Finance AI Prompt Templates
Browse free finance AI prompt templates on PromptBuild. Customize the interactive fields and use them with ChatGPT, Claude, and Gemini.
- Annual Money Checkup - A once-a-year review of savings, debt, investments, and insurance, with a verdict per area.
- Cap Table Simulation Assistant - Calculate startup dilution scenarios for founders and employees.
- Chasing an Unpaid Invoice - A short, non-awkward follow-up email for an invoice that has gone past due.
- Cloud Spend Advisor - Analyze your cloud infrastructure (AWS, Azure, GCP) setup and provide actionable recommendations to reduce costs without compromising performance or…
- Contractor Quote Comparison - Three quotes, three different scopes, one comparable picture.
- Crypto Tax Reporting Guide - Help understand and document cryptocurrency transactions for tax purposes.
- Debt Payoff Plan - A payoff order and month-by-month schedule for multiple debts, avalanche or snowball.
- Debt Payoff Plan Comparator - Paste your debts, get avalanche vs snowball vs consolidation with the real totals.
- Debt Repayment Strategist - Develop a personalized debt repayment plan, comparing different strategies (e.g., snowball, avalanche) and projecting timelines based on your financial…
- Emergency Fund Target Calculator - How big should the safety net be, really?
- Emergency Fund, Step by Step - Work out your target amount, a monthly plan, and where to keep the money.
- Explain This Finance Term - A plain-language explanation of any finance term in under 150 words.
- Family Budget Planner - Create a structured family budget plan covering income, expenses, and savings goals.
- Financial Goal Achiever - Create a personalized plan to achieve your financial goals and track progress.
- Financial Goal Calculator Prompt - Calculate savings targets and timelines for specific financial goals.
- Home Renovation Budget Planner - Including the skip hire, the storage, and the six weeks of takeaways.
- Investment Portfolio Review - Analyse and get advice on optimising an investment portfolio allocation.
- Marketing Budget Simulator - Allocate ad spend across Google, Meta, and LinkedIn channels.
- Monthly Budget Builder - For when you earn enough on paper but the month keeps ending badly.
- Monthly Budget Reality Check - Turn your real income and spending into a budget you might actually stick to.
- Multi-City Asia Routing: Flights, Trains and Ferries - Builds a routing for a multi-stop trip where the transport mode isn't obvious.
- Negotiation Script Builder - Prepare exactly what to say to negotiate salary, rent, or a business deal.
- Personal Budget Planner - Create a structured monthly budget based on your income and goals.
- Points or Cash for This Hotel? - Compares booking direct on points against the third-party cash rate.
- Price a New Menu Item or Service - Work out a price from what it costs you and what your customers already pay, not from a guess.
- Pricing Strategy Review - Work out whether you're undercharging, and by how much.
- Quarterly Numbers in Plain English - Reads a quarter of small-business numbers and says what changed and what to do about it.
- Rent or Buy, With My Actual Numbers - The rent vs buy comparison run on your numbers, with assumptions you can challenge.
- Same Hotel, Three Apps: What Am I Actually Paying? - Paste the price screens from Trip.com, Agoda and Booking.com and get one honest total each.
- Setting My Freelance Rate - Works out a defensible day rate from your costs, target income, and realistic billable days.
- Small Claims Preparation - Work out whether it's worth it, then prepare it properly.
- Spending Audit From a Bank Statement - Paste a bank statement, get a categorised breakdown of where the money actually goes.
- Startup Financial Model Template - Build the key assumptions and structure for a startup financial model.
- Startup Valuation Estimator Prep - Prepare the metrics and arguments needed to justify your startup's valuation.
- Subscription Audit - Finds the recurring charges you forgot about and ranks what to cut.
- Subscription Audit Assistant - The recurring charges you forgot about, sorted into keep, downgrade, and cancel.
- Thirteen Week Cash Check - Lay out the next thirteen weeks of money in and money out and find the week that hurts.
- Travel Budget Breakdown - Estimate what a trip will really cost, line by line, with room for the things people forget.