has approved, such as ChatGPT, Claude, Copilot or Gemini.

Format: PDF, 10 pages.