ChatGPT for Finance - Cheatsheet

(100+ Use Cases)

My goal is to convince all finance pros to use ChatGPT.

Because if you ignore using ChatGPT, you are missing out on increasing your
productivity.

You can learn how to use it here in just 2 hours: https://lnkd.in/eeBfde4N

Here are 100+ use cases you can learn from me:

📝 Writing

1. Emails
2. Memos
3. Instructions
4. Presentations
5. Speech
6. Dunning Letter
7. Minutes
8. Report
9. Checklist
10. Action Plan
11. Executive Summary
12. Agenda
13. Proposal
14. Template
15. Cover Letter
16. Press Release
17. Notes to Financial Statements
18. Project plan
19. Policy Document
20. User Manual

📑 Draft Procedures
21. Invoice Approval Procedure
22. Expense Reimbursement Protocol
23. Monthly Closing Checklist
24. Budget Management Guide
25. Payroll Processing Workflow
26. Cash Handling Manual
27. Financial Reporting Framework
28. Tax Compliance Procedure
29. Vendor Management Policy
30. Internal Audit Guidelines
31. Credit Management Procedure
32. Debt Collection Protocol
33. Capital Expenditure Approval Process
34. Fixed Asset Management Policy
35. Investment Evaluation Procedure
36. Financial Forecasting Guide
37. Fraud Prevention and Detection Protocol
38. Purchasing and Procurement Procedure
39. Financial Risk Assessment Framework
40. External Audit Coordination Procedure

📊 Financial Analysis

41. Cost
42. Pricing
43. Liquidity
44. Revenue
45. Cash flow
46. Sensitivity
47. Profitability
48. Break-even
49. Financial ratio
50. Working capital
51. Debt and equity
52. Budget variance
53. Capital structure
54. Capital budgeting
55. Financial statement
56. Investment appraisal
57. Risk assessment
58. Cost-volume-profit (CVP)
59. Financial performance benchmarking
60. Return on Investment (ROI)

💡 Solve complex problems

61. Risk mitigation ideas

62. Tax liability reduction
63. Vendor management
64. Inventory optimization
65. Cost-saving strategies
66. Cash flow optimization
67. Cost driver identification
68. Cost allocation optimization
69. Capital investment decisions
70. Capital expenditure approval
71. Capital structure optimization
72. Working capital management
73. Sustainable finance initiatives
74. Financial performance metrics
75. Financial controls improvement
76. Financial reporting improvement
77. Financial modeling enhancement
78. Foreign currency risk management
79. Financial forecasting enhancement
80. Financial performance monitoring

Tool teacher
81. Word
82. Excel
83. Outlook
84. PowerBI
85. Powerpoint
86. PowerQuery
87. SAP
88. Xero
89. Sage
90. Oracle
91. Netsuite
92. Anaplan
93. Bloomberg
94. Quickbooks
95. Thomson Reuters
96. Microsoft Dynamics
97. SQL
98. HTML
99. Python
100. Javascript

🧠 Other use cases (see Cheatsheet below)

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