AI+ Financial Analysis
Read, Model and Present Financial Data with Confidence
Read it. Model it. Present it with confidence.
You've been asked to analyse the numbers — and you're not sure you can. You can read a P&L. You know what revenue means. But building a credible comparables table, running a scenario model, or presenting investment analysis to a board? That's where most non-finance professionals stop. This book gives you a reliable method: the SCOPE Framework, 38 prompt templates, and worked examples across trend analysis, benchmarking, modelling, and business cases. Built by an AI engineering firm for professionals who can do the thinking — and need a system that makes the analysis match.
- 28 prompt templates across every SCOPE step: data preparation, benchmarking, modelling, scenarios, business cases, and presentation
- The SCOPE Framework — a five-step analytical workflow from analytical question to decision-ready recommendation
- Trend and variance analysis — surface the patterns in your financial data and draft commentary that explains causes, not just movements
- Three-scenario modelling — build a credible base, upside, and downside model without a finance background
- The Five Questions — a due-diligence framework for interrogating any business case you didn't build
Non-finance professionals who regularly produce, commission, or present financial analysis — managers, consultants, operations leads, marketing directors, HR leaders, project managers, and entrepreneurs. Typically 5–20 years' experience in their field. Can read basic financial data (P&L, budget vs actual) but has never been trained to build analysis systematically.
Also for:Early-career professionals wanting to develop commercial credibility; founders and SME owners who do their own financial analysis; MBA students or business school learners building applied skills.
- Apply the SCOPE Framework to plan and execute any financial analysis task with AI assistance
- Source, prepare, and validate financial data for AI-assisted analysis
- Conduct trend, variance, and benchmarking analysis using AI tools
- Build simple financial models and scenario analyses to support decisions
- Present financial analysis findings as a clear, decision-ready narrative
- Diagnostic
- How ready are you to do financial analysis with AI?
- Chapter 1
- AI in Financial Analysis Right Now
- Chapter 2
- The SCOPE Framework
- Chapter 3
- Sourcing and Preparing Financial Data
- Chapter 4
- Trend and Variance Analysis
- Chapter 5
- Benchmarking and Comparables
- Chapter 6
- Simple Financial Modelling
- Chapter 7
- Scenario and Sensitivity Analysis
- Chapter 8
- Business Cases and Investment Analysis
- Chapter 9
- Presenting Financial Analysis
- Chapter 10
- Working Safely and Sustainably with AI in Financial Analysis
- Back matter
- Skill Summary · Recommended Next Reads · Glossary · Tool Reference
Built by an AI engineering firm for professionals who can do the thinking — and need a system that makes the analysis match.
