A good prompt turns artificial intelligence into a pocket financial consultant. This material gives you a ready-to-use prompt, written by Vispe Capital, to paste into your AI assistant (such as ChatGPT, Gemini or Claude), fill in with your business numbers and get a structured diagnosis of your company's financial health.
What the prompt asks the AI to deliver
- A critical analysis of the company's current situation.
- Three practical, immediate strategies to improve cash flow or cut costs without losing quality.
- The financial indicators (KPIs) worth tracking every week for that type of business.
- A set of questions for the business owner to answer at the end of every month.
What you provide
- Industry or niche and revenue model: one-off sales, monthly subscription or services.
- Average monthly revenue, main fixed and variable costs and your current profit margin, if you know it.
- Your biggest bottleneck today, such as customers who pay late, idle inventory, low margins or lack of working capital.
Who it's for
- Business owners and managers who want a quick first diagnosis before a conversation with their accountant or finance team.
- People who already use AI day to day and want more objective answers about their own business.
How to use it
Copy the prompt, replace the examples in brackets with your company's real data and send it to the AI. Use the answer as a starting point: validate the numbers and suggestions with people who know the operation before deciding.
