AI for finance basics
**Analyze internally — humans own filings and advice** that move markets or money.
1Try it yourself
Playground
Finance review triage
AI can draft internal analysis — regulated filings and personal advice need humans.
Internal Q3 variance memo for leadership
2Read & reflect
Recap
#What you just did
You separated internal AI drafts, human-reviewed filings, and blocked personal trade advice.
Teach
#Pattern
Internal memo prompt:
"Explain Q3 revenue vs plan using ONLY attached CSV.
List drivers, flag anomalies, no forward guidance."
Forbidden:
- SEC filing language without FP&A + legal review
- Personal 'buy/sell' recommendations
Use it
#When you'd use this
- Variance and board-deck first drafts
- Explaining charts to non-finance stakeholders
- Scenario modeling with sourced numbers
Watch out
#Watch out
Material nonpublic information (MNPI) must never leak into public models or shared chats.
Try next
#Try this next
Draft an internal one-pager explaining a metric delta — every number traced to a source cell.
3Spark check