How I Use This Custom GPT to Automate Finance Workflows - Free Tool Inside
A custom GPT to automate finance workflows - reporting, budgeting, and forecasting - with a free tool + prompt pack inside.
For years, I’ve worked in finance — building reports, wrangling spreadsheets, and managing month-end chaos.
It’s valuable work… but incredibly repetitive.
So I built something to help.
I created a custom GPT trained to handle the exact workflows most finance pros deal with every day:
Budgeting
Forecasting
Variance analysis
Reporting
Automating spreadsheet tasks with Excel + ChatGPT
Think of it like a smart assistant that actually understands finance — no coding or setup required.
🔧 What It Can Help You Do
Speed up your monthly close
Write faster commentary for board or stakeholder reports
Generate reusable prompts for budgeting or variance reviews
Suggest the right AI tools for common finance tasks
Help you build finance automations without starting from scratch
All responses are built-in, and many include bonus prompts pulled from my $9 Smart Money Prompt Pack (linked below).
My Favorite Use Case: Automating Monthly Reporting
Here’s what used to take me hours:
Manually analyzing the P&L
Writing commentary in email/slides
Spotting key drivers behind variance
Now? I use this GPT to:
Summarize the key metrics and changes
Draft short, readable insights
Write client- or board-ready bullet points
It’s fast, consistent, and saves me 2+ hours every month.
Try the GPT Here:
🔗 https://bit.ly/theaiplus_financegpt
Or read the full walkthrough here:
📄 https://bit.ly/ai-assistant-doc
🎁 Bonus: Smart Money Prompt Pack ($9)
If you’re also managing personal finances, budgeting for a household, or looking to automate cash flow tracking — this pack is for you.
You’ll get:
100+ ChatGPT prompts across budgeting, saving, debt, and investing
Organized by use case and tool (ChatGPT, Excel, SheetAI)
Lifetime access + immediate download
🎁 Grab it here: https://bit.ly/smartmoneypromptpack
Closing Thought: Finance is finally getting the AI it deserves. And it doesn’t have to be complicated.
This GPT is my way of helping other finance pros work smarter, faster, and more creatively.
Try it. Tweak it. Make it your own.
– Shirley, Chief Nerd at The AI+
P.S. 🧠 Originally sent to subscribers of The AI+ on October 20, 2025 -> subscribe here → https://theaiplus.beehiiv.com
Note:
This post includes a real-world example of using a custom GPT to automate finance workflows, including budgeting, forecasting, reporting, and spreadsheet-based automation.
Keywords: GPT-4o, ChatGPT for finance, finance automation tools, budgeting prompts, Excel + AI workflows, personal finance GPT, GPT Store, Smart Money Prompts.