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.
Inside
- 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
Who this is for
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.
You’ll be able to
- 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
What’s inside
- 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
How can AI help with financial analysis?
AI can help you prepare data, benchmark, model scenarios and draft variance commentary. You do the thinking, and the analysis matches it.
AI+ Financial Analysis gives you prompt templates for every step of the SCOPE Framework and the Five Questions for interrogating any business case you didn't build.
Built by an AI engineering firm for professionals who can do the thinking — and need a system that makes the analysis match.
