Practical Excel workflows for reconciliations, forecasts, financial models, dashboards and planning with tested ChatGPT prompts.
Match bank transactions to your ledger automatically. Get a tested ChatGPT prompt for the lookup and flag logic.
Read workflow →P&L, balance sheet and cash flow linked together. Use a tested ChatGPT prompt to build the structure and formula connections.
Read workflow →Cross-check payroll runs against HR records. Get a tested ChatGPT prompt for the matching and variance formulas.
Read workflow →A forecast that updates automatically as months close. Use a tested ChatGPT prompt to build the rolling window logic.
Read workflow →Track capital expenditure requests, approvals and spend. Use ChatGPT to design the model structure.
Read workflow →A structured checklist with status tracking. Get a tested ChatGPT prompt for the task list and progress formulas.
Read workflow →Consolidate P&L across entities with intercompany eliminations. Use a tested ChatGPT prompt to handle the formula logic.
Read workflow →Calculate straight-line or reducing-balance depreciation. Get a tested ChatGPT prompt to build the schedule automatically.
Read workflow →Break down any loan into monthly principal and interest. Use a tested ChatGPT prompt to generate the full schedule.
Read workflow →Track income, expenses and categories for a small business. Get a tested ChatGPT prompt for the ledger structure.
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