Financial analyst

This page provides use cases and example prompts typical for a financial analyst.

To make the two written parts of Copilot prompts more explicit, the example prompts below show the Task bolded and the Scope italicized.

  Note:   Limited Language Models (LLMs) are non-deterministic, therefore the answers returned by the agent will vary; also, the answers are affected by your model structure.

Create a monthly income statement

You are a financial analyst and you want a quick view of your company’s financial statement and how it compares to last year’s.

1. From the Copilot drop-down you select Reporting Agent | Finance.

2. You prompt: Can you create a monthly income statement comparing actual versus forecast for the last quarter, broken down by department?

   Reporting Agent responds:

   

Detect anomalies

You are a financial analyst and you want to know whether there have been any unusual changes in operational expenditures over the past two years so that if necessary you can address them with leadership.

1. From the Copilot drop-down you select Reporting Agent | Finance.

2. You prompt: Detect and report unusual fluctuations or anomalies in operational expenditures across departments for the past two years.

   Reporting Agent responds: