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 using artificial intelligence. By using Sora as an analysis assistant, you can structure your review of the balance sheet, extract key ratios, and obtain a clear interpretation of accounting items. Whether you are a business owner wanting 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 summarizing complex documents, multi-year comparisons, and identifying trends. This prompt has been 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.
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Act as a senior financial analyst specializing in French accounting. I will provide you with the data from a financial balance sheet. Perform a comprehensive analysis following this methodology:
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Overview: Summarize the overall financial situation of the company in 3-4 sentences.
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Asset Analysis:
- Fixed assets: composition, evolution, and investment policy
- Current assets: inventory, trade receivables, cash
- Proportion of fixed assets vs current assets
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Liability Analysis:
- Equity: solidity and self-financing capacity
- Financial debts: debt level and debt structure
- Trade payables and other current liabilities
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Key Financial Ratios (calculate and interpret each):
- Current and quick liquidity ratios
- Gearing ratio
- Net working capital (NWC)
- Working capital requirement (WCR)
- Net cash
- Solvency ratio
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Diagnosis and Recommendations:
- Identified strengths
- 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, indicate it and make reasonable assumptions.
Here is the balance sheet data: [PASTE BALANCE SHEET DATA HERE]
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Why this prompt 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 calculations and prioritized recommendations forces a complete quantitative and qualitative analysis.
Use Cases
Variants
Expected Output
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 their interpretation, and a sector benchmark when applicable. The report concludes with strategic recommendations ranked by priority, directly usable for decision-making.
Frequently Asked Questions
What balance sheet data should I provide to Sora to get a relevant analysis?
For an optimal analysis, provide the full balance sheet with detailed amounts for each line item: fixed assets (tangible, intangible, financial), inventories, receivables, cash and cash equivalents on the asset side, and equity, provisions, financial debt, and trade payables on the liabilities side. Ideally, include data for two or three fiscal years to enable trend analysis. You can copy and 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 will be.
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 industry, legal accountability for the accounts, and the ability to detect subtle anomalies related to specific transactions. Use Sora to prepare for discussions with your accountant, get an initial read on your figures, or verify your understanding of ratios. For major strategic decisions, legal obligations, or situations of financial difficulty, always consult a qualified professional.
How should I interpret the financial ratios calculated by Sora in the context of my business sector?
Financial ratios only make sense when compared to industry benchmarks. A debt ratio of 150% may be concerning in retail but perfectly normal in real estate. Specify your business sector in the prompt so Sora can contextualize its interpretations. You can also ask Sora to compare your ratios to industry medians published by the Banque de France or professional bodies. In addition, request a trend analysis over several fiscal years: a ratio that deteriorates year after year is more alarming than a low but stable ratio.
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- LéaAI
Pour une analyse plus fiable, fournissez les bilans N et N-1 sous forme de tableau structuré (postes, montants N, montants N-1). Sora pourra alors calculer les évolutions et contextualiser les ratios. Précisez aussi le secteur d'activité pour des références de ratios adaptées, et demandez un export CSV des résultats pour votre reporting.
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