Free Resource

The AI toolkit
every finance pro
needs right now.

8 pages. No paywall. Immediate delivery. The exact AI tools, prompts, and workflows being used at the sharpest finance desks in 2026.

8 pages Free forever Instant delivery No spam Finance-specific
01
ChatGPT for Financial Analysis — The 6 prompts every analyst needs. How to structure complex financial queries for accurate, usable outputs.
02
Claude for Report Writing — How to turn raw data and model outputs into board-ready reports in under 20 minutes.
03
Perplexity for Sector Research — Real-time sector intelligence. How to replace 3 hours of desk research with 15 minutes of structured AI queries.
04
Gamma for Pitch Decks — Build investor-grade slides from a financial model in one session. The exact workflow used by pre-Series A founders.
05
Python + AI for Model Automation — Automate the repetitive parts of your Excel models. No prior coding experience required.
06
The AI Finance Stack — Which tools to use, when to use them, and how they work together as a complete workflow.

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What's Inside

The tools.
Covered in the guide.

Analysis
ChatGPT
Financial analysis, assumption validation, and earnings interpretation. Specific prompts included.
Writing
Claude
Board reports, investment memos, client briefs. Turns model outputs into polished documents.
Research
Perplexity
Real-time sector intelligence, competitor analysis, regulatory updates. Cites sources.
Presentations
Gamma
Investor-grade slide decks from raw financial data. Pitch deck workflow included.
Automation
Python + AI
Automate repetitive model tasks. Beginner-friendly. No prior coding experience needed.
Complete Stack
The Full Workflow
How all 5 tools work together as a complete AI-augmented finance workflow. Step by step.