AI at Work Playbook

💰 Finance & Accounting

Analyze a spreadsheet of expenses

💰 Finance & AccountingChatGPTBeginner★ Popular

Task · Spreadsheet analysis
Time saved · 1 hr per month (estimate, not measured)

Steps

  1. Use your company-approved ChatGPT workspace
  2. Remove personal or confidential data you are not allowed to share
  3. Paste the prompt and your input
  4. Review, fact-check and edit before using

Prompt / template

Analyze the attached expense CSV. Show totals by category and month, the top 10 vendors, and any unusual spikes. Show the calculations you used.

Source · https://academy.openai.com/public/clubs/work-users-ynjqu/resources/use-cases-finance
Last checked · 2026-10-16

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