GitHub Copilot Prompt to Analyze a Financial Balance Sheet

GitHub Copilot, the AI-powered coding assistant, is not limited to code generation. With its data analysis and processing capabilities, it becomes a formidable ally for finance professionals who want to automate financial balance sheet analysis. By using Copilot in a development environment like VS Code, you can ask it to generate analysis scripts, interpret financial ratios, detect accounting anomalies, and produce summary reports from raw data. Whether you are a CFO, management controller, or financial analyst, a well-structured prompt allows Copilot to turn spreadsheets of numbers into actionable insights. The challenge is to formulate your request with enough context — balance sheet structure, accounting standards, key indicators — so that the AI produces a rigorous and usable analysis. This guide offers an optimized prompt as well as variants adapted to your level of expertise to get the most out of GitHub Copilot in your financial analyses.

The prompt

GitHub Copilot

Analyze the following financial balance sheet in accordance with French accounting standards (French GAAP). For each item, calculate the N/N-1 variations in absolute value and percentage. Then produce: 1) An analysis of the financial structure (working capital, working capital requirement, net cash) with interpretation. 2) Liquidity ratios (current, quick, cash), solvency ratios (financial autonomy, repayment capacity), and profitability ratios (ROE, ROA). 3) A synthetic diagnosis of identified strengths and weaknesses with prioritized recommendations. 4) A summary table formatted in Markdown. Here is the balance sheet data: [PASTE DATA HERE]. Present the analysis in a structured manner with clear headings, professional comments, and alerts on critical thresholds exceeded.

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Why it works

This prompt works because it imposes a complete financial analysis methodology in four distinct steps, which forces Copilot to structure its response exhaustively rather than superficially. The explicit reference to French GAAP and specific ratios removes ambiguity and guides the AI toward recognized financial calculations. Finally, the request for a diagnosis with prioritized recommendations pushes the model beyond simple data restitution toward true analytical interpretation.

Expected result

You will obtain a complete and structured financial analysis including item-by-item variations, key ratios calculated with their values and interpretation (favorable, neutral or unfavorable), as well as an overall diagnosis of the company's financial health. The result will include a Markdown summary table ready to integrate into a report, with visual alerts on indicators that exceed commonly accepted critical thresholds.

Variants by level

FAQ

Can GitHub Copilot analyze a financial balance sheet directly from an Excel file?

GitHub Copilot cannot directly read Excel files. You must first convert your data into structured text (CSV, Markdown table, or JSON) and paste it into your editor. Copilot can then generate a Python script using pandas or openpyxl to automate importing and analyzing your Excel files on a recurring basis.

Are the financial calculations produced by GitHub Copilot reliable?

Copilot correctly applies standard financial formulas when the prompt specifies them clearly. However, it is essential to verify the results, especially ratio calculations and variations. For critical decisions, use Copilot as an acceleration and structuring tool, but always validate key figures with a spreadsheet or accounting software.

How to adapt the prompt for an IFRS balance sheet instead of French GAAP?

Replace the mention 'French GAAP' with 'IFRS' in the prompt and specify the desired specifics: treatment of goodwill, fair value of assets, presentation of equity according to IAS 1. Also add relevant IFRS indicators like adjusted EBITDA or net debt/EBITDA ratio commonly used by international analysts.

How to use this prompt

Copy the prompt with the button above.
Paste it into ChatGPT, Claude or your favorite AI assistant.
Replace the bracketed variables with your details, then refine the result.

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