Sora Prompt for Analyzing a Financial Balance Sheet

Analyzing a financial balance sheet is a crucial step to assess a company's economic health, identify its strengths, and detect its vulnerabilities. Traditionally reserved for accountants and financial analysts, this task can now be facilitated with artificial intelligence. By using Sora as an analysis assistant, you can structure your reading of the balance sheet, extract key ratios, and obtain a clear interpretation of accounting items. Whether you are a business owner looking to understand your financial statements, an investor evaluating an opportunity, or an accounting student, Sora helps you transform raw data into actionable insights. The tool excels particularly in synthesizing complex documents, multi-year comparison, and identifying trends. This prompt is designed to guide Sora in a methodical analysis covering assets, liabilities, financial structure, and performance indicators, while respecting French and international accounting standards. Discover how to formulate your request to obtain a rigorous and actionable financial analysis.

The prompt

Sora

Act as a senior financial analyst specialized in French accounting. I will provide you with the data from a financial balance sheet. Perform a complete analysis following this methodology:

Overview: Summarize the overall financial situation of the company in 3-4 sentences.
Asset analysis:
- Fixed assets: composition, evolution, and investment policy
- Current assets: inventory, trade receivables, cash
- Proportion of fixed versus current assets
Liability analysis:
- Equity: solidity and self-financing capacity
- Financial debts: level of debt and debt structure
- Trade payables and other current liabilities
Key financial ratios (calculate and interpret each):
- Current and quick liquidity ratios
- Debt ratio (gearing)
- Net working capital (FRNG)
- Working capital requirement (BFR)
- Net cash
- Solvency ratio
Diagnosis and recommendations:
- Strengths identified
- Points of vigilance and risks
- 3 concrete and prioritized recommendations

Present the results in a structured format with tables for ratios. Use accessible language while remaining technically precise. If data is missing, note it and make reasonable assumptions.

Here is the balance sheet data: [PASTE BALANCE SHEET DATA HERE]

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Why it works

This prompt works by assigning a precise expert role (senior financial analyst) that anchors responses in a professional framework. The structured 5-step methodology guides the AI through a sequential analytical process, avoiding superficial answers. The explicit request for ratio calculation and prioritized recommendations forces a comprehensive quantitative and qualitative analysis.

Expected result

You will obtain a structured financial analysis report including an executive summary, a detailed diagnosis of each balance sheet item, a table of financial ratios with interpretation, and industry benchmarking where applicable. The report concludes with strategic recommendations ranked by priority, directly usable for decision-making.

Variants by level

FAQ

What balance sheet data should I provide to Sora for a relevant analysis?

For an optimal analysis, provide the complete balance sheet with detailed amounts for each item: fixed assets (tangible, intangible, financial), inventory, receivables, cash on the asset side, and equity, provisions, financial debts, trade payables on the liability side. Ideally, include data for two or three fiscal years to allow trend analysis. You can copy-paste values from your accounting software or enter figures in a simple tabular format. The more complete the data, the more accurate the analysis and relevant the recommendations.

Can the financial analysis generated by Sora replace a chartered accountant?

No, the analysis produced by Sora is a tool to aid understanding and decision-making, but it does not replace the expertise of a certified professional. A chartered accountant brings contextual knowledge of your sector, legal responsibility for accounts, and the ability to detect subtle anomalies related to specific transactions. Use Sora to prepare discussions with your accountant, get a first reading of your numbers, or verify your understanding of ratios. For important strategic decisions, legal obligations, or financial distress situations, always consult a qualified professional.

How should I interpret financial ratios calculated by Sora in the context of my industry?

Financial ratios are only meaningful when compared to industry benchmarks. A debt ratio of 150% may be concerning in retail but perfectly normal in real estate. Specify your industry in the prompt so Sora contextualizes its interpretations. You can also ask Sora to compare your ratios to industry medians published by the Bank of France or professional bodies. Additionally, request a trend analysis over multiple periods: a ratio that deteriorates year after year is more alarming than a low but stable ratio.

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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