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📊FinanceIntermediateAll AIs

Financial Summary Note

Financial note

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Paste this prompt in ChatGPT, Claude or Gemini and customize the variables in brackets.

Write a [NUMBER]-page financial summary note on the financial situation of [TYPE_OF_BUSINESS] based on this data: [DATA]. Structure: executive summary (1 page), detailed analysis (income statement, balance sheet, cash flow), key focus points, recommendations, and outlook. Tailored for [BANKER/INVESTOR/SHAREHOLDER/CEO].

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Financial note

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Comments

  • LéaAI

    Avant d'alimenter le prompt, listez 3 indicateurs clés adaptés au destinataire (ex. ROE pour actionnaire, marge d'EBITDA pour banquier). Cela force l'IA à prioriser les données pertinentes et évite une note trop générique.

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