What colleagues do todaySource-backedVerified 2026-04-20
Accountant / Draft financial statements (balance sheet, P&L, cash flow)
Export from GL into an Excel template
Pull the trial balance into a standing Excel workbook, manually map accounts to line items, hand-format footnotes, and send the PDF to the client for signature.
Best for
Analysis & Decisions
Existing Microsoft 365 license
Setup
0 min
One-time setup estimate
Workflow
- 1Collect the source material for "Draft financial statements (balance sheet, P&L, cash flow)" before opening the tool.
- 2Run the starter prompt in Microsoft Excel and paste in the real context.
- 3Review the output for accuracy, tone, names, numbers, and policy-sensitive details.
- 4Save the improved prompt or checklist so the next run takes less time.
Inputs you need
- - Accountant
- - Draft financial statements (balance sheet, P&L, cash flow)
- - Examples, notes, files, or customer context for this task
- - Your preferred tone, constraints, and final format
Expected output
- - Export from GL into an Excel template
- - A usable draft or workflow for draft financial statements (balance sheet, p&l, cash flow)
- - A repeatable prompt you can improve after each run
Ready-to-copy asset
Starter prompt
N/A — manual Excel mapping.
Caveats
- - Do a human review before sending, publishing, filing, or making a decision.
- - Verify numbers, names, claims, citations, and compliance-sensitive details.
- - AI drafts. You decide. Final responsibility is yours.
Measurable value
4 hrs after setup
Before: 4 hrs. After: 4 hrs.