Using ChatGPT for Finance, Accounting & Business tasks

📄 FINANCIAL REPORT DRAFTING

ChatGPT can generate professional reports from raw financial data;

💳 EXPENSE CATEGORIZATION

It automatically classifies transactions or costs by category using consistent rules;

📊 BUDGET PLANNING

Helps create or review detailed budgets based on historical periods or forecasts;

📈 KPI ANALYSIS

Identifies and explains trends in key performance indicators over time;

💵 CASH FLOW FORECASTING

Builds forward-looking projections using historical inflow and outflow data;

⚖️ BREAK-EVEN ANALYSIS

Calculates break-even points under different input scenarios;

🏷️ VALUATION SUPPORT

Assists in drafting DCF, EBITDA multiples, or comparables-based valuation models;

❓ WHAT-IF SCENARIOS

Models how changes in price, volume, or cost affect profitability;

🧮 FORMULA BUILDING

Explains and rewrites Excel financial formulas in plain English.

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