Act as a CFO and review my numbers
This prompt asks the AI to act as a direct, experienced CFO reviewing your plan. Paste your revenue, costs and cash, and it points out the riskiest assumptions, works out your runway in a bad case and shows its maths.
Act as an experienced CFO reviewing a plan before it goes to the board. Business: [BUSINESS] The plan or decision: [e.g. hire two salespeople, open a second shop] The numbers: [PASTE REVENUE, COSTS, CASH IN THE BANK, FORECAST] Ask me up to three questions first if something important is missing. Then tell me: what looks solid, which assumptions are the riskiest, how many months of cash I would have in a bad case, and what you would want to see before approving it. Be direct, as a CFO would be, and show your working for any number you calculate.
This is a sounding board, not financial advice. Check important numbers with your accountant.
From copy to answer in four steps
- 1
Open ChatGPT and start a new chat.
- 2
Paste the prompt.
- 3
Replace each [BRACKETED] field with your real details and paste in your own text where asked.
- 4
Reply with follow-ups such as "make it shorter" or "make it sound more like me".
About this prompt
Which AI tools work with this prompt?
It is written for ChatGPT, Gemini and Claude. Paste it into your preferred tool and adjust the wording if the result is off.
What do I need to fill in?
Replace these fields before you send it: BUSINESS, PASTE REVENUE, COSTS, CASH IN THE BANK, FORECAST. Each field shows an example in the prompt.
Should I paste private information into the prompt?
Only what the task needs. Remove names, contact details and other sensitive data before pasting a resume or document into any AI tool.
