AI at Work Playbook

💰 Finance & Accounting

Prepare an external audit PBC tracker and responses

💰 Finance & AccountingChatGPTBeginner

Task · Audit prep
Time saved · 3-5 hrs per audit (estimate, not measured)

Steps

  1. Use your company-approved ChatGPT workspace
  2. Remove or mask data you are not allowed to share
  3. Paste the prompt and your input
  4. Review, tie out numbers and edit before using

Prompt / template

From this auditor request list, build a tracker: request, owner, source system, due date, status. Draft a cover note for each item explaining the support provided.

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

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