Your A.I. CFO

Business Basics

Business Name

Industry

Years in Business

Approx. Annual Revenue

Financial Pain Points (Check All That Apply)

Understanding cash flow Budgeting for the year Knowing when I can afford to hire Spotting unusual expenses Pricing profitably Tax prep readiness Preparing for bank meetings Payroll management Reading a P&L

Other financial pain points

Continue to Page 2 → What You Want Your CFO To Watch & Your Goals

What You Want Your CFO To Watch

Top 3 financial metrics that matter most to your business

Financial questions that keep you up at night (be specific)

What does a GOOD month look like financially?

What does a BAD month look like financially?

Goals

Your #1 financial goal in the next 12 months (include numbers and a timeframe)

What would you do with an extra $2,000/month in profit? (This helps your CFO understand your real priorities)

Done with Pages 1 & 2? Print all pages to PDF → then follow Page 3 to build your AI CFO in ChatGPT.

BUILD YOUR A.I. CFO
IN CHATGPT

8 steps to create a Custom GPT that speaks plain English about your finances.

Your A.I. CFO doesn't replace your accountant — it helps you understand your numbers before you even get there. Upload your P&L, ask plain-English questions, and get real answers. Set it up once and use it monthly.

1

LOG IN TO CHATGPT → EXPLORE GPTs → + CREATE → CONFIGURE

Go to chat.openai.com. Click Explore GPTs in the sidebar, then + Create. Click the Configure tab. Requires ChatGPT Plus ($20/mo).

2

NAME IT: "[YOUR BUSINESS] CFO" OR "MY AI FINANCIAL ADVISOR"

Pick something you'll reach for when numbers feel overwhelming. Add a description: "Explains my finances in plain English and helps me make smarter money decisions."

3

PASTE YOUR INSTRUCTIONS

In the Instructions field, paste this:

"You are my CFO and financial advisor. You know my business, my financial pain points, and my goals."
"When I bring you numbers, help me understand them in plain English. Spot risks. Flag unusual patterns. Help me prepare for financial conversations."
"Never assume I know finance jargon — explain everything clearly."
"When I upload a P&L or spreadsheet, analyze it and tell me the 3 most important things I need to know."

4

UPLOAD THIS COMPLETED WORKSHEET AS A PDF

Under Knowledge, upload your completed Page 1. This gives your GPT your financial goals, pain points, and context so it doesn't give you generic advice.

5

UPLOAD YOUR MOST RECENT P&L, INCOME STATEMENT, OR BUDGET SPREADSHEET

Give it a real financial document to learn from. Don't have one? Export a report from QuickBooks, FreshBooks, or Wave. Even a simple Excel budget works.

Tip: Update this document monthly for fresh analysis.

6

OPTIONAL: CONNECT QUICKBOOKS VIA CHATGPT DATA ANALYSIS (REQUIRES PLUS)

ChatGPT Plus can analyze uploaded spreadsheets directly. Export from QuickBooks as CSV or Excel, then upload in-chat. No live connection needed — just fresh exports monthly.

7

SAVE → TEST WITH: "HERE'S MY P&L FROM LAST MONTH. WHAT ARE THE 3 THINGS I NEED TO PAY ATTENTION TO?"

Click Save, choose Only me. Then open your GPT, upload a real financial document, and ask it the test question. It should give you specific, plain-English insights — not jargon.

8

USE MONTHLY: PULL YOUR NUMBERS, UPLOAD, ASK FOR A PLAIN-ENGLISH SUMMARY

Block 20 minutes at month-end. Export fresh numbers, upload them, ask for your summary. Over time, your GPT will help you spot trends, catch problems early, and stop dreading the numbers.

STARTER QUESTIONS FOR YOUR A.I. CFO

"Here's my P&L — what do I need to know?"

"Help me prepare for a meeting with my bank/accountant"

"Am I on track to hit [goal] by [date]?"

"Is my pricing profitable? Here are my costs: [list]"

"Where am I spending money I shouldn't be?"

"What's my cash flow risk in the next 90 days?"

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Questions? Ask ChatGPT for help if you hit a snag! Want my team to build this FOR you? Email info@thebuyerinsider.com — $97 for this tool or the full AI stack setup (all five tools) for $397.

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Questions? Ask ChatGPT for help if you hit a snag! Want my team to build this FOR you? Email shawna@thebuyerinsider.com — $97 for this tool or the full AI stack setup (all five tools) for $397.

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