The AI-Powered Financial Analyst
Companion Resource

By Chapter

The prompt and the data for each chapter, in the order you read them.

Section 1

The Virtual Financial Analyst

1

Chapter 1

Data Ingestion and Cleansing
Prompt · The Ledger Parser
2

Chapter 2

Automated Financial Statement Reclassification
Prompt · The Reclassifier
3

Chapter 3

Ratio Analysis and Trend Detection
Prompt · The Ratio Dashboard Builder
4

Chapter 4

Executive Report Writing
Prompt · The Executive Report
5

Chapter 5

Forecasting and Budgeting
Prompt · The Forecast
Section 2

Excel on Steroids

6

Chapter 6

Complex Formula Generation
Prompt · The Formula RecipeSales_Transactions.xlsx
7

Chapter 7

Cleaning Dirty Data with AI and Regex
Prompt · The Cleaning PassSales_Transactions_DIRTY.xlsx
8

Chapter 8

VBA and Office Scripts for Non-Programmers
Prompt · The Macro CommissionSales_Transactions.xlsxSales_Transactions_DIRTY.xlsx
9

Chapter 9

Microsoft Copilot Integration
Sales_Transactions.xlsx
10

Chapter 10

Dashboards and Board Reporting
Prompt · The DashboardSales_Transactions.xlsxCompanion_Workbook.xlsx
Section 3

The Digital Auditor

11

Chapter 11

Spotting Anomalies and Suspicious Transactions
Prompt · The Anomaly DetectorSales_Transactions.xlsxCompanion_Workbook.xlsx
12

Chapter 12

Automated Three-Way Matching
Prompt · The Three-Way Match
13

Chapter 13

Stress-Testing Financial Models and Catching Hallucinations
Worked examples in the book
14

Chapter 14

Instant Regulatory Compliance
Prompt · The Compliance Memo
Section 4

Data Shield and the Future

15

Chapter 15

Financial Data Privacy
Worked examples in the book
16

Chapter 16

Running AI 100% Offline
Worked examples in the book
17

Chapter 17

The 30-Day Action Plan
Worked examples in the book