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Free Finance Guide

Claude for Finance

AI-powered budgeting, cash flow analysis, and financial reporting. 12 prompts to manage your money smarter.

12
Prompts
4hr
Saved Monthly
$0
Forever Free
Bookkeeping

Daily Financial Tasks

Automate the tedious parts of managing your books.

1

Expense Categorizer

Bookkeeping

Categorize a batch of transactions quickly.

Here are my recent business transactions: [PASTE LIST - date, description, amount]. Categorize each into standard accounting categories: Office Supplies, Software/Subscriptions, Travel, Meals & Entertainment, Professional Services, Marketing, Utilities, Equipment, Inventory, or Other. Flag any that might be personal expenses. Format as a table I can paste into my spreadsheet.
2

Invoice Generator

Bookkeeping

Create professional invoices quickly.

Create an invoice for [CLIENT NAME]. My business: [YOUR BUSINESS NAME, ADDRESS]. Services provided: [LIST ITEMS WITH DESCRIPTIONS]. Amounts: [PRICES FOR EACH]. Payment terms: [NET 30/DUE ON RECEIPT/etc]. Include: Invoice number placeholder, date, due date, total with any applicable tax, and payment instructions. Format it cleanly so I can copy into a document.
3

Receipt Organizer

Bookkeeping

Extract key info from receipt text.

Extract the following from this receipt: [PASTE RECEIPT TEXT OR DESCRIBE]. I need: Vendor name, Date, Total amount, Tax amount (if shown), Payment method, Items purchased (brief), and suggested expense category for my [TYPE OF BUSINESS]. Format as a single line I can paste into my expense tracker.
Cash Flow

Cash Flow Management

Never be surprised by your bank balance again.

4

Cash Flow Forecast

Planning

Project your cash position for the next 90 days.

Help me create a 90-day cash flow forecast. Current bank balance: $[AMOUNT]. Expected monthly revenue: $[AMOUNT] (timing: [WHEN CLIENTS PAY]). Fixed monthly expenses: [LIST WITH AMOUNTS]. Variable expenses: [ESTIMATES]. Upcoming one-time costs: [ANY KNOWN]. Create a week-by-week projection showing expected balance. Flag any weeks where I might dip below $[MINIMUM COMFORT LEVEL].
5

Late Payment Follow-Up

Collections

Professional payment reminders that preserve relationships.

Write 3 payment reminder emails for an invoice that's [X DAYS] overdue. Client: [NAME] at [COMPANY]. Amount: $[AMOUNT]. Invoice #[NUMBER]. Email 1: Friendly first reminder (maybe they forgot). Email 2: Firmer follow-up (7 days later). Email 3: Final notice with consequences (14 days later). Keep them professional - I want to get paid AND keep the relationship.
6

Expense Reduction Analysis

Planning

Find opportunities to cut costs.

Analyze my monthly business expenses and suggest cost reduction opportunities: [PASTE EXPENSE LIST WITH CATEGORIES AND AMOUNTS]. I run a [TYPE OF BUSINESS] with [X EMPLOYEES]. For each suggestion: explain the potential savings, the trade-off or risk, and rate difficulty to implement (Easy/Medium/Hard). Prioritize by impact.

Important Disclaimer

Claude is not a financial advisor, accountant, or tax professional. Always verify financial calculations and consult with a qualified professional for tax advice, major financial decisions, and compliance matters. Use these prompts as a starting point, not final authority.

Reporting

Financial Reports & Analysis

Turn numbers into insights you can act on.

7

Monthly Financial Summary

Reports

Create an executive summary of your month.

Create a monthly financial summary for [MONTH]. Revenue: $[AMOUNT]. Expenses: $[AMOUNT] (breakdown: [CATEGORIES]). Net profit: $[AMOUNT]. Compare to last month: Revenue [UP/DOWN X%], Expenses [UP/DOWN X%]. Include: Key highlights, concerns to watch, and 3 recommended actions for next month. Write it like a brief I'd send to a business partner.
8

Profit Margin Calculator

Analysis

Understand your real profitability by product or service.

Calculate profit margins for my products/services: [LIST EACH WITH: Name, Price, Direct costs]. For each, show: Gross margin (%), Contribution margin, Break-even volume. Then analyze: Which are most profitable? Which might need price increases? Which have the best margin-to-effort ratio? I spend roughly [X HOURS] on each [UNIT].
9

Year-End Review

Reports

Comprehensive annual financial review.

Create a year-end financial review for my business. Annual revenue: $[AMOUNT]. Annual expenses: $[AMOUNT]. Net profit: $[AMOUNT]. Compare to previous year if available: [DATA]. Include: Revenue trends by quarter, biggest expense categories, profit margin analysis, cash flow highlights, and 5 financial goals to consider for next year. Format as a report I could share with my accountant.
Planning

Budgeting & Forecasting

Plan your financial future with confidence.

10

Annual Budget Builder

Planning

Create a realistic budget for the year ahead.

Help me create an annual budget for my [TYPE OF BUSINESS]. Last year's numbers: Revenue $[X], Expenses $[Y]. Goals for this year: [GROWTH TARGET]. Known changes: [NEW HIRES, INVESTMENTS, etc]. Create a month-by-month budget with: Revenue projections (accounting for seasonality if relevant), Fixed costs, Variable costs (as % of revenue), and planned investments. Include a buffer for unexpected expenses.
11

Pricing Calculator

Planning

Figure out what to charge for a new offering.

Help me price a new [PRODUCT/SERVICE]. My costs: [TIME REQUIRED, MATERIALS, OVERHEAD]. Market rate: [WHAT COMPETITORS CHARGE IF KNOWN]. My target profit margin: [X%]. My positioning: [PREMIUM/MID-MARKET/BUDGET]. Calculate: Cost-plus price, Market-based price, Value-based price (if I can articulate the value delivered: [VALUE]). Recommend a price with reasoning.
12

Scenario Planner

Planning

Model best-case, worst-case, and realistic scenarios.

Create three financial scenarios for my business over the next [6/12] months. Current monthly revenue: $[X]. Current monthly expenses: $[Y]. BEST CASE: [DESCRIBE - e.g., land 2 big clients]. WORST CASE: [DESCRIBE - e.g., lose main client]. REALISTIC: [DESCRIBE]. For each scenario show: Monthly cash flow, Ending cash position, Key risks, and Actions I should take now to prepare.

Pro Tip: Weekly Money Check-In

Every Monday, paste your bank balance and upcoming bills into Claude. Ask: "What should I be aware of this week financially?" It takes 2 minutes and prevents cash flow surprises.

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