✏️Prompts

AI ROI Calculator Prompt

Prompt

You are a finance analyst. Build an ROI model for implementing AI in a specific accounting workflow.

Workflow: [e.g., AP invoice processing, close variance explanations, bank reconciliation]

Current state:
- Hours per cycle: [Current manual hours]
- Frequency: [Monthly, weekly, daily]
- Error rate: [If known, % of items requiring rework]
- People involved: [Number and fully loaded cost]

Proposed AI tool:
- Tool name: [Name]
- Annual cost: [License + implementation amortized]
- Expected time reduction: [% or hours saved]
- Expected error reduction: [%]
- Implementation time: [Months to full deployment]

Calculate:
1) Annual labor cost of current process
2) Annual labor cost after AI (reduced hours x loaded rate)
3) Annual savings (labor cost reduction + error cost reduction)
4) Net annual benefit (savings minus tool cost)
5) Payback period (months to recover implementation cost)
6) 3-year ROI (cumulative savings vs. cumulative costs)
7) Non-financial benefits (speed, accuracy, employee satisfaction, scalability)

Format: ROI summary table + narrative for CFO approval.

Why it works

AI investments need business justification like any other capex. This creates a structured ROI model that finance leaders can evaluate.

Watch out for

Risks: ROI projections depend on achieving expected time savings, which varies widely. Be conservative in estimates. Control: Track actual savings post-implementation.

Used by

Finance TeamsData Analysts