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Chapter 10 of 15

Numbers Without Fear

How to use AI to understand financial documents, build spreadsheet formulas, and present data with confidence.

In this chapter

Tools mentioned in this chapter

Google Sheets + Gemini

AI formula help and data analysis in Sheets

Microsoft Copilot

AI-assisted Excel formulas and financial summaries

ChatGPT

Financial document analysis and data storytelling

Prompts to use

Click any prompt to expand it, then copy and paste directly into your AI tool. Replace the bracketed placeholders with your specifics.

Here is [financial statement]: [paste]. Explain it in plain language. What's doing well, what's a problem, and what two or three numbers should I focus on?
I need a formula in Excel/Sheets that [does what]. My data has these columns: [describe]. What's the formula and how do I use it?
I need to present these numbers to [audience]: [paste]. Which three numbers matter most for them? Translate each into plain language and help me frame a coherent story.
I need to create a budget for [project / department / event]. Main cost categories: [list]. Help me build a simple framework I can fill in, with a column for forecast vs. actual.
Explain [financial concept — e.g., EBITDA, cash flow, gross margin] in plain language. Give me a simple example using numbers, then tell me when this number matters most.

Can't find the right prompt?

Ask your AI tool to write one for you:

"I need to [describe your goal in one sentence]. Write me a clear, specific prompt I can use to get the best possible result from an AI assistant."
View full prompt library →

Video tutorials

Curated videos to go deeper on the topics in this chapter.

Get the book

Productivity for Women

By Rachel Holt — Available in Kindle and paperback

Kindle — $9.99 Paperback — $17.99
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