💡How I used GPT to automate my reporting

👀 Want to see what this finance GPT can actually do? :

Let’s walk through a quick real-world use case.

This one’s all about automating reporting workflows.

⚡ Before:

Every month-end, I was pulling data, formatting charts, summarizing variances, writing commentary — all manually.

💡 After:

Now I use 3 GPT prompts to handle 80% of it:

1. Summarize key P&L and variance drivers

2. Generate quick insights for commentary

3. Draft board-ready bullets (with tone matching!)

It’s fast. Reusable. And dare I say… kinda fun?

Try the Finance AI Assistant here:

If you want to see how I use it (and why it works), I wrote up a short doc:

→ Read the GPT guide here

🎁 Bonus inside:

There’s a $9 Smart Money Prompt Pack built in too — perfect if you also want to:

• Automate your personal budget

• Set up savings goals

• Run side hustle income prompts

• Or just geek out with GPT

Grab it here.

I’ll share one more use case + prompt walkthrough later this week.

Until then — go automate something smart.⚡

Shirley, Chief Nerd at The AI+

P.S. You don’t need to upload anything.

The GPT already knows how to help with budgeting, forecasting, and reporting — just type and go.