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How to set up your ChatGPT to think like a CFO in 10 minutes
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How to set up your ChatGPT to think like a CFO in 10 minutes

Customize ChatGPT to think, speak, and reason like a CFO.

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AI CFO Office
May 29, 2025
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AI CFO Office
How to set up your ChatGPT to think like a CFO in 10 minutes
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Custom instructions are your secret weapon.

But most finance teams are still using AI like it’s Google. They give generic inputs and get generic outputs. Meanwhile, real finance operators are doing something radically different:

They are customizing ChatGPT to think like a partner. And the difference is not the model. It’s the setup.

If you set up ChatGPT with the right instructions, you can turn a $20/month subscription into the most valuable tool in your finance stack.

The more you use ChatGPT, the more it knows about you.

It can even access your previous conversations if the memory is turned on.

In today’s edition you’ll learn how to:

  • Enable and configure ChatGPT’s custom instructions.

  • Write your own CFO-style setup.

  • Apply 1 high-leverage finance use case with a prompt.

  • Power of memory.

Read on.


How To Customize ChatGPT with Clear Instructions to Think Like a Partner

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