AI Toolkit for Corporate Treasurers (Free Download)

Download the toolkit: Click here to download the PDF → — 11 pages, ~45 KB, Navy & Mint branded, 6 AI platforms + 25 starter prompts. Free, no signup required.

Free, no signup required. Last reviewed May 2026.

Five AI configurations for treasury teams — FX risk, hedging, liquidity, IFRS 9 hedge accounting.

What's inside

• CLAUDE.md with treasury risk-first discipline
• ChatGPT Custom Instructions
• Microsoft Copilot agent prompt
• Google Gemini Gem with full hedge accounting framework
• Perplexity Space for treasury research

Built-in: IFRS 9 / ASC 815 hedge accounting 7-point checklist (hedge type, designation, documentation, effectiveness, rebalancing), counterparty credit risk monitoring, EMIR / UMR / Dodd-Frank regulatory watch, and the 'risk management, not speculation' discipline.

Who it's for

Corporate treasurers and assistant treasurers managing FX, IR risk, liquidity, and debt facilities. AMCT pairs naturally with ACCA and CIMA.