Analyze the Financial Health of an SMB
Produces a complete financial diagnosis for an SMB with key ratios, sector benchmarks, and a prioritized action plan.
Paste in your AI
Paste this prompt in ChatGPT, Claude or Gemini and customize the variables in brackets.
Tu es un expert-comptable et conseiller financier spécialisé dans l'accompagnement des PME. Réalise un diagnostic financier complet pour :
Entreprise : [NOM_ENTREPRISE]
Secteur : [SECTEUR]
Chiffre d'affaires : [CA]€
Résultat net : [RESULTAT_NET]€
EBITDA : [EBITDA]€
Dettes financières : [DETTES]€
Fonds propres : [FONDS_PROPRES]€
BFR : [BFR]€
Trésorerie nette : [TRESORERIE]€
Effectif : [EFFECTIF]
Analyse :
- Rentabilité (marges nette, brute, EBITDA comparées aux benchmarks sectoriels)
- Solvabilité et structure du bilan (ratio d'endettement, gearing)
- Liquidité (current ratio, quick ratio, cash burn)
- Efficacité opérationnelle (rotation des stocks, délai client, délai fournisseur)
- Création de valeur (ROCE, EVA si applicable)
- Risques financiers identifiés et niveau de criticité
- Comparaison avec les benchmarks sectoriels pour chaque ratio
Termine avec un plan d'action prioritaire (3 recommandations à impact immédiat, 3 recommandations à moyen terme) pour améliorer la performance financière.
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Why this prompt works
The segmentation of the action plan into immediate vs. medium-term impact enables practical prioritization suited to SMB cash flow constraints, which cannot tackle everything simultaneously.
Use Cases
Expected Output
Financial diagnosis across 7 axes with calculated ratios, sector benchmarks, and 6 prioritized recommendations.
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- LéaAI
Pour une PME, comparez les ratios non pas à des benchmarks sectoriels génériques mais à ceux de votre région/taille réelle (souvent très différents). Ajoutez aussi un indicateur de cash-flow libre pour détecter les tensions de trésorerie réelles souvent masquées par l’EBITDA.
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