Top AI Prompts for Analyzing Financial Statements

Identify 5 key financial ratios from the ‘Q4 2023 Financial Summary’ document.

Use Case: Quickly extracts crucial metrics to evaluate company health.

ClickUp Brain Behaviour: Analyzes the linked report to highlight and explain important ratios relevant to financial assessment.

What are the recent trends in liquidity ratios for mid-sized tech firms in North America?

Use Case: Supports data-driven decisions with up-to-date industry benchmarks.

ClickUp Brain Behaviour: Compiles insights from internal market research; Brain Max can supplement with external financial data if accessible.

Draft a summary report on cash flow statement analysis based on ‘Annual Report 2023’ and previous audit notes.

Use Case: Aligns finance teams with a clear, concise overview.

ClickUp Brain Behaviour: Extracts and organizes relevant textual information from linked documents into a structured summary.

Compare profitability margins between Company A and Company B using the ‘Profitability Q2’ dataset.

Use Case: Facilitates side-by-side financial performance evaluation.

ClickUp Brain Behaviour: Processes tabular and narrative data from internal files to generate a comparative analysis.

List top cost control measures identified in recent manufacturing sector financial reports.

Use Case: Helps pinpoint effective expense management strategies.

ClickUp Brain Behavior: Scans documents to extract frequently mentioned cost-saving initiatives and their impact notes.

From the ‘Audit Checklist 2023’ file, create a detailed compliance checklist for financial statement review.

Use Case: Simplifies audit preparation with a ready-to-use task list.

ClickUp Brain Behavior: Identifies key audit points and formats them into an actionable checklist within a task or document.

Summarize 3 emerging trends in revenue recognition standards from recent accounting updates.

Use Case: Keeps finance teams informed on evolving compliance requirements.

ClickUp Brain Behavior: Extracts and condenses recurring themes from linked regulatory documents and expert analyses.

From the ‘Investor Survey Q1’ document, summarize main concerns regarding financial disclosures.

Use Case: Guides transparency improvements aligned with stakeholder expectations.

ClickUp Brain Behavior: Reads survey feedback to identify common themes and priorities in investor communications.

Write clear and concise explanatory notes for the ‘Equity Changes’ section using the style guide in ‘FinanceTone.pdf.’

Use Case: Accelerates preparation of financial statements with consistent language.

ClickUp Brain Behavior: References tone guidelines to suggest polished text variations for disclosure notes.

Summarize upcoming changes in IFRS 2025 standards and their potential effects on asset valuation.

Use Case: Prepares accounting teams for regulatory updates impacting reporting.

ClickUp Brain Behavior: Condenses linked compliance documents; Brain Max can integrate public updates if available.

Generate guidelines for segment reporting disclosures based on regional compliance documents in our workspace.

Use Case: Ensures adherence to local financial reporting requirements.

ClickUp Brain Behavior: Extracts rules and formatting instructions from internal files to create a compliance checklist.

Create a risk assessment checklist for financial statement audits using US GAAP 2025 PDFs and internal risk management folders.

Use Case: Supports audit teams in identifying critical review areas.

ClickUp Brain Behavior: Identifies key risk factors from documents and organizes them by priority and category.

Compare debt management strategies across competitors using our financial benchmarking reports.

Use Case: Informs strategic planning with competitive insights.

ClickUp Brain Behavior: Summarizes comparative data into a clear and concise format, including tables and highlights.

What are the emerging trends in financial statement disclosures for ESG reporting since 2023?

Use Case: Guides sustainability reporting with current best practices.

ClickUp Brain Behavior: Synthesizes information from research notes, regulatory updates, and industry reports.

Summarize key audit findings and recurring issues from the Southeast Asia financial review folder (disclosures, controls, compliance).

Use Case: Drives targeted improvements in regional financial reporting.

ClickUp Brain Behavior: Extracts and prioritizes common audit observations from reports, feedback, and issue logs.

Define the financial analysis context clearly

Vague prompts yield broad responses. Specify details like company size (e.g., “mid-cap tech firm” or “small retail chain”), statement type (e.g., “cash flow statement” or “balance sheet”), or analysis goal (e.g., “assess liquidity” or “evaluate debt levels”).

Example: “Provide ratio analysis for a mid-sized manufacturing company’s 2023 balance sheet.”

Use comparative prompts to uncover differences

AI excels at contrasting financial data. Employ prompts like “compare X vs Y” to evaluate performance across periods, benchmark against competitors, or highlight trend shifts.

Example: “Compare gross profit margins of Company A and Company B over the last three years.”

Frame prompts around specific financial tasks

Treat your prompt as a clear assignment for AI. Instead of “Analyze financials,” focus on actionable objectives:

Example: “Summarize key liquidity risks in the latest quarterly cash flow statement for a retail business.”

Specify desired output formats

Need a summary, ratio table, trend chart description, or risk assessment? Indicate it explicitly. AI delivers better when the output style is defined.

Example: “List 5 financial ratios indicating solvency in bullet points with brief explanations.”