Finance prompts for AI agents

Finance task: negotiate a lower fiber bill with AT&T chat. Tabulate numbers, mark uncertainties, and do not file, pay, or submit until I confirm.

Finance task: cut a hospital bill using Claude's Medicare price analysis. Tabulate numbers, mark uncertainties, and do not file, pay, or submit until I confirm.

Finance task: get a billing dispute refunded by a support agent. Tabulate numbers, mark uncertainties, and do not file, pay, or submit until I confirm.

Finance task: fill out insurance paperwork from hospital records. Tabulate numbers, mark uncertainties, and do not file, pay, or submit until I confirm.

Finance task: find forgotten money and negotiate insurance refunds. Tabulate numbers, mark uncertainties, and do not file, pay, or submit until I confirm.

Manage my side of this insurance claim: index the policy and receipts, track adjuster messages, flag delays versus promises, and draft challenge letters. Do not file complaints or send mail until I approve.

Before I connect an AI agent to any of my bank or card accounts, help me check whether I'm allowed to and whether I should. Read my bank's terms of use and security pages for what they say about third-party tools, bots and AI agents, and quote the relevant lines. Tell me what happens to my liability if something goes wrong. Then list safer ways to get the same result without handing over my login: exporting statements, read-only tools my bank supports, or an official open banking connection. Finish with a recommendation and what I would need to ask my bank.

Finance task: do bookkeeping and tax prep from a folder of documents. Tabulate numbers, mark uncertainties, and do not file, pay, or submit until I confirm.

Audit where my AI agents are allowed to send messages. List every channel, group chat, inbox and contact each agent can post to across all my connected apps, and flag any two destinations that share the same or a similar name, especially one personal and one at work. Then propose rules to prevent mix-ups: address destinations by ID rather than by name, ask me before any cross-app or cross-channel send, and keep personal and work accounts on separate agents. Write the rules as a short checklist.

Finance task: negotiate a lower Comcast bill via chatbot. Tabulate numbers, mark uncertainties, and do not file, pay, or submit until I confirm.

Finance task: lower an internet bill and file expense reports. Tabulate numbers, mark uncertainties, and do not file, pay, or submit until I confirm.

Finance task: file insurance claims for overcharges. Tabulate numbers, mark uncertainties, and do not file, pay, or submit until I confirm.

Finance task: fight a denied home insurance water damage claim. Tabulate numbers, mark uncertainties, and do not file, pay, or submit until I confirm.

Finance task: dispute an erroneous medical collections bill. Tabulate numbers, mark uncertainties, and do not file, pay, or submit until I confirm.

Finance task: coordinate background threads and send admin reminders. Tabulate numbers, mark uncertainties, and do not file, pay, or submit until I confirm.

Finance task: complete online surveys for free stuff. Tabulate numbers, mark uncertainties, and do not file, pay, or submit until I confirm.

Finance task: check taxes against receipts and bank statements. Tabulate numbers, mark uncertainties, and do not file, pay, or submit until I confirm.

Finance task: find discounted bank-owned homes and list them as midterm rentals. Tabulate numbers, mark uncertainties, and do not file, pay, or submit until I confirm.

Finance task: draft appeals for denied insurance claims. Tabulate numbers, mark uncertainties, and do not file, pay, or submit until I confirm.

Finance task: win a small legal case with Claude's help. Tabulate numbers, mark uncertainties, and do not file, pay, or submit until I confirm.

Finance task: turn vet charges into ready-to-send pet insurance claims. Tabulate numbers, mark uncertainties, and do not file, pay, or submit until I confirm.

Finance task: research hotels and pull tax documents. Tabulate numbers, mark uncertainties, and do not file, pay, or submit until I confirm.

For every PDF or image in this invoices folder, read the vendor and date, rename it to YYYY-MM-DD Vendor - Invoice - ProductOrService.pdf, and move it into the matching year/month folder. Show a plan first.

Finance task: play online math games in agent mode. Tabulate numbers, mark uncertainties, and do not file, pay, or submit until I confirm.

Finance task: manage investments, taxes and credit. Tabulate numbers, mark uncertainties, and do not file, pay, or submit until I confirm.

Finance task: fill forms and review tax filings. Tabulate numbers, mark uncertainties, and do not file, pay, or submit until I confirm.

For each attached invoice, extract number, issue date, due date, vendor, amount, currency. Rename the file as MM-YYYY_Invoice-<number> and add a row to the ledger.

Finance task: summarize an insurance denial letter for an appeal. Tabulate numbers, mark uncertainties, and do not file, pay, or submit until I confirm.

Finance task: set up Google Ads campaigns through the UI. Tabulate numbers, mark uncertainties, and do not file, pay, or submit until I confirm.

Finance task: extract receipt data for freelancer bookkeeping. Tabulate numbers, mark uncertainties, and do not file, pay, or submit until I confirm.

Finance task: automate payroll tax and garnishment cheque processing. Tabulate numbers, mark uncertainties, and do not file, pay, or submit until I confirm.

I want an agent to check these finance items against policy and escalate the doubtful ones to a person. The tool in the source case was Make AI Agents with Vertex AI.

Finance task: recover unidentified funds. Tabulate numbers, mark uncertainties, and do not file, pay, or submit until I confirm.

Finance task: generate and send invoice PDFs for approval. Tabulate numbers, mark uncertainties, and do not file, pay, or submit until I confirm.

Match each line on this bank statement to our books. For each line that does not match, search our document archive for the supporting file and explain the difference. List what you could not find.

Finance task: prepare federal and state tax returns from a folder. Tabulate numbers, mark uncertainties, and do not file, pay, or submit until I confirm.

Finance task: build a budgeting app from a single prompt. Tabulate numbers, mark uncertainties, and do not file, pay, or submit until I confirm.

I want an agent to gather the figures and draft the work, but I will approve any payment or account change myself. The tool in the source case was Claude.

I want an agent to gather the figures and draft the work, but I will approve any payment or account change myself. The tool in the source case was Copilot Studio.

I want an agent to gather the figures and draft the work, but I will approve any payment or account change myself. The tool in the source case was Copilot Studio.

For this loan file, check the documents are complete, run the credit checks step by step, and tell me what is still needed before closing. List each step's result so a banker can verify it.

Finance task: draft a tax filing from bank statements. Tabulate numbers, mark uncertainties, and do not file, pay, or submit until I confirm.

Finance task: catch up on two years of overdue Dutch taxes. Tabulate numbers, mark uncertainties, and do not file, pay, or submit until I confirm.

I want an agent to gather the figures and draft the work, but I will approve any payment or account change myself.

I want an agent to gather the figures and draft the work, but I will approve any payment or account change myself. The tool in the source case was Copilot Studio.

I want an agent to gather the figures and draft the work, but I will approve any payment or account change myself. The tool in the source case was Agentforce.

I want an agent to gather the figures and draft the work, but I will approve any payment or account change myself. The tool in the source case was Copilot Studio.

I want an agent to gather the figures and draft the work, but I will approve any payment or account change myself. The tool in the source case was Copilot Studio.

I want an agent to gather the figures and draft the work, but I will approve any payment or account change myself. The tool in the source case was Oracle AI.

I want an agent to gather the figures and draft the work, but I will approve any payment or account change myself.

I want an agent to gather the figures and draft the work, but I will approve any payment or account change myself. The tool in the source case was Copilot Studio.

Finance task: find unclaimed money and start the claim. Tabulate numbers, mark uncertainties, and do not file, pay, or submit until I confirm.

Finance task: build a self-hosted bookkeeping and finance app. Tabulate numbers, mark uncertainties, and do not file, pay, or submit until I confirm.

Read every receipt in this folder. Build a spreadsheet with date, vendor, amount, currency and category, total per category, and flag any receipt you couldn't read clearly.

Finance task: keep company books. Tabulate numbers, mark uncertainties, and do not file, pay, or submit until I confirm.

Finance task: generate invoices automatically from a template. Tabulate numbers, mark uncertainties, and do not file, pay, or submit until I confirm.

Finance task: extract invoice data and file it into a bookkeeping sheet. Tabulate numbers, mark uncertainties, and do not file, pay, or submit until I confirm.

Finance task: consolidate bank statements into a spending dashboard. Tabulate numbers, mark uncertainties, and do not file, pay, or submit until I confirm.

Finance task: answer real estate calls. Tabulate numbers, mark uncertainties, and do not file, pay, or submit until I confirm.

Check this spoiled-food claim against the policy, the outage record for the area and fraud signals, then prepare an audit summary for a claims handler to approve.

Finance task: set tax and contract reminders and review contracts. Tabulate numbers, mark uncertainties, and do not file, pay, or submit until I confirm.

Finance task: run side hustle invoicing, payments and bookkeeping. Tabulate numbers, mark uncertainties, and do not file, pay, or submit until I confirm.

Finance task: fill out 50 forms from public information. Tabulate numbers, mark uncertainties, and do not file, pay, or submit until I confirm.

Finance task: extract expenses from receipt photos sent via chat. Tabulate numbers, mark uncertainties, and do not file, pay, or submit until I confirm.

Finance task: build a portfolio plan from brokerage exports. Tabulate numbers, mark uncertainties, and do not file, pay, or submit until I confirm.

Finance task: analyze budgets and research investments from bank data. Tabulate numbers, mark uncertainties, and do not file, pay, or submit until I confirm.

I want an agent to gather the figures and draft the work, but I will approve any payment or account change myself. The tool in the source case was GitLab Duo.

I want an agent to gather the figures and draft the work, but I will approve any payment or account change myself. The tool in the source case was Paradox Olivia.

I want an agent to gather the figures and draft the work, but I will approve any payment or account change myself.

I want an agent to gather the figures and draft the work, but I will approve any payment or account change myself. The tool in the source case was ChatGPT.

I want an agent to gather the figures and draft the work, but I will approve any payment or account change myself. The tool in the source case was UiPath.

I want an agent to gather the figures and draft the work, but I will approve any payment or account change myself. The tool in the source case was ChatGPT.

I want an agent to gather the figures and draft the work, but I will approve any payment or account change myself. The tool in the source case was Copilot Studio.

I want an agent to gather the figures and draft the work, but I will approve any payment or account change myself. The tool in the source case was LangChain.

I want an agent to gather the figures and draft the work, but I will approve any payment or account change myself. The tool in the source case was Microsoft 365 Copilot.

I want an agent to gather the figures and draft the work, but I will approve any payment or account change myself. The tool in the source case was Copilot Studio.

On the 13th of each month, find my bank statement email, download the PDF, categorise every transaction, and add them to my Notion finance table.

Read new contractor invoices, check them against what we agreed, prepare the payment and a draft reply, and show me both before anything is sent.

Finance task: build a first real project. Tabulate numbers, mark uncertainties, and do not file, pay, or submit until I confirm.

I want an agent to gather the figures and draft the work, but I will approve any payment or account change myself. The tool in the source case was Decagon.

I want an agent to gather the figures and draft the work, but I will approve any payment or account change myself. The tool in the source case was Microsoft 365 Copilot.

I want an agent to gather the figures and draft the work, but I will approve any payment or account change myself. The tool in the source case was Microsoft 365 Copilot.

I want an agent to gather the figures and draft the work, but I will approve any payment or account change myself. The tool in the source case was Azure OpenAI.

I want an agent to gather the figures and draft the work, but I will approve any payment or account change myself.

I want an agent to gather the figures and draft the work, but I will approve any payment or account change myself. The tool in the source case was Microsoft 365 Copilot.

I want an agent to gather the figures and draft the work, but I will approve any payment or account change myself. The tool in the source case was Microsoft 365 Copilot.

I want an agent to gather the figures and draft the work, but I will approve any payment or account change myself. The tool in the source case was Copilot Studio.

I want an agent to gather the figures and draft the work, but I will approve any payment or account change myself.

I want an agent to gather the figures and draft the work, but I will approve any payment or account change myself. The tool in the source case was Microsoft 365 Copilot.

I want an agent to gather the figures and draft the work, but I will approve any payment or account change myself. The tool in the source case was Copilot Studio.

I want an agent to gather the figures and draft the work, but I will approve any payment or account change myself. The tool in the source case was Azure OpenAI.

Finance task: shop for umbrella insurance through your personal agent. Tabulate numbers, mark uncertainties, and do not file, pay, or submit until I confirm.

Finance task: set up overseas supplier payments for review. Tabulate numbers, mark uncertainties, and do not file, pay, or submit until I confirm.

Finance task: send tone-adjusted overdue invoice reminders. Tabulate numbers, mark uncertainties, and do not file, pay, or submit until I confirm.

Finance task: bundle monthly vendor invoices for the accountant. Tabulate numbers, mark uncertainties, and do not file, pay, or submit until I confirm.

Review this contract and invoice set, classify the services, check for inconsistencies in tax and terms, and list each risk with the page where you found it.

Finance task: let AI agents file employment tax returns. Tabulate numbers, mark uncertainties, and do not file, pay, or submit until I confirm.

Finance task: assemble an immigration document package. Tabulate numbers, mark uncertainties, and do not file, pay, or submit until I confirm.

Finance task: automate invoice organizing and monthly invoice emails. Tabulate numbers, mark uncertainties, and do not file, pay, or submit until I confirm.

I want an agent to gather the figures and draft the work, but I will approve any payment or account change myself. The tool in the source case was LlamaIndex.

I want an agent to gather the figures and draft the work, but I will approve any payment or account change myself.

I want an agent to gather the figures and draft the work, but I will approve any payment or account change myself. The tool in the source case was Copilot Studio.

I want an agent to gather the figures and draft the work, but I will approve any payment or account change myself. The tool in the source case was LangChain.

I want an agent to gather the figures and draft the work, but I will approve any payment or account change myself. The tool in the source case was ChatGPT.

I want an agent to gather the figures and draft the work, but I will approve any payment or account change myself. The tool in the source case was Microsoft 365 Copilot.

I want an agent to gather the figures and draft the work, but I will approve any payment or account change myself. The tool in the source case was Copilot Studio.

Read each incoming client email, work out what is being asked, add any missing details, and send it to the right operations queue. Flag anything unclear.

Scan my inboxes for receipts and invoices since last run. De-duplicate, categorize by vendor using past choices, log them to my expense sheet, and summarize totals.

Extract invoice fields into this JSON schema. If any required field is missing or totals don't add up, return an error object explaining why instead of guessing.

I want an agent to gather the figures and draft the work, but I will approve any payment or account change myself. The tool in the source case was Microsoft Copilot.

I want an agent to gather the figures and draft the work, but I will approve any payment or account change myself. The tool in the source case was Microsoft 365 Copilot.

I want an agent to gather the figures and draft the work, but I will approve any payment or account change myself. The tool in the source case was Microsoft Copilot.

I want an agent to gather the figures and draft the work, but I will approve any payment or account change myself.

I want an agent to gather the figures and draft the work, but I will approve any payment or account change myself.

I want an agent to gather the figures and draft the work, but I will approve any payment or account change myself. The tool in the source case was Microsoft 365 Copilot.

I want an agent to gather the figures and draft the work, but I will approve any payment or account change myself. The tool in the source case was Microsoft 365 Copilot.

I want an agent to gather the figures and draft the work, but I will approve any payment or account change myself. The tool in the source case was Azure OpenAI.

Read each supplier invoice, match it to the purchase order, and approve it automatically when it matches. Send anything that does not match to a person with the reason.

Take this spreadsheet model, run these three what-if scenarios, and give me the results side by side with every assumption listed.

Finance task: run bookkeeping and receipt matching in QuickBooks. Tabulate numbers, mark uncertainties, and do not file, pay, or submit until I confirm.

Finance task: build a spending-insights app from bank transactions. Tabulate numbers, mark uncertainties, and do not file, pay, or submit until I confirm.

I want an agent to gather the figures and draft the work, but I will approve any payment or account change myself. The tool in the source case was Agentforce.

I want an agent to gather the figures and draft the work, but I will approve any payment or account change myself. The tool in the source case was Claude.

I want an agent to gather the figures and draft the work, but I will approve any payment or account change myself.

I want an agent to gather the figures and draft the work, but I will approve any payment or account change myself. The tool in the source case was Microsoft 365 Copilot.

I want an agent to gather the figures and draft the work, but I will approve any payment or account change myself. The tool in the source case was Azure OpenAI.

I want an agent to gather the figures and draft the work, but I will approve any payment or account change myself. The tool in the source case was Microsoft 365 Copilot.

I want an agent to gather the figures and draft the work, but I will approve any payment or account change myself. The tool in the source case was ChatGPT.

I want an agent to gather the figures and draft the work, but I will approve any payment or account change myself. The tool in the source case was Copilot Studio.

I want an agent to gather the figures and draft the work, but I will approve any payment or account change myself. The tool in the source case was Copilot Studio.

I want an agent to gather the figures and draft the work, but I will approve any payment or account change myself. The tool in the source case was Microsoft 365 Copilot.

I want an agent to gather the figures and draft the work, but I will approve any payment or account change myself. The tool in the source case was Microsoft 365 Copilot.

I want an agent to gather the figures and draft the work, but I will approve any payment or account change myself. The tool in the source case was Microsoft 365 Copilot.

I want an agent to gather the figures and draft the work, but I will approve any payment or account change myself. The tool in the source case was Copilot Studio.

I want an agent to gather the figures and draft the work, but I will approve any payment or account change myself. The tool in the source case was Microsoft 365 Copilot.

I want an agent to gather the figures and draft the work, but I will approve any payment or account change myself. The tool in the source case was Microsoft 365 Copilot.

I want an agent to gather the figures and draft the work, but I will approve any payment or account change myself. The tool in the source case was Azure OpenAI.

I want an agent to gather the figures and draft the work, but I will approve any payment or account change myself.

I want an agent to gather the figures and draft the work, but I will approve any payment or account change myself. The tool in the source case was Microsoft 365 Copilot.

Finance task: prepare and file overdue German VAT statements. Tabulate numbers, mark uncertainties, and do not file, pay, or submit until I confirm.

Finance task: reconcile monthly business transactions. Tabulate numbers, mark uncertainties, and do not file, pay, or submit until I confirm.

I want an agent to gather the figures and draft the work, but I will approve any payment or account change myself. The tool in the source case was Microsoft 365 Copilot.

I want an agent to gather the figures and draft the work, but I will approve any payment or account change myself. The tool in the source case was Azure OpenAI.

I want an agent to gather the figures and draft the work, but I will approve any payment or account change myself. The tool in the source case was Microsoft 365 Copilot.

I want an agent to gather the figures and draft the work, but I will approve any payment or account change myself. The tool in the source case was Azure OpenAI.

I want an agent to gather the figures and draft the work, but I will approve any payment or account change myself. The tool in the source case was Azure OpenAI.

I want an agent to gather the figures and draft the work, but I will approve any payment or account change myself.

I want an agent to gather the figures and draft the work, but I will approve any payment or account change myself. The tool in the source case was Microsoft 365 Copilot.

I want an agent to gather the figures and draft the work, but I will approve any payment or account change myself.

I want an agent to gather the figures and draft the work, but I will approve any payment or account change myself. The tool in the source case was Microsoft 365 Copilot.

I want an agent to gather the figures and draft the work, but I will approve any payment or account change myself. The tool in the source case was Microsoft 365 Copilot.

I want an agent to gather the figures and draft the work, but I will approve any payment or account change myself. The tool in the source case was Microsoft 365 Copilot.

I want an agent to gather the figures and draft the work, but I will approve any payment or account change myself.

I want an agent to gather the figures and draft the work, but I will approve any payment or account change myself. The tool in the source case was Microsoft Copilot.

Finance task: automate SaaS bookkeeping and reconciliation in Zoho Books. Tabulate numbers, mark uncertainties, and do not file, pay, or submit until I confirm.

Finance task: log, categorize and file invoices for bookkeeping. Tabulate numbers, mark uncertainties, and do not file, pay, or submit until I confirm.