Analyze the income statement and find cost anomalies
A ready-to-use “Data & Analysis” AI prompt template, designed and tested with Claude. Replace the (bracketed) parts below with your own needs.
Prompt template
This is our company's income statement or income-expense data for the past (months) months (paste the data). I'm not from a finance background — please: 1) summarize the period's operating status in three plain sentences (revenue trend, gross-margin change, ultimately profit or loss); 2) check costs and expenses item by item, find items growing faster than revenue, and mark the three to prioritize; 3) run a "if this trend continues, what happens in three months" projection; 4) give me three concrete actions to execute next month. Translate all jargon into plain language when explaining.
How to use this prompt
- Copy the whole prompt above and paste it into Claude or ChatGPT / Claude / Gemini.
- Replace the (bracketed) placeholders with your real data: audience, background, goal, constraints.
- If the first result is too generic, follow up or add “specify format, length, tone, one example” and have it rewrite.
Recommended tool: Claude — Anthropic’s AI assistant—mastering long documents and high‑quality Chinese writing