Practice by topic / AI prompting / Everyday Work Tasks

Finance and Operations Tasks: AI Prompt Exercises

Summarising documents and drafting emails are where AI saves the most time at work — if the prompt says what matters. These 10 exercises build up step by step, starting with explain a budget variance, reconcile two lists, chase an overdue invoice.

3 of 10 free · no sign-up needed · instant feedback

1

Explain a Budget Variance

Free

Marketing spent $12,000 against a $10,000 budget. Write a prompt asking Claude to draft an explanation for the finance team, using the reasons you'll list.

What a good prompt includes
  • the variance
  • the figures
  • the audience
  • your reasons

Give the $12,000 actual and $10,000 budget, ask Claude to explain the variance for the finance team, and list your reasons.

Example prompt: Marketing spent $12,000 against a $10,000 budget. Draft a short explanation of the variance for the finance team, using only these reasons: [reasons].

Try it in the live editor →
2

Reconcile Two Lists

Free

Write a prompt pasting two lists of payment references (one from the bank statement, one from your ledger) and asking Claude which references appear in one list but not the other.

What a good prompt includes
  • both sources
  • the references
  • what doesn't match
  • clear output

Paste both lists and ask which references are in the bank statement but not the ledger, and the other way round.

Example prompt: Here are payment references from our bank statement and from our ledger. List the references that appear in one list but not the other, in two separate groups. [lists]

Try it in the live editor →
3

Chase an Overdue Invoice

Free

Write a prompt asking Claude to draft a reminder to a customer whose invoice is 30 days overdue. It should be polite but firm.

What a good prompt includes
  • a reminder
  • it's overdue
  • the invoice
  • the tone

Ask for a polite but firm reminder about an invoice that is 30 days overdue.

Example prompt: Draft a polite but firm reminder email to a customer whose invoice is 30 days overdue. Include the invoice number, amount and a clear date to pay by.

Try it in the live editor →
4

Check an Invoice Against the Order

Write a prompt asking Claude to compare a supplier invoice with your purchase order and list any differences in quantity or price.

Solution and instant grading: open it in the practice app (use one of your 20 free picks, or Pro).

Try it in the live editor →
5

Write a Month-End Checklist

Write a prompt asking Claude for a month-end close checklist for a small business, with the steps in order and who does each one.

Solution and instant grading: open it in the practice app (use one of your 20 free picks, or Pro).

Try it in the live editor →
6

Find the Bottleneck

Your invoice approval goes through five email hand-offs. Write a prompt describing the process and asking Claude to find the bottlenecks and suggest improvements.

Solution and instant grading: open it in the practice app (use one of your 20 free picks, or Pro).

Try it in the live editor →
7

Explain a Payment Instruction

Write a prompt asking Claude to explain, in plain language for a new team member, what the beneficiary, amount, value date and reference fields in a payment instruction mean.

Solution and instant grading: open it in the practice app (use one of your 20 free picks, or Pro).

Try it in the live editor →
9

Let Claude Ask First

You want help building a three-month cash flow forecast. Write a prompt asking Claude to ask you what information it needs before it starts, instead of assuming.

Solution and instant grading: open it in the practice app (use one of your 20 free picks, or Pro).

Try it in the live editor →
10

Analyse Without Real Details

Write a prompt asking Claude to help spot late-payment patterns in customer data, where you've replaced real names and account numbers with placeholders.

Solution and instant grading: open it in the practice app (use one of your 20 free picks, or Pro).

Try it in the live editor →