Streamline finance workflows with iterative prompting

AI for Finance

Glenn Hopper

Head of AI, VAI Consulting

From prompts to workflows

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  • In finance, answers build on each other - workflows help manage these connected steps

  • With AI, structured prompt sequences turn complex tasks into clear, repeatable workflows

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  • Fewer errors, clearer reasoning trail, more control over
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Step by step

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Making workflows reusable

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Use placeholders for inputs:

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  • Same process, any company
  • One adaptable workflow
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Acceptance criteria

Aim: Consistent and audit-ready outputs

Acceptance criteria = explicit rules that enforce structure and quality

Guardrails for prompts and workflows

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Examples include:

  • Bullet lists for extracted metrics

  • Transcript citations for every claim

  • An executive summary that is exactly three paragraphs

  • Ending with three open questions for management

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Refinement

The process of reviewing and polishing outputs

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  • Make the summary more concise.

  • Use a formal finance tone.

  • Add three bullet points on risks

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The payoff

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Combining multi-step prompting, reusable workflows, refinement, and an understanding of augmentation versus automation:

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  • Reduce editing time
  • Enable quarter-to-quarter comparisons
  • Scale across companies and industries
AI for Finance

Let's practice!

AI for Finance

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