Get Your Financial S**t Together With AI
Follow along with the demo companion guide
Ready to Transform Your Financial Chaos?
This guide gives you everything needed to follow along with the live demos and implement these AI workflows in your business today.
Read it here
Tip: Use the quick wins section first โ takes 5 minutes.
Pre-Demo Checklist
Tools You'll Need:
- Smartphone camera (or scanner app)
- Google Drive or Dropbox folder
- OCR tool: Nanonets, Hubdoc, Dext, or Relay Bank
- Google Sheets with columns: Date, Vendor, Amount, Category
๐ก Pro Implementation Tip
Use Make.com or Zapier to auto-upload and extract receipt data. Set up once, never touch a receipt again.
What We'll Demo: Transform a pile of receipts into organized, categorized expense data in under 5 minutes using AI-powered OCR.
Tools You'll Need:
- Any large language model (GPT-5 or Claude.ai preferred)
- CSV export of last 3โ6 months transactions
- Sources: Stripe, PayPal, bank statements
- Google Sheets for data structure (optional)
๐ก Pro Implementation Tip
Export data monthly and run this analysis as a recurring business ritual. Set calendar reminders for the 1st of each month.
What We'll Demo: Upload transaction data and get instant cash flow projections with actionable insights about your business runway.
๐ Sample Dataset for Demo
Download our pre-formatted transaction dataset to follow along with the live demo
๐ฅ Download Demo Dataset (CSV)6 months of sample transaction data formatted for AI analysis
Tools You'll Need:
- Recent P&L or Balance Sheet (PDF or CSV)
- Any large language model (Claude.ai best for PDFs)
- GPT-5 or similar for shorter summaries or CSV review
Try These Prompts (Click to Copy):
- "What are my top 3 expense categories by volume?" ๐
- "Where could I improve margins or reduce overhead?" ๐
- "Analyze this P&L like a CFO would - what are the key insights?" ๐
- "What financial red flags should I be aware of?" ๐
๐ก Pro Implementation Tip
Run this analysis quarterly. Compare AI insights with previous quarters to track trends and improvements.
What We'll Demo: Upload financial statements and receive plain-English analysis with specific recommendations for improving profitability.
๐ Sample Dataset for Demo
Download our pre-formatted transaction dataset to follow along with the live demo
๐ฅ Download Demo Dataset (PDF)6 months of sample transaction data formatted for AI analysis
Post-Demo Action Steps
๐โโ๏ธ THE 24-HOUR CHALLENGE
Choose ONE and complete it before tomorrow!
Next 10 minutes checklist
- Run the 24-Hour Quick Win from page 6
- Export last monthโs transactions and test the cashflow prompt
- Decide: DIY with the guide or upgrade to GPT + Artifact
๐ ๏ธ Your Complete Tool Resource Hub
Claude.ai โญ Recommended
Best for: PDF analysis, long documents
Free tier available
Get Started โ๐ Quick Troubleshooting Guide
Solution:
- Check file size (most AI tools limit to 10-25MB)
- Remove special characters from headers
- Save as UTF-8 encoding
- Try converting to .txt if CSV fails
- Split large files by month/quarter
Better Prompting Formula:
Context + Specific Question + Desired Format = Better Results
Example: "You're my CFO. This is my Q3 P&L. Give me 3 specific ways to improve margins by 10% with exact action steps."
Quick Decision Guide:
- ๐ PDFs/Long docs: Claude.ai
- ๐ Spreadsheets/CSVs: GPT-5
- ๐งฎ Complex calculations: GPT-5 with Code Interpreter
- ๐ Quick summaries: Any model works
- ๐ Research/comparisons: Perplexity
AI Prompt Template:
Pro tip: Always verify with your CPA, but AI can do 90% of the heavy lifting!
๐ How Are You Feeling?
Your AI Finance Confidence Level:
๐ Share Your Win!
Implemented something from today? Let's celebrate!
What did you accomplish?
Every win counts! Your success story might be exactly what someone else needs to hear.
Ready-Made Prompts + Implementation Workflows
Get instant access to:
- โ Complete prompt templates
- โ Step-by-step finance workflows
- โ Setup checklists
- โ Monthly ritual templates
Start implementing in the next 10 minutes
