Free AI Toolkits for Finance Professionals

A practical AI prompt library and workflow reference for corporate and commercial bankers. 15 ready-to-use Claude prompts across account planning, sector reviews, credit analysis, KYC / EDD, deal structuring, covenant design, RAROC pricing, syndication, credit-committee papers, watch-list workouts, climate / transition risk, and portfolio concentration.

A practical AI prompt library and workflow reference for UK practice accountants. 15 ready-to-use Claude prompts across FRS 105 micro-entity accounts, AML / KYC, MTD, SAR decisions, FRS 102 small-company reviews, filing deadlines, year-end tax planning, fee reviews, probate accounts, payroll year-end, SA reviews, and practice management.

A practical AI prompt library and workflow reference for CIMA-qualified management accountants. 15 ready-to-use Claude prompts across standard cost variance, product profitability, ABC, transfer pricing, contribution margin, break-even, capital appraisal, balanced scorecard, performance commentary, cost reduction, target costing, throughput accounting, and sustainability reporting.

A practical AI prompt library and workflow reference for finance business partners embedded with commercial or operational teams. 15 ready-to-use Claude prompts across performance narrative, pipeline bridges, new product modelling, budget challenge, KPI design, cost-benefit, pricing, productivity, customer profitability, NPV/IRR explainers, and change communication.

A practical AI prompt library and workflow reference for financial controllers and finance managers. 15 ready-to-use Claude prompts across month-end close, intercompany reconciliation, management accounts commentary, balance sheet review, audit prep, accruals, fixed assets, cash management, KPIs, system implementation, statutory disclosures, and finance dashboarding.

A practical AI prompt library and workflow reference for UK tax practitioners. 15 ready-to-use Claude prompts across corporation tax, R&D claims, VAT partial exemption, year-end planning, transfer pricing, HMRC enquiries, IHT, SDLT, MTD readiness, and client briefings.

A practical AI prompt library and workflow reference for wealth managers, financial planners, and IFAs. 15 ready-to-use Claude prompts across COBS 9 suitability, portfolio review, retirement and IHT planning, tax year-end, Investment Policy Statements, Consumer Duty, pensions, drawdown, trusts, and cross-border planning.

A practical AI prompt library and workflow reference for sell-side and buy-side investment analysts. 15 ready-to-use Claude prompts across company research, three-statement modelling, DCF and multiples valuation, thesis writing, scenario design, position sizing, portfolio attribution, and MiFID II / FCA / SEC research conduct.

A practical AI prompt library and workflow reference for corporate treasurers and group-treasury teams. 15 ready-to-use Claude prompts across 13-week cash forecasting, FX and interest-rate hedging, counterparty risk, debt refinancing, covenant reporting, hedge-accounting documentation, liquidity stress testing, and treasury technology.

A practical AI prompt library and workflow reference for CFOs and Finance Directors at SMEs (£5m–£50m turnover). 18 ready-to-use Claude prompts across board reporting, cash flow, audit readiness, banking, hiring, pricing, working capital, equity rounds, exit prep, succession, and crisis management.

A practical AI prompt library and workflow reference for risk-based internal audit. 15 ready-to-use Claude prompts across annual planning, engagement scoping, continuous monitoring, IPPF compliance, audit committee reporting, ESG and cyber audit, and finding drafting.

A practical AI prompt library and workflow reference for partners and owners of small and medium-sized accounting practices. 15 ready-to-use Claude prompts across practice KPIs, capacity planning, stack rationalisation, cyber, succession, client segmentation, value pricing, AI-led advisory productisation, niche strategy, lead generation, M&A, and hiring.

A practical AI prompt library and working-paper reference for ISA-based external auditors. 18 ready-to-use Claude prompts across risk assessment, analytical procedures, estimate auditing, going concern, group audits, fraud, and working-paper drafting.

A practical AI prompt library and workflow reference for finance teams. 25 ready-to-use Claude prompts across variance analysis, forecasting, board reporting, business partnering, and AI workflow design.