Work Smarter, Not Harder: Top 5 AI Prompts Every Finance Professional in Wichita Should Use in 2025
Last Updated: August 31st 2025

Too Long; Didn't Read:
Wichita finance teams in 2025 can boost productivity using five AI prompts - Cash Flow Optimizer, Scenario Planning Assistant, Month‑End Close Checklist, AR Prioritization, and Board Deck Generator - unlocking same‑day ROI, faster closes, improved collections, and data-driven forecasts amid a $391B global AI market.
Wichita finance teams juggling tight budgets, local supply-chain shifts and fast-moving board requests should treat AI prompts as practical workhorses in 2025: prompts can automate routine reporting, surface driver-based insights, and enable near real‑time scenario planning that frees analysts for higher‑value decisions - exactly the shift described in the FP&A Trends article on AI reshaping FP&A (FP&A Trends: transforming FP&A from reporting to real‑time scenario planning).
With the global AI market valued at $391 billion in 2025 and adoption accelerating across finance and banking, Wichita teams can capture outsized productivity gains by learning prompt design and governance (see 2025 global AI market data and trends) - a practical skillset taught in Nucamp's AI Essentials for Work bootcamp registration, which focuses on writing effective prompts and applying AI across core business functions so local finance pros can work smarter, not harder.
Bootcamp | AI Essentials for Work |
---|---|
Description | Gain practical AI skills for any workplace; learn tools, prompts, and apply AI across business functions. |
Length | 15 Weeks |
Cost (early bird) | $3,582 |
Syllabus | AI Essentials for Work syllabus (15-week) |
Registration | Register for the AI Essentials for Work bootcamp |
“As we look to the future, gen AI's capacity to process vast amounts of data could significantly enhance our fraud models.” - Don Hobson, Visa CIO
Table of Contents
- Methodology - How we chose these top 5 prompts
- Cash & Treasury management - "Cash Flow Optimizer" prompt
- Forecasting & scenario planning - "Scenario Planning Assistant" prompt
- Month-end/close and audit readiness - "Month-End Close Checklist" prompt
- AR/AP optimization and collections - "AR Prioritization & Collections" prompt
- Executive and board reporting - "Board Deck Generator" prompt
- Conclusion - Getting started and next steps for Wichita finance professionals
- Frequently Asked Questions
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Methodology - How we chose these top 5 prompts
(Up)Selection prioritized prompts that deliver fast, practical value for Kansas finance teams: local relevance (manufacturing and higher‑ed use cases common in Wichita), proven execution in real workflows, and low friction to deploy.
Sources such as Concourse's library of 30 AI prompts for finance teams informed the emphasis on cash, forecasting, AR/AP and audit prep - areas Concourse shows can produce board‑ready outputs and even go live in minutes with same‑day ROI (Concourse library: 30 AI prompts for finance teams).
Local signals mattered too: Wichita State's always‑on WuBot demonstrates how conversational agents can serve 24/7 operational needs for campus stakeholders (Wichita State WuBot 24/7 chatbot for campus stakeholders), while Deloitte's Smart Factory in Wichita highlights where prompt-driven analytics can accelerate digital transformation for area manufacturers (Deloitte Smart Factory Wichita: prompt-driven analytics for manufacturers).
In practice, prompts were scored for measurable impact, ease of integration with ERPs and treasury systems, and alignment with local talent pipelines - so the top five chosen here map directly to the everyday priorities Wichita finance teams face, from liquidity to month‑end narratives.
Cash & Treasury management - "Cash Flow Optimizer" prompt
(Up)Cash & treasury teams in Wichita can turn a messy AR aging and vendor stack into a practical playbook with Nilus's “Cash Flow Optimizer” prompt: instruct the agent to act as a senior treasury analyst and it will produce a prioritized, analytical snapshot of the top 10 customers most likely to pay and a vendor-pay heatmap broken into “on-time,” “+5 days late,” “+10 days late,” and “+20 days late,” plus concise tips to improve working capital (Nilus 25 AI Prompts for Finance Leaders article).
When connected to ERP, bank feeds or AR/AP systems - as Concourse demonstrates, agents can refresh short-term liquidity and present a board-ready cash position in minutes (Concourse guide: 30 AI prompts for finance teams) - making cash forecasting a proactive tool, not a spreadsheet scramble, consistent with J.P. Morgan's cash forecasting best practices for midsize businesses (J.P. Morgan midsize business cash forecasting guide).
For Wichita treasurers, the result is a color-coded to-do list for collections and payments that frees analysts to negotiate terms, not chase PDFs.
Prompt | Expected output | Files to attach |
---|---|---|
Cash Flow Optimizer (act as Sr. treasury analyst) | Analytical snapshot of collection levers, vendor pay recommendations, and working capital tips | AR/AP aging reports and current cash balances (recommended) |
Forecasting & scenario planning - "Scenario Planning Assistant" prompt
(Up)A "Scenario Planning Assistant" prompt turns static forecasts into a living decision tool Wichita finance teams can use to stress‑test budgets, quantify outcomes and define pre-set trigger points for action - building best, base and worst-case models, running probability-weighted or Monte Carlo simulations, and outputting clear P&L and cash impacts in minutes.
By guiding the agent to assemble cross‑functional assumptions, prioritize 5–7 critical drivers, and generate narrative "what‑if" stories, the assistant helps finance lead faster, evidence‑based decisions instead of scrambling during surprises; Drivetrain calls this a disciplined, repeatable process and offers a practical checklist for embedding scenario planning into cadence and governance (Drivetrain scenario planning best practices for strategic CFOs).
When connected to live GLs or a conversational forecasting layer - like the Datarails FP&A assistant demonstration - teams in Wichita can refresh rolling forecasts and surface early warnings that protect liquidity and reveal upside opportunities long before the next board meeting (Datarails conversational FP&A forecasting assistant demo).
“Effective scenario planning isn't ad-hoc brainstorming - it's a disciplined, repeatable process that transforms uncertainty from a threat into a strategic advantage.” - Kirk Kappelhoff, Drivetrain Director of Strategic Finance
Month-end/close and audit readiness - "Month-End Close Checklist" prompt
(Up)Wichita finance teams facing tight deadlines and patchwork systems can turn month‑end from a dreaded “fire drill” into a repeatable, audit‑ready routine by using a Month‑End Close Checklist prompt that drives the 10 essential steps: gather incoming funds, update AP/AR, reconcile bank and cash balances, review inventory and fixed assets, post accruals and adjustments, run variance analysis, and compile final statements - precisely the workflow Prophix 10-Step Month-End Close Checklist best practices (Prophix 10-Step Month-End Close Checklist best practices).
Embed automation to collect ledgers, match transactions and surface anomalies so reconciliations happen earlier and errors don't cascade; Paystand month-end close process guide and NetSuite best practices to speed month-end close both show how integration and AI‑assisted matching reduce manual work and speed the close while leaving a cleaner audit trail (Paystand month-end close process guide, NetSuite best practices to speed month-end close).
The practical payoff is tangible: fewer late nights chasing receipts and a crisp, board‑ready packet that tells the month's cash story in clear numbers - not buried in spreadsheets.
Checklist item | Why it matters | Files to attach |
---|---|---|
Gather incoming funds | Ensures revenue and cash receipts are recorded | Bank statements, payment remittances |
Reconcile AP/AR & bank | Detects discrepancies and prevents misstatements | AP/AP aging, GL extract, bank statements |
Variance analysis & adjustments | Explains month‑over‑month movements for stakeholders | P&L, budget vs. actual, supporting journals |
Compile reports & archive | Creates audit trail and board‑ready deliverables | Final statements, workpapers, supporting docs |
AR/AP optimization and collections - "AR Prioritization & Collections" prompt
(Up)AR Prioritization & Collections
For Wichita finance teams, an “AR Prioritization & Collections” prompt turns a static AR aging report into an action engine: instruct the agent to ingest the aging file, score customers by exposure and days past due, and produce a ranked worklist with suggested touchpoints - friendly reminder, structured payment plan, early‑pay discount, or escalation - so collectors focus on the handful of accounts that move the cash needle instead of chasing every invoice.
Start by automating a clean aging report (see HighRadius for what belongs in that report), present it with consistent, color‑coded aging buckets and clear totals for each customer (a layout Brex recommends), and run the prompt weekly to refresh priorities and collectability signals; automation and regular cadence are the levers Tabs highlights for faster, more reliable collections.
The practical payoff is immediate: a dashboard that turns dozens of overdue lines into a short, prioritized to‑do list so staff spend time negotiating remits, not re-formatting spreadsheets.
Aging bucket | Priority action |
---|---|
Current (0–30 days) | Automated reminders, monitor trends |
31–60 days | Phone outreach, offer payment options |
61–90 days | Escalate to senior collections, tighten terms |
90+ days | Assess write‑off, legal/collection agency referral |
Executive and board reporting - "Board Deck Generator" prompt
(Up)For Wichita CFOs and finance leads, a "Board Deck Generator" prompt is the secret weapon for turning scattered KPIs and frantic slide building into a calm, strategic pre-read: instruct the agent to draft a high‑level financial summary slide that highlights revenue trends, cash runway, burn rate and top financial risks (Nilus Board Deck Generator AI prompt produces a templated slide plus optional deep‑dive appendices Nilus Board Deck Generator AI prompt); pair that output with a proven structure - like Cube's Ultimate Quarterly Board Deck template - to ensure consistent sections for CEO update, financial performance and the appendix so boards focus on decisions, not details (Cube quarterly board deck template for finance).
Embed the prompt in a four‑week prep cadence, automate fresh KPIs from your systems, and you'll have a one‑page runway slide that can instantly reframe the meeting (no late‑night slide crunching required); tools that keep data connected and refreshable - Aleph-style automation - make that “hit refresh” workflow realistic for Wichita organizations juggling manufacturing, higher‑ed and regional services (Aleph board meeting prep and automation best practices).
“We've got a lot of things connected in Aleph, and we have it set up so we just need to hit refresh. This is especially great when things change in your tech stack. We just went through a migration from QuickBooks online to Rillet, and we were able to keep our entire board structure and monthly reporting cadence the same in Aleph. This prevented us from having to rebuild a bunch of reports. Plus, we can dig into the metrics by simply double-clicking on them in Aleph. If we need to build in some tier two metrics to support the narrative, Aleph makes it very easy to put those together.” - Chris Brubaker, VP of Finance at Postscript
Conclusion - Getting started and next steps for Wichita finance professionals
(Up)Ready to move from curiosity to action? Wichita finance teams should start small - pick one high‑value prompt (cash position, AR prioritization, or a board‑ready liquidity slide), iterate using the SPARK steps from finance prompting playbooks, and test it against live data; local guidance on crafting effective prompts is available from Wichita State's prompt engineering guide for crafting effective AI prompts (Wichita State Prompt Engineering Guide - Crafting Effective AI Prompts).
For fast proof points, deploy a connected agent or prompt library such as Concourse's finance prompts to refresh forecasts and surface exceptions quickly (teams can go live and see same‑day ROI) (Concourse Finance AI Prompts - 30 AI Prompts for Finance Teams), then scale governance and documentation as outputs prove reliable.
For teams seeking structured upskilling, Nucamp's AI Essentials for Work bootcamp teaches prompt writing and practical AI workflows across business functions - an approachable 15‑week path that helps finance pros move from one-off wins to repeatable, auditable workflows (AI Essentials for Work bootcamp registration - Nucamp).
Treat prompts as a skillset: iterate, instrument, and embed them into cadence so the next board packet is driven by insight, not midnight spreadsheet wrangling.
Program | AI Essentials for Work |
---|---|
Description | Gain practical AI skills for any workplace; learn tools, write prompts, and apply AI across business functions. |
Length | 15 Weeks |
Cost (early bird) | $3,582 |
Syllabus | AI Essentials for Work syllabus - 15-week program |
Registration | AI Essentials for Work registration - Enroll now |
Frequently Asked Questions
(Up)What are the top 5 AI prompts Wichita finance professionals should use in 2025?
The article highlights five practical prompts: 1) Cash Flow Optimizer (senior treasury analyst) for prioritized collections and vendor-pay heatmaps; 2) Scenario Planning Assistant for best/base/worst-case forecasts and Monte Carlo simulations; 3) Month‑End Close Checklist to drive a 10‑step, audit‑ready close; 4) AR Prioritization & Collections to score receivables and produce a ranked collections worklist; and 5) Board Deck Generator to create a board‑ready financial summary slide with appendices.
How do these prompts deliver measurable value for local Wichita teams?
Selection prioritized fast, practical impact for common Wichita use cases (manufacturing and higher education). Expected benefits include faster, proactive cash forecasting and liquidity views, shorter month‑end cycles with cleaner audit trails, higher AR collection efficiency via prioritized worklists, scenario-driven early warnings to protect liquidity, and reduced time building board decks. Prompts were scored for impact, ERP/treasury integration ease, and alignment with local talent pipelines to maximize same‑day or quick ROI.
What systems and files should be connected or attached to get the best outputs from these prompts?
For optimal results connect prompts to ERPs, bank feeds, GLs, AR/AP systems and treasury tools. Recommended attachments: AR/AP aging reports and current cash balances for the Cash Flow Optimizer; GL extracts and driver assumptions for the Scenario Planning Assistant; bank statements, payment remittances, AP/AR aging and GL extracts for the Month‑End Close Checklist; clean AR aging files for AR Prioritization; and refreshed KPI exports or dashboards for the Board Deck Generator. Integration enables near‑real‑time refreshes and board‑ready outputs.
How should Wichita finance teams get started and govern AI prompt use?
Start small: pick one high‑value prompt (cash position, AR prioritization, or a liquidity slide), iterate using finance prompting playbook steps (e.g., SPARK), and test with live data. Use connected agent or prompt libraries for quick proof points, then scale governance - document prompts, data sources, validation rules and ownership. Upskill staff via structured programs (e.g., Nucamp's AI Essentials for Work) and reference local guides (Wichita State prompt engineering) to standardize prompt design and auditability.
Are there templates or best practices for crafting these prompts and embedding them into existing cadence?
Yes. Use role‑based instructions (e.g., “act as senior treasury analyst”), specify outputs (ranked lists, heatmaps, slide templates), and attach required files. Embed prompts into regular cadence - weekly AR runs, rolling forecast refreshes, four‑week board prep - and pair with proven templates like Cube's board deck structure or Prophix's 10‑step month‑end checklist. Leverage prompt libraries (Concourse, Nilus examples) and local automation tools (Aleph, Datarails) to make outputs refreshable and repeatable.
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Ludo Fourrage
Founder and CEO
Ludovic (Ludo) Fourrage is an education industry veteran, named in 2017 as a Learning Technology Leader by Training Magazine. Before founding Nucamp, Ludo spent 18 years at Microsoft where he led innovation in the learning space. As the Senior Director of Digital Learning at this same company, Ludo led the development of the first of its kind 'YouTube for the Enterprise'. More recently, he delivered one of the most successful Corporate MOOC programs in partnership with top business schools and consulting organizations, i.e. INSEAD, Wharton, London Business School, and Accenture, to name a few. With the belief that the right education for everyone is an achievable goal, Ludo leads the nucamp team in the quest to make quality education accessible