P L AY B O O K

AI in Accounting:
How to use chatGPT to document your workflow
faster, plus 100 prompts to get you started.
AI IN ACCOUNTING

About Financial Cents .........................................................................................................................................03

Is ChatGPT coming for your job?................................................................................................................ 04

The Playbook...............................................................................................................................................................05

How to Use ChatGPT in Your Accounting Firm................................................................................05

Create Invoices.................................................................................................................................................05

Compose Emails to Your Clients......................................................................................................... 06

Create Excel Formulas for Accounting............................................................................................07

Create Templates...........................................................................................................................................07

Create Journal Entries................................................................................................................................ 08

Complete Simple Tax Returns.............................................................................................................. 08

How to Integrate ChatGPT into Your Workflow ............................................................................ 09

100 ChatGPT Prompts for Accountants and Bookkeepers.......................................................11

ChatGPT Prompts for Bookkeeping Tasks..................................................................................... 12

ChatGPT Prompts for The Client Onboarding Process.........................................................14

ChatGPT Prompts For the Staff Onboarding Process............................................................15

ChatGPT Prompts For Client Communication...........................................................................17

ChatGPT Prompts For Accounting Workflow..............................................................................19

ChatGPT Prompts For Marketing......................................................................................................... 21

ChatGPT Prompts For Data Entry ..................................................................................................... 23

ChatGPT Prompts For Financial Analysis...................................................................................... 25

ChatGPT Prompts For Tax Preperation...........................................................................................27

ChatGPT Prompts For Excel Formulas............................................................................................29

Is Your Information Secure?............................................................................................................................ 32

ChatGPT in Financial Cents ............................................................................................................................ 33

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AI IN ACCOUNTING

About Financial Cents

Financial Cents is a project management software that has all the
features you need to get work done in a simple user interface that your
team will love and find easy to use.

Whether you’re just beginning to document your processes or have been doing it
for a long time, our latest integration with AI will get you up and running in no time.

Track & assign work, set up recurring tasks, store client information, automate
client data collection, and more with Financial Cents.

Don’t take our word for it, hear what our clients have to say.

Financial Cents Email Inbox Financial Cents Capacity Management Report

Financial Cents Workflow Dashboard Financial Cents Client Portal

Hear from our clients

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AI IN ACCOUNTING

Is ChatGPT coming
for your job?
AI has proven incredibly
useful across industries. With
the right prompts, it can
generate human speech,
predict when engineering
systems need repairs, and
perform tasks.

This explains why most people get caught between panic and fascination. But AI
in accounting is a force multiplier, and at some point, you will need to know how it
works to keep pace with your industry.

Do you remember those times when accountants and bookkeepers recorded financial
transactions by hand?

It was tedious and involved binders full of paper containing piles of transactions.

Then computers came. Now, we manage the general ledger with software programs
in one place, making accounting teams faster and freeing up brain power for more
complex tasks. If you refuse to take advantage of AI in accounting to increase your firm’s
productivity, you may soon be unable to keep up with the industry.

So, instead of seeing AI as the enemy, here’s your chance to start learning to leverage
relevant AI tools, particularly ChatGPT, to grow and scale your firm.

KEY POINT: ACTION STEP:

Rather than taking people’s jobs, Think about 3 areas in your
the influence of AI in Accounting is accounting firm that ChatGPT can
basically to improve work processes help increase its productivity.
and quality of results.

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AI IN ACCOUNTING

The Playbook
How to Use ChatGPT in Your
Accounting Firm

One of the tasks ChatGPT excels

at is repetitive tasks. This makes
it invaluable to the accounting
profession, where manual tasks could
reduce the accuracy of a client’s work.

Reducing the time and mental

energy spent on these manual
tasks frees you up to get more
work done, make more money
and grow your firm at a speed
you didn’t think possible.

Here are some of the tasks ChatGPT

can do for you:

1. CREATE INVOICES

ChatGPT can help you create invoices to bill

your clients. You only need to provide the
information about your business, the client,
and the services you rendered.

The tool is not subject to human attention

challenges, which makes its output more
accurate, which could keep you from billing
your clients less than you should.

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AI IN ACCOUNTING

2. T O COMPOSE EMAILS TO YOUR CLIENTS

ChatGPT can write emails that help you explain financial concepts, ask for additional
information, or communicate your decision to increase rates.

Type the kind of email you want it to write for you into ChatGPT and click the Send button.

Here is an example from Shahram Zarshenas, Financial Cents founder. He prompted

it to “write a short price increase template that I can use to increase pricing with my
bookkeeping clients successfully.”

And here’s what ChatGPT generated for him.

PRO TIP:: You can take it further and ask it to write the email in the voice of a famous
writer, and its accuracy will amaze you.

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AI IN ACCOUNTING

3. TO CREATE EXCEL FORMULAS Accounting

FOR ACCOUNTING

ChatGPT also helps with Excel formulas to

calculate the data value in spreadsheets.

All you need to do is give it the data to work

with and clear instructions for what you
want to calculate in any cell, roll, or column.

Here’s a brilliant example of ChatGPT

creating an Excel formula.

4 . T O CREATE JOURNAL ENTRIES

ChatGPT can identify and extract

information (like dates, name of seller,
amount, etc) from receipts to input them
in your accounting journal.

You only need to provide the dataset

and ChatGPT will analyze and input the
client information accordingly.

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AI IN ACCOUNTING

5. TO CREATE
TEMPLATES

You can also have

ChatGPT create a list
of steps that go into
completing any of your
accounting processes.

Here is an example of
a prompt for ChatGPT
to “create a checklist
for a month-end close
process” and it gave
me the following tasks.

6. TO COMPLETE SIMPLE TAX RETURNS

KEY POINT:
Given the right data, ChatGPT will use the data ChatGPT is capable of turning tasks
you provide to complete a simple tax return for that seem insurmountable into
you. Of course, you will need to go over it to be bits and pieces, thereby lifting the
sure everything checks out, but it does most of weights off you. While this tool isn’t
the work for you as it did for Alice and Bob. a magical wand that takes all your
It can also detect errors or omissions in tax accounting problems away, with
filings to ensure compliance with regulations specific prompts tailored to the
and maximize tax savings. tasks you are trying to solve, you
reduce the work on your to-do list,
one at a time.

ACTION STEP:
What are the tasks that constantly recur in your firm? List them.

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AI IN ACCOUNTING

How to Integrate ChatGPT into Your Workflow

Now that we have established how you can use ChatGPT to sort
your tasks, here is a deep dive into how you can integrate it into your
workflow for optimal productivity and efficiency.

Using a workflow management software like Financial Cents, which integrates with ChatGPT, you
can streamline your work (so you don’t jump between too many apps) while giving you access to
the innovative technology your team needs to do their best work.

With this integration, you can:

CREATE TEMPLATES WITHIN SECONDS

This allows you to quickly create checklist templates complete with the step-by-step process
of completing them.

For a project like monthly bookkeeping with QuickBooks (with ChatGPT) in Financial Cents.

arrow-right Click Templates

arrow-right Click + Template
arrow-right Click Use AI
arrow-right Type ‘Monthly Bookkeeping with QuickBooks’, and you’ll get the result below.

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AI IN ACCOUNTING

CREATE TASKS WITHIN PROJECTS IN SECONDS

If you have created a project but need it auto-populated with the tasks that go into
completing it, Financial Cents also helps with that.

Here’s how:

arrow-right Open the new project

arrow-right Select Create Tasks using AI

And the system will populate the page with the tasks you need to complete the project. You
can then go on to customize it to suit your specific needs.

KEY POINT:
The quality of the work you produce depends on the technology running in your firm.

ACTION STEP:
Use a workflow management software such as Financial Cents, which seamlessly
integrates with ChatGPT, to efficiently manage your tasks while equipping your team
with cutting-edge technology to enhance their productivity.

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AI IN ACCOUNTING

“Help me create an accounting staff onboarding

checklist for my accounting firm.”

100 ChatGPT Prompts for Accountants

and Bookkeepers
Prompts are the queries that get ChatGPT productive. They can be
as long or as short as necessary to get the machine in the mood for
your tasks.
Here are some prompts you can feed the system. Feel free to copy and paste them directly into
ChatGPT to complete relevant accounting and bookkeeping tasks faster.

PRO TIP:
Be sure to add specifics to the parentheses for more tailored outputs.

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AI IN ACCOUNTING

CHATGPT PROMPTS FOR BOOKKEEPING TASKS

Revise Annual Income Forecast

Prompt:
“Revise my annual income forecast based on the following (current annual income
forecast), (actual performance data), (Reasons for revision), (relevant business updates),
(historical data).”

Reviewing Estimated Tax

Prompt:
“I have provided (Income details), (Expense details), (Tax deductions and credits), (Previous
tax filings), (Tax obligations and jurisdiction) below. Analyze them and tell me if the
business owes state or federal estimated tax payments.”

Reviewing Past Due Accounts

Prompt:
“Analyze the following (list of past due accounts), (age of the past due accounts), (terms
and conditions), and (communication history) to help me know whether to issue more
reminders.”

Reviewing Financial Reports for Tax Returns

Prompt:
“Here are (financial statements), (tax documents), (tax returns for previous years) and
(expenses & deductions) and (revenue and income sources). Help me review tax returns.”

Reviewing Quarterly Sales Tax

Prompt:
“With the following sales records, (sales tax rates), (exemptions or exceptions),
and (sales tax collections), review my sales tax with this (reporting requirement)”.

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AI IN ACCOUNTING

Reviewing Quarterly Sales Tax

Prompt:
“With the following sales records, (sales tax rates), (exemptions or exceptions),
and (sales tax collections), review my sales tax with this (reporting requirement)”.

Balancing and Reconciling Business Accounts

Prompt:
“Use these (account information), (account statements), (internal records),
(transaction details) to reconcile my business accounts with (reconciliation process).”

Reviewing Projected Cash Flow

Prompt:
“Review this company’s cash flow by analyzing (sales and revenue forecasts),
(expense forecasts), (timing of cash flows), (A/R and A/P), (cash reserves or loans).”

Making Adjusting Entries

Prompt:
“Analyze my (trial balance), and ( supporting documents) to
(specific adjustments needed) for (the month, quarter, or year).”

Reviewing Account Receivable

Prompt:
“Here are my current account receivable details: (accounts receivable details)
including their payment history, communication history, allowance for
doubtful accounts, and credit terms. Please review the outstanding invoices.”

You can use this Financial Cents’ Account Receivable template

inside the app or download it for use in Excel Spreadsheet.

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AI IN ACCOUNTING

CHATGPT PROMPTS FOR THE CLIENT ONBOARDING PROCESS

Client Onboarding Questionnaire

Prompt:
“Suggest a list of questions to ask new clients during client onboarding.”

Financial Cents has a more personalized accounting

client onboarding questionnaire. Click here to access it.

Research Your New Payroll Client’s Requirement

Prompt:
“What should I do to understand the requirements of my new payroll client?”

Create A Client Onboarding Workflow Checklist

Prompt:
“Suggest a list of questions to ask a new client with [number of employees] and [annual
revenue] during client onboarding for me.”

Check out this Financial Cents’ client onboarding checklist.

Conduct Better Client Kick-off Calls

Prompt:
“Give me ideas to conduct a kick-off call with a new accounting client with [number of
employees] and [annual revenue]?”

Here’s a client meeting agenda that you can use on the go.

Setting Client Expectations

Prompt:
“Give me ideas to set expectations for my new accounting client with [number of
employees] and [annual revenue].”

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AI IN ACCOUNTING

CHATGPT PROMPTS FOR THE STAFF ONBOARDING PROCESS

Staff Onboarding Checklist

Prompt:
“Help me create an accounting staff onboarding checklist for my accounting firm.”

Standardize your staff onboarding process

with this template from Financial Cents.

Welcome Email
Prompt:
“Can you create a welcome email for a new accounting staff joining my firm of [number of
employees] working [fully remotely or specify State]?”

New Staff Orientation and Training

Prompt:
“Ideas to conduct orientation and training for my new accounting hire.”

Help Your New Hire Learn Your Internal Systems

Prompt:
“How to best help my new employee learn my accounting firm’s internal systems.”

Keep Employee Information from Falling Through the Cracks

Prompt:
“Brainstorm a system to help me record and store new employee details efficiently.”

Conduct Better Onboarding Calls with New Hires

Prompt:
“How do I conduct kick-off calls with your new hire that lives in another country?”

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AI IN ACCOUNTING

Employee Agreement Letter

Prompt:
“What should be in an employee agreement letter for my new (Position).”

Employee Background Check

Prompt:
“How can I best conduct a background check on my new hire [specify job role and any
other important information]?”

Setting Goals for Your New Hire

Prompt:
“How can I set better goals for my new accounting hire who is just starting in (role)?”

Conducting Employee Check-ins

Prompt:
“What do I discuss with my new accounting hire [specify role or responsibilities] during
daily or weekly check-ins?”

Conducting Employee Check-ins

Prompt:
“What do I discuss with my new accounting hire [specify role or responsibilities] during
daily or weekly check-ins?”

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AI IN ACCOUNTING

CHATGPT PROMPTS FOR CLIENT COMMUNICATION

Price Increase Letter

Prompt:
“Compose a price increase letter for my accounting clients [specify previous rates, new
rates, and your reason for the increase].”

Use this price increase letter from Financial

Cents to sound more convincing to your clients.

Client Task Email

Prompt:
“Draft an email requesting additional information [e.g. about financial statements] from
an accounting client.”

Setting up client tasks should be short and straightforward so you

don’t overwhelm your clients. See how it works in Financial Cents.

Welcome Email Template

Prompt:
“Help me draft a welcome email template for [client with specific but non-personal
identifiable details].”

Financial Cents welcome email template is designed

to help get your client relationships to a positive start.

Client Reminder Email

Prompt:
“Write an email to my clients to remind them about sending their invoices by (1st
September 2023).”

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AI IN ACCOUNTING

Communicating Completion of Tax Returns

Prompt:
“Write an email informing my client [include specific but non-personal identifiable details]
that their taxes have been completed and remind them how much time they have left to
perform (action).”

Sending Payment Reminder Emails

Prompt:
“Compose an email to remind (client name) of (client business) of their unpaid fees.”

Quarterly Review Summary

Prompt:
“Give me ideas to write an email summarizing my client’s quarterly income, and expenses,
and discussing opportunities for growth based on [specific but non-personal identifiable
details].”

Update on a New Tax Regulation

Prompt:
“A new tax regulation has just been passed and I need to update my clients on what it
means for their business. How can I go about it?”

Cash Flow Management Advice

Prompt:
“I have reviewed my client’s email and noticed (add observation) in their cash flow
management system. Write an email communicating how they can leverage (strategy) to
improve their cash flow.”

Template for Conducting Online Meetings with Clients

Prompt:
“How can I best conduct virtual meetings with my accounting clients?”

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AI IN ACCOUNTING

CHATGPT PROMPTS FOR ACCOUNTING WORKFLOW

Financial Cents has an integration with ChatGPT so that you can create your
workflow checklists where the work is being done. Check it out here.

Payroll Workflow Template

Prompt:
“Create a monthly payroll checklist template for a client with [specific but non-personal
identifiable details].”

Year-End Review
Prompt:
“Create a year-end review template for a client with [specific but non-personal identifiable
details].”

Month-end Close
Prompt:
“Create a checklist for the month-end close process for a client with [specific but non-
personal identifiable details].”

Weekly Bookkeeping Workflow Checklist

Prompt:
“Create a weekly bookkeeping workflow checklist for a client with [specific but non-
personal identifiable details].”

1040 Individual Tax Return

Prompt:
“Create a workflow checklist for 1040 individual tax returns for a client with [specific but
non-personal identifiable details].”

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AI IN ACCOUNTING

Business Tax Return Workflow

Prompt:
“Create a tax return for a married couple filing jointly who own rental properties and have
a business.”

Annual Sales Tax

Prompt:
“Create a workflow checklist for 1040 individual tax return for a client with [specific but
non-personal identifiable details].”

Quarterly Financial Report

Prompt:
“Create a quarterly financial report checklist for a client with [specific but non-personal
identifiable details].”

Cash Flow Cycle

Prompt:
“Create a free cash flow cycle checklist.”

Monthly Bookkeeping
Prompt:
“Create a monthly bookkeeping checklist.”

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AI IN ACCOUNTING

CHATGPT PROMPTS FOR MARKETING

Create an Ideal Customer Profile

Prompt:
“How can I create an ideal customer profile for my accounting practice?”

Creating a Website
Prompt:
“Guide me on how to create a website.”

Pay-per-click Strategy
Prompt:
“Create a pay-per-click strategy to convert accounting clients.”

Optimize Your Landing Pages

Prompt:
“Give me ideas to optimize this website’s landing pages (website link).”

Lead Tracking Template

Prompt:
“I offer bookkeeping services to construction firms that make a minimum of $25 million
in annual sales. Create an accounting lead tracking template for fortune 500 real
estate prospects.”

Calculating Marketing ROI

Prompt:
“Calculate the return on investment on these clients based on (revenue from clients) and
customer acquisition costs).”

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AI IN ACCOUNTING

Creating a Community Marketing Strategy

Prompt:
“I own an accounting firm that focuses on (firm details). Create a community
marketing strategy for my firm.”

Building Your Brand Awareness Through Webinars

Prompt:
“Suggest webinar ideas my accounting business focused on [client profile]
can host to build brand awareness.”

Nurturing Leads By Email

Prompt:
“I provide (services) to (ideal clients), create a strategy to nurture leads via email
for my firm.”

Following Up with Prospects

Prompt:
“How should I follow up with marketing prospects effectively?”

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AI IN ACCOUNTING

CHATGPT PROMPTS FOR DATA ENTRY

Extract Information from Receipt

Prompt:
“Extract key information from the following receipt: (Add receipt text).”

Categorize Expenses from Credit Card

Prompt:
“Categorize accounting expenses from a credit card statement based on the following
names of vendors and amounts.”

Post Transactions to Account Receivables

Prompt:
“Here are my (Customer information), (Invoice details), (payment information, and (aging
report). Help me post it to account receivables.”

Categorizing Expenses
Prompt:
“Here’s a list of transactions I need you to allocate to their appropriate accounts:
[Transaction List].”

Sample Data Entry Report

Prompt:
“Write a sample report template for summarizing data entry results.”

Extracting Data from Bank Statement

Prompt:
“Identify and categorize expenses from the bank statement below
(add bank statement text).”

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AI IN ACCOUNTING

Summarizing Financial Figures

Prompt:
“Summarize the key financial figures from the following financial statement
(add financial statement text).”

Post Journal Entries

Prompt:
“Use the following transaction details (add transaction text) and amount to record
these transactions to (Add accounts) using (Add accounting system).”

Extracting Information from Invoices

Prompt:
“Extract invoice details from this invoice information (add invoice text].”

Update Account Payable

Prompt:
“I will provide you with a table containing account information, vendor, invoice,
purchase, and payment details. I need you to update the accounts payable.”

Update Account Receivable

Prompt:
“What information do I need to provide you to help me update my account receivables?”

Bank Reconciliation
Prompt:
“Show me the quickest and most accurate way to do bank reconciliation.”

Recording Transaction
Prompt:
“With the information I have provided below, help me separate client names,
the service rendered, and the fee.”

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AI IN ACCOUNTING

CHATGPT PROMPTS FOR FINANCIAL ANALYSIS AND FORECASTING

Trend Analysis
Prompt:
“Analyze and compare the revenue, expenses, and profitability of the following
financial statements to measure the company’s financial health.”

Cash Flow Analysis

Prompt:
“With these (Add financials), analyze the operating activities and investing activities
of my business to point out any impending cash flow issues.”

Budgeting and Forecasting

Prompt:
“Here are my projected financial statements, create financial budgets and forecasts
for my business.”

Financial Statements Review

Prompt:
“Review my financial statement to show how each line item contributes to my
company’s financial health. Here are my (balance sheet), (income statement),
and (cash flow statement).”

Keeping up with relevant news and reports

Prompt:
“What is the latest news or report on (relevant topic)?”

Extracting insights from financial data

Prompt:
“Process this (financial data) and summarize the key insights for me.”

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AI IN ACCOUNTING

Generate Insights from Data Sets

Prompt:
“Provide economic commentary from the following data:
Year: 2020. Inflation Rate: 4%, Unemployment Rate 3, GDP Growth: 5%
Year: 2021. Inflation Rate: 3%, Unemployment Rate 4, GDP Growth: 4%
Year: 2022. Inflation Rate: 4%, Unemployment Rate 2, GDP Growth: 5%.”

Understand Your Client’s Area of Improvement

Prompt:
“Process this (financial data) and summarize the key insights for me.”

Improving Your Client’s Financial Position

Prompt:
“Based on this balance sheet, how can this company’s financial position be improved?”

Sales projection
Prompt:
“What are the sales projections for this business in the next six months based
on this (previous sales data)?”

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AI IN ACCOUNTING

CHATGPT PROMPTS FOR TAX PREPARATION

Calculate Above-line deductions

Prompt:
“How can I subtract above-line deductions from my client’s tax data?”

Calculate Standard Deductions

Prompt:
“Determine my client’s standard deduction or itemized deductions.”

Determine tax liability

Prompt:
“How can I determine my client’s tax liability?”

Step-up in basis
Prompt:
“When should I use a step-up basis for my client?”

Calculating Adjusted Gross Income

Prompt:
“As a Tax professional, help me to calculate my client’s adjusted gross income.”

Updating tax filing for the digital age

Prompt:
“How do we update taxes for the digital age?”

Tax Research
Prompt:
“What tax updates should filers in the US take note of this year?”

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AI IN ACCOUNTING

Documents Required for Individual Tax Returns

Prompt:
“What documents do I need to file an individual tax return in the United States?”

Filing jointly as a couple

Prompt:
“What advantages does my client get from filing jointly as a couple with
unique circumstance]?”

Handling Refunds
Prompt:
“How should I advise my client to handle their US tax refunds?”

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AI IN ACCOUNTING

CHATGPT PROMPTS FOR EXCEL FORMULAS

Calculating sales data

Prompt:
“The following table contains my sales data. Column A is the sales figures and
column B has the states. Sum all sales figures for (State) in the table.”

Adding the value in multiple cells together

Prompt:
“Give me the formula to sum cells that meet a certain criterion in Excel.”

Finding the largest and smallest values in a data set

Prompt:
“How do I use the MAX and MIN functions to find the largest and smallest
values in the following table?”

Collapsing cells in a spreadsheet into one cell

Prompt:
“In the cells below, combine text from multiple cells into one cell.”

Rounding numbers to their decimal places

Prompt:
“How can I round up the numbers in the following spreadsheets to a decimal place?”

Inserting data in cells using the PI function

Prompt:
“How can I insert a number into a cell using the PI function?”

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AI IN ACCOUNTING

Using the SUM function

Prompt:
“Give me the formula to use the SUM function to add (CELL) to (CELL).”

Creating dynamic cell references

Prompt:
“Give me the formula to create a dynamic cell reference with the INDEX, MATCH,
and INDIRECT functions.”

PRO TIP:
These prompts are capable of giving you the headstart you need but as time goes on,
you need to tweak them to suit the desired needs of your tasks.

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AI IN ACCOUNTING

AI in Accounting: Is Your Information Secure?

AI models use robust security measures to prevent unauthorized access
to the data on their platforms.

For example, ChatGPT:

Uses end-to-end encryption technology that keeps third parties from accessing your
conversations.

Apart from the option to delete previous conversations, ChatGPT also has a strict policy of not
sharing users’ data with third parties.

However, the sensitive nature of accounting data requires you to avoid feeding ChatGPT with
your client’s personally identifiable information. This eliminates the chances of someone else
squeezing that information out of the chatbot (by any means) in the future.

Instead, you can focus on using it for your productivity needs like creating workflow templates.

We’ve found that using ChatGPT in Financial Cents helps you enjoy the best of both worlds:
the practice management features (with a secured client portal) of Financial Cents and the
speed that AI provides.

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ChatGPT in Financial Cents:

How We Protect Your Information
Here’s how Financial Cents ensures the
security of its integration with AI tools
like ChatGPT:

check-circle F
 inancial Cents shares the same
cybersecurity firm with Google
and Intuit.

check-circle F
 inancial Cents doesn’t store
your prompts.

check-circle Data
 transfer between Financial Cents
and OpenAI is secured by TLS 1.3,
which ensures secure communication
between two applications.

check-circle Financial Cents’ communication with

OpenAI’s API is SOC II compliant. SOC
II is an AICPA security framework for Abdullah Almsaeed (Co-Founder & CTO)

storing and processing customer data.

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More Ways to Use ChatGPT in Financial Cents

As part of our commitment to deploy the latest technologies
to help firm owners automate manual tasks to stay efficient,
productive, and profitable, we recently rolled out an additional
feature (thanks to our ChatGPT integration) that gives you the
ability to:

check-circle G
 enerate Email Templates and Save Them in Financial Cents (To Send to Clients
Whenever Needed): Instead of typing new prompts for the emails you use for client
communication each time, you will get to generate a template for that email and save
it in Financial Cents. Your team can use them for client work on the go.

Start Using ChatGPT inside Financial Cents to work faster

and more efficiently for FREE today. (14-Days Free Trial).

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