Use AI to create clear, concise financial narratives by iteratively refining explanations and adding executive-friendly insights.
Start by feeding your raw financial data or key points to the AI and ask for a basic summary in simple language. Then, request the AI to expand on the summary by explaining the 'why' behind the numbers, focusing on causes and impacts. Next, ask it to rewrite the explanation as if talking to non-finance executives, using plain English and relatable examples. Finally, have the AI help you organize these points into a logical flow that highlights the main story and actionable insights, so your report or presentation tells a compelling 'so what' story without jargon.
Try this prompt today
“Act as a financial analyst writing for executives. Here's the key data: [insert your financial numbers or summary]. First, summarize the main results in plain English. Then explain the reasons behind these results and their business impact. Finally, organize this into a clear, simple narrative that highlights what executives need to know and why it matters.”
January 9, 2026
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