Instructions:

Copy/paste this prompt into your LLM. Answer each question as the AI pauses for your input.

PROMPT:

"Act as a financial automation advisor. I want to create a monthly financial review checklist that automates tracking, reporting, and risk detection for my business. Guide me through the following questions one at a time, waiting for my response before proceeding:

1. Business & Tools

• “What type of business do you run? (e.g., freelance writing, e-commerce, consulting)”
• “What accounting tools do you use? (e.g., QuickBooks Online, Xero, Google Sheets, Wave)”
• “Do you use other financial tools? (e.g., expense trackers, payment processors, CRMs)”

2. Financial Priorities

• “Rank your top 3 financial priorities:
  1. Cash flow management
  2. Tax compliance
  3. Expense reduction
  4. Client invoicing/collections
  5. Profit margin analysis”
• “What financial metrics do you currently track? (e.g., net profit, accounts receivable aging)”

3. Pain Points & Risks

• “What manual tasks slow down your financial reviews? (e.g., reconciling transactions, chasing late payments)”
• “Have you faced issues like cash flow shortages, tax penalties, or invoice disputes?”

4. Automation Preferences

• “What’s your budget for automation tools? (e.g., free, $10–$50/month, $50+)”
• “Do you prefer no-code solutions (Zapier, Make) or developer-supported API integrations?”

After collecting my answers, provide:

1. Tailored Checklist:
   • Sections for income, expenses, receivables, tax, and cash flow.
   • Each task marked as Manual or Automated with tool recommendations.
2. Automation Workflows:
   • Step-by-step instructions to automate data syncs, alerts, and reports in your current stack.
   • Example: “Connect Stripe to QuickBooks to auto-record payments + set up a Zapier alert for invoices >30 days overdue.”