Finaloop Prompts

Browse ready-to-use prompts for Finaloop.

7 prompts

AI Finance ToolsFinaloop

Monthly P&L Expense Review

Flag the three fastest-growing expense lines on a monthly P&L, with a plain-English explanation for each.

Review this month's P&L for my Shopify store and flag the three expense lines that grew fastest versus last month, with one plain-English explanation for each. Here are the line items: [paste].

AI Finance ToolsFinaloop

SKU Margin Ranking

Rank top 10 SKUs by contribution margin and flag any selling at a loss after ad spend.

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Analyze my SKU-level margin data below and rank my top 10 SKUs by contribution margin. Flag any SKUs selling at a loss after ad spend and suggest pricing or cost actions to consider: [paste data].

AI Finance ToolsFinaloop

Month-End Finance Update

Turn rough month-end notes into a structured finance update for co-founders.

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Turn these rough notes from my month-end review into a clean, structured finance update I can share with my co-founders, covering revenue, COGS, ad spend, and cash position: [paste notes].

AI Finance ToolsFinaloop

Monthly Close Checklist

Get a monthly-close document checklist tailored to a DTC brand on Shopify and Amazon.

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Draft a checklist of documents and figures my accountant will need for our monthly close, tailored to a DTC brand selling on Shopify and Amazon: revenue, refunds, ad spend, 3PL fees, inventory movements.

AI Finance ToolsFinaloop

8-Week Cash Flow Projection

Project cash position for the next 8 weeks and flag weeks below a safety buffer.

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Given this cash-flow snapshot — opening balance, expected payouts, payroll, ad spend, and supplier payments — project my cash position for the next 8 weeks and flag any weeks where I may fall below my $X safety buffer: [paste figures].

AI Finance ToolsFinaloop

3PL Fee Reconciliation Email

Draft a professional email asking a 3PL provider for an itemized fee breakdown.

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Write a calm, professional email to my 3PL provider asking for an itemized breakdown of last month's warehousing and fulfillment fees so I can reconcile them against my books.

AI Finance ToolsFinaloop

Channel Margin Comparison

Compare Shopify and Amazon on net margin per order after fees, ads, and fulfillment.

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Compare these two channels — Shopify and Amazon — on net margin after platform fees, ad spend, and fulfillment costs. Tell me which channel is more profitable per order and where the biggest cost difference comes from: [paste figures].