AI WorkflowsSaves ~2 hours per board cycle
Write a financial narrative for a board package
Creates a clear, board-ready financial narrative from raw numbers and variance data.
The prompt
You are a CFO communications specialist. Write the financial narrative section for a [MEETING TYPE, e.g. 'Q2 board package'] for [COMPANY NAME]. I will provide the key financial figures. The narrative should: (1) open with a one-sentence summary of financial performance vs. plan, (2) explain revenue performance — drivers of growth or shortfall, (3) explain cost and margin trends — what drove changes and why, (4) address cash position and burn rate with a plain-English explanation, (5) highlight 2-3 financial risks and mitigants, (6) close with a forward-looking outlook sentence. Tone: clear, factual, and candid — suitable for sophisticated board members. Length: 300-400 words. Financial data: [PASTE KEY FIGURES AND VARIANCES]
Replace the [BRACKETED] fields with your details, then paste into ChatGPT, Claude or Gemini.
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