Top 10 AI Prompts and Use Cases and in the Financial Services Industry in Charleston

Charleston financial firms are already using AI to cut costs and improve efficiency - predictive analytics for risk helps local teams anticipate losses and optimize capital (predictive analytics for risk in Charleston financial services), while prompt engineering can streamline back‑office workflows for finance admins and free staff for higher‑value work; deploying these tools responsibly requires following model risk management best practices to meet South Carolina compliance expectations (model risk management best practices for Charleston financial firms).

For practical upskilling, the 15‑week AI Essentials for Work bootcamp teaches prompt writing and job‑based AI skills and is available for $3,582 during the early bird period (Register for Nucamp AI Essentials for Work), a focused path to move real ledger outcomes rather than theoretical slides.

AI Essentials for Work - Details
Description: Gain practical AI skills for any workplace; learn AI tools, effective prompts, and apply AI across business functions.
Length: 15 Weeks
Courses included: AI at Work: Foundations, Writing AI Prompts, Job Based Practical AI Skills
Cost (early bird): $3,582 (paid in 18 monthly payments)
Syllabus: AI Essentials for Work syllabus and curriculum
Registration: Register for AI Essentials for Work at Nucamp

Selection favored prompts and use cases that align directly with South Carolina's public strategy and on‑the‑ground needs: priority went to items that map to the South Carolina AI Strategy's three Ps (Protect, Promote, Pursue), to the state's Center of Excellence and the 29 agency use‑cases Admin is tracking, and to concrete operational needs - such as the Attorney General's RFI request for automation of evidence review, legal research and large‑dataset analysis - so Charleston firms can deploy pilots that are both compliant and immediately useful.

Criteria included measurable risk controls, clear efficiency gains for finance and legal workflows, workforce upskilling potential tied to the SC AI Roundtable's research‑university partnerships, and vendor readiness for procurement.

Prompts that passed those screens were ranked higher if they supported pilotability with existing tools (ChatGPT/Microsoft Co‑pilot pilots cited by Admin) and if they reduced manual review time by a quantifiable amount in typical Charleston use cases, making adoption practical for small and mid‑sized financial teams.

Read the state strategy, roundtable outcomes, and the case study that informed this methodology for full context: South Carolina AI Strategy - official state AI strategy, SC AI Roundtable outcomes and collaboration report, and a case study on building a statewide AI strategy in South Carolina.

Signal	How it shaped selection
South Carolina AI Strategy (Protect/Promote/Pursue)	Prioritize risk controls, pilot readiness, governance alignment
SC AI Roundtable / research universities	Favor workforce‑focused, scalable prompts tied to local R&D assets
AG RFI (AI Tool)	Include prompts for evidence review, legal research, NLP on large datasets

“By leveraging our research institutions and fostering cross‑sector collaboration, we can drive applied AI innovation, train (and retain) a competitive AI workforce, and position South Carolina as ‘AI Ready' to attract talent, business, and investment opportunities.” - Rep. Jeff Bradley

Use Nathan Latka's finance prompts to generate a tight fundraising pitch deck tailored for Charleston investors: Latka's collection includes a “Fundraising Pitch Deck” and a “Fundraising Strategy Deck” that specifically call for use‑of‑funds slides and milestone timelines, while Founderpath's playbook shows how AI prompts can produce investor materials at speed - its mega‑prompt reportedly writes investment memos and executes fund decisions within 24 hours - making rapid iteration realistic for local founders (Nathan Latka Top 400 AI Prompts for Fundraising, Founderpath AI Investing Mega‑Prompt for Fast Investor Materials).

Pair those outputs with BYVI's practical 10–15 slide structure (problem, solution, market, traction, financials, team) to ensure every Charleston deck includes regional TAM/SAM/SOM, clear use‑of‑funds, and a short runway chart investors expect (BYVI Startup Pitch Deck Guide: 10 Most Important Slides).

The result: an investor‑ready set of slides that focuses conversations on milestones and capital needs rather than slide polish - so local CFOs and founders can get to a meaningful investor call faster.

Core Pitch Deck Slides
Problem / Current Pain
Solution / Product
Why Now
Market Opportunity (TAM / SAM / SOM)
Business Model
Competitive Landscape
Traction & Key KPIs
Go‑to‑Market
Financial Projections
Team

“The goal of the pitch deck is to secure a call.”

Charleston CFOs and finance managers can use Nathan Latka's “Board Financial Update” prompt to turn raw accounting and SaaS metrics into a concise, board‑ready monthly deck that combines cash‑flow forecasts, MRR movement, budget‑vs‑actuals, and flagged P&L anomalies - so instead of spending hours formatting slides, teams can surface runway, variance drivers, and a clear ask for the board meeting.

Latka's Top 400 prompts include both a Board Financial Update Deck and a 12‑Month Forecast Deck, and Founderpath's playbooks show how the same inputs (QuickBooks/Stripe/metrics) can be reused to produce investor‑grade forecast decks and executive summaries quickly (Nathan Latka Top AI Business Prompts - Founderpath blog, Founderpath investor materials automation - ProductMarketFit article).

The practical payoff for Charleston firms: governance shifts from slide assembly to strategic decisions - more time spent on runway extension, capital allocation, and recovery plans during each monthly board touchpoint.

Board Slide / Section	Relevant Nathan Latka Prompt
Executive summary & key KPIs	Monthly Finance Update
Cash, run rate & runway	Cash Flow Forecaster / 12‑Month Forecast Deck
Revenue trends (MRR)	MRR Movement Grapher
Budget vs. actuals	Budget vs. Actuals Deck
Risks & anomalies	P&L Anomaly Identifier / Balance Sheet Summarizer

"This is the new normal."

Use Nathan Latka's 3‑statement model prompt to turn fragmented QuickBooks/Stripe inputs and KPI tables into a linked forecast that projects the income statement, balance sheet, and cash flow (the classic three‑way forecast Wall Street practitioners use to test plausibility).

Founderpath highlights a ready prompt - “Build a 3‑statement financial model for a SaaS company with $8M ARR” - that structures assumptions for revenue, margins, and runway so Charleston CFOs can run scenario and sensitivity analysis quickly (Founderpath Top AI Business Prompts by Nathan Latka).

Pair that prompt with a disciplined build guide from Wall Street Prep to link net income→retained earnings, CapEx→PP&E, and working‑capital changes→cash flow, and use Cube's free 3‑statement template to capture inputs and automate formulas (Wall Street Prep integrated 3‑statement financial model guide, Cube 3‑Statement Financial Model Template).

So what: a properly linked model gives Charleston firms a single, auditable runway number for board packs, fundraising asks, and lender conversations - no more guessing which expense line breaks the cash plan.

Model Component	Prompt / Resource
Income Statement Forecasting	Founderpath / Latka 3‑Statement Prompt
Balance Sheet & Working Capital	Wall Street Prep step‑by‑step guide
Cash Flow & Scenario Analysis	Cube 3‑statement template (downloadable)

Charleston finance teams can pair a custom GPT‑style assistant with local counsel (for example, Parker Poe or regional law firms) to turn dense term sheets into an actionable, compliance‑aware checklist: feed the document into a tailored GPT workflow to extract economic terms, identify negotiable provisions, and produce a one‑page annotated checklist that maps each negotiated term to required approvals and a short South Carolina compliance note.

Using off‑the‑shelf GPT toolkits (see AI4Chat's GPTs for building custom assistants) enables rapid prototyping of these analyzers, while upskilling finance admins in prompt engineering helps embed the right prompts and review steps into daily workflows; follow model risk management best practices for Charleston firms to ensure auditability and supervisory readiness (AI4Chat GPTs for building custom assistants, prompt engineering training for finance administrators in Charleston, model risk management best practices for Charleston financial firms).

The result: faster triage of legal risk and a single, audit‑ready page that speeds negotiation decisions without sidelining counsel.

Charleston firms can cut days off receivable cycles by using a QuickBooks‑integrated “Invoice / Collections Email Composer” that turns transaction data and customer payment history into personalized reminder sequences - Intuit's Payments Agent and Intuit Assist can draft invoices from notes, emails, or photos and send automated, behavior‑tuned reminders that QuickBooks reports collect payments about 45% faster (roughly five days sooner) when used (QuickBooks Intuit Assist AI accounting agents); vendors and accounting tech providers are explicitly building AI features for personalized late‑payment outreach and workflow automation, a fit for Charleston SMBs that need faster cash flow without hiring more staff (Accounting Today: accounting tech vendors plans for 2024).

The practical payoff for local treasurers and controllers: fewer manual dunning calls, a consistent audit trail for collections, and a measurable reduction in DSO that directly improves local working capital and lending conversations.

Charleston finance teams can close the gap between suspicious ledger items and decisive action by pairing MXDR‑style monitoring with P&L anomaly detectors that watch transactions, logs, endpoints and cloud telemetry in real time; SISA's MXDR approach combines Agentic AI, Gen‑AI analysis, expert validation and SOAR‑driven remediation to monitor “every alert from your cloud, network, endpoint, and security systems” and act with precision (SISA MXDR real‑time anomaly detection), while CyberProof's MXDR playbook emphasizes AI‑powered transaction monitoring, adaptive playbooks and faster MTTD/MTTR so anomalous P&L spikes or fraud patterns are contained before they cascade into cash‑flow shocks (CyberProof AI‑powered fraud detection for banks).

The practical payoff for Charleston credit unions and fintechs: fewer false positives, automated containment steps, and a single, auditable alert trail that converts a flagged anomaly into a remediation ticket in minutes instead of hours - protecting deposits, reducing investigation costs, and keeping treasury conversations focused on recovery not forensics.

MXDR Capability	Operational Benefit
Cross‑telemetry anomaly detection (cloud, network, endpoints)	Catch linked fraud patterns that single‑system rules miss
Gen‑AI analysis + expert validation	Reduce false positives while improving detection accuracy
SOAR‑driven automated remediation	Shorten MTTD/MTTR and produce an auditable response workflow

Charleston finance teams can use Nathan Latka's concise “Cash Flow Forecaster” prompt to turn ledger exports and SaaS KPI tables into a 6‑month cash‑flow forecast and a runway chart that makes cash availability tangible for boardrooms, lenders, and investors - Latka's Top 400 prompts explicitly include “Generate a cash flow forecast for the next 6 months,” while complementary prompts like “Cash Burn Forecaster” produce runway charts from current burn assumptions (Nathan Latka Top 400 AI Prompts for Business - cash flow forecasting prompt).

Pairing those prompts with churn and MRR analytics improves forecast accuracy because churn drives monthly cash expectations and reinvestment decisions (SaaS churn metrics and cash-flow forecasting guide).

The practical payoff: a repeatable AI prompt workflow that delivers a single, board‑ready runway figure in minutes, so Charleston CFOs can move faster from data clean‑up to negotiating term sheets or optimizing working capital.

Prompt	Primary Output
Generate a cash flow forecast for the next 6 months	6‑month cash‑flow projection + runway chart
Create a forecast chart of cash runway based on current burn rate	Burn‑based runway visualization for scenario planning

Founderpath's Nathan Latka prompts make it simple to generate a board‑ready SaaS metrics dashboard - asking AI to:

Create a SaaS metrics dashboard presentation (ARR, CAC, LTV, churn)

yields ready slides and charts (ARR, MRR movement, cohort LTV, LTV:CAC trends, churn drivers) that Charleston finance teams can reuse for investor calls, board packs, and lender conversations; the same playbooks that list 28 SaaS metrics (ARPU, CAC, LTV, NDR) show how to standardize KPIs across decks so local firms compare apples‑to‑apples when benchmarking regional peers (Founderpath top AI business prompts for SaaS dashboards, Founderpath company metrics on GetLatka for benchmarking).

So what: instead of stitching multiple reports, a single AI prompt can produce the ARR/CAC/LTV/churn slide and accompanying cohort visuals in under an hour, turning scattered spreadsheets into one concise story for Charleston boards and investors.

Chart / Visualization	Purpose
ARR / MRR summary	Show revenue scale and recent growth
LTV by cohort	Assess customer value over time
CAC & LTV:CAC trend	Evaluate unit economics and payback
Churn drivers & MRR movement	Identify retention risks and growth sources

QuickBooks' new Accounting Agent automates the tedious parts of month‑end: it auto‑categorizes transactions, pre‑matches and reconciles bank lines, and surfaces anomalies with trend graphs and a transaction‑level “see detailed report” so accountants and Charleston controllers can jump straight to the single entry that caused a variance instead of sifting spreadsheets - features rolling out with the July 2025 Intuit Assist release (QuickBooks innovations and AI agents overview).

In practice, the tool embeds anomaly detection into P&L and balance sheet reviews, gathers context for unclear transactions, and creates a shareable PDF or client‑request workflow that shortens the “book review” phase and speeds the close without losing accountant oversight (Insightful Accountant Accounting Agent deep dive); the net result for Charleston firms is fewer late reconciliations, cleaner audit trails, and more time for advisory work that improves cash‑management decisions.

Feature	What it does	Charleston payoff
Auto categorization & matching	Sorts transactions and suggests matches	Faster month‑end, fewer miscategorizations
Anomaly detection	Flags outliers with root‑cause detail	Pinpoint investigation, reduced audit time
Client clarification workflow	Requests context and captures responses	Cleaner records and faster reconciliations

“Intuit AI bridges the gap in collaborative client work, helping us speed up the close process without sacrificing accuracy - a dream come true for accountants and business owners.” - Jan Haugo‑Vuicich

Charleston founders and finance teams can use Nathan Latka's “Investor Update Email” prompt to convert this month's KPIs, churn or MRR movements, and one‑line asks into a tight, investor‑grade email plus a one‑page executive summary that leads with progress, calls out challenges, and ends with a clear capital or support request; Latka's Top 400 prompts provide ready templates for “Investor Highlights Pack” and “Automated KPI Update Tool” to standardize cadence and reduce back‑and‑forth, while Founderpath's mega‑prompt shows how the same inputs can be expanded into full investment memos in hours - reportedly writing 10‑page memos and executing decisions in 24 hours - so local teams can move from raw spreadsheets to an actionable update that primes investor conversations instead of creating follow‑ups (Nathan Latka Top 400 AI Prompts for Investor Updates, Founderpath AI Investing Mega‑Prompt for Investment Memos).

The practical payoff: one repeatable prompt workflow that delivers a concise update plus a one‑page executive summary, shortening investor response time and keeping Charleston fundraising discussions focused on milestones and asks.

Email / Summary Section	Latka Prompt / Output
Lead: 1‑sentence status	Investor Update Email - month's progress & challenges
KPIs snapshot	Investor Highlights Pack - KPI bullets for investors
Risks & mitigation	Board Summary Bullets / Risk callouts
Ask / next steps	Automated KPI Update Tool - clear funding or support ask

Charleston firms should treat the South Carolina AI Strategy as a governance roadmap: align pilots to the state's three Ps (Protect, Promote, Pursue), register governance with the proposed Center of Excellence and AI Advisory Group, and require model‑risk controls and audit trails before production rollout - start by selecting one high‑value pilot (cash‑flow forecasting, term‑sheet analysis, or P&L anomaly detection) that produces a single, auditable runway or remediation ticket for board review rather than multiple conflicting spreadsheets; this turns AI from a novelty into a board‑ready tool.

Operational next steps: (1) map use‑cases to the Admin's guidance and legal checks (South Carolina AI Strategy - Protect, Promote, Pursue guidance), (2) enforce model risk management and documentation standards (Model risk management best practices for Charleston financial services firms), and (3) upskill finance and compliance teams through targeted training such as the 15‑week AI Essentials for Work program so staff can own prompt design, validation, and vendor oversight (Nucamp AI Essentials for Work - Register for the 15‑week program).

Following this sequence preserves fiduciary controls, shortens board prep, and makes pilot results procurement‑ready for scale.

AI Essentials for Work - Detail	Info
Length	15 Weeks
Courses	AI at Work: Foundations; Writing AI Prompts; Job Based Practical AI Skills
Cost (early bird)	$3,582 (paid in 18 monthly payments)
Registration / Syllabus	Nucamp AI Essentials for Work - Register & Syllabus