AI Toolkit Generator for Finance Professionals (Free Tool)
Pick your finance role and your AI platform. We'll generate a ready-to-paste system prompt that turns a generic AI assistant into a specialist finance copilot.
Launch the tool
Free to use, no signup required. Copy-paste any of the 60 templates directly.
What's inside
10 finance roles × 6 AI platforms = 60 specialist templates.
Roles covered
FP&A Analyst · Audit Senior · SMP Owner · Accounting Student · Internal Auditor · SME CFO · Corporate Treasurer · Investment Analyst · Wealth Manager · Commercial Banker
AI platforms supported
- Claude — paste into
CLAUDE.mdin your project folder, or use as Claude Project knowledge - ChatGPT — Settings → Personalization → Custom Instructions
- Microsoft Copilot — Copilot Studio agent system prompt
- Google Gemini — Gem instructions on gemini.google.com
- Perplexity — Space instructions on perplexity.ai
- OpenAI Codex — save as
AGENTS.mdin your project root; works with Codex CLI, codex.openai.com, and the Codex GitHub agent
Why this matters
Generic AI is a generalist assistant. These templates make it a specialist who knows:
- The standards your role works to (IFRS, ISA, IPPF, GAAP, MiFID II, FCA, IRS, Companies Act)
- The outputs you produce (board memos, working papers, variance commentary, credit memos, suitability reports)
- The mistakes to avoid (auditor independence, MNPI, advice-vs-information, regulatory boundaries)
- The format your team expects (bullet-pointed, exec-ready, conservative, source-cited)
Get the full pack as a PDF bundle
The interactive generator gives you any template instantly. If you want the full 10-role pack as downloadable PDFs (each with 25 starter prompts and full context covering all 6 AI platforms), grab the individual role pages from the Free Resources hub, or drop your email in the tool itself for the bundled pack.