CFOs can turn AI into their 24/7 partner
Daily prompts and an 11-day roadmap for modern CFOs
The CFO who spent 73 nights last year firefighting budget variances just discovered her competitor's AI system predicted the semiconductor shortage 11 months early using Taiwanese drought data and shipping manifests. This isn't futurism. It's today's reality gap. While 68% of CFOs report working 60+ hour weeks drowning in spreadsheets, AI pro CFOs are
Flagging 94% of fraudulent transactions before payment
Finding $4.7M in trapped cash during your morning coffee
Generating 22 scenario analyses during your weekly forecast meeting
Consider today’s letter a forbidden playbook with ready-to-use prompts and stories from CFOs who turned AI into their 24/7 thought partner.
3 Deadly CFO AI Use Cases
Use Case 1: Board Meeting Preparation
Model: ChatGPT o3 Mini High
Why? o3 Mini high is capable of reasoning over the data. It will read the prompt and the attachments and take time to evaluate different paths for the output and can self-correct.
Prompt: "You are my CFO strategy consultant. I’m preparing for an upcoming board meeting. Here’s what you need to know: My updated Jan 2025 financials (attached) covering key metrics and changes since the last meeting. Transcript of Q4 board meeting (attached). The board members are: Wouter and Michael. From our team participated: Me: John and our CTO: Jack
Your tasks: Summarize the top 3–5 concerns raised by each board member in the transcript. Based on these concerns and my updated financial data, predict 2–3 questions each member is likely to ask at the next meeting. Provide concise, data-driven responses for each predicted question, referencing any relevant metrics, new developments, or risk mitigations. Format your output as an executive report, that is easily readable, no need to include references. Flag any areas where we might need additional data or clarifications before the meeting.”