✏️Prompts

Build the report in the funder's format Prompt

Prompt

Build this quarter's financial report for [FUNDER NAME] in their format.

Grant period: [START DATE] to [END DATE]
This report covers: [QUARTER OR DATES]

Step 1. Map every expense below to the funder's budget lines. If an expense doesn't clearly map, list it separately as UNMAPPED instead of forcing it into a line.

Step 2. Fill in the funder's format exactly. For each line show: Approved budget, Spent this period, Spent to date, Remaining, % of budget spent.

Step 3. Read the numbers. Compare each line's % spent to the % of the grant period that has passed. Then:
- List any line spending faster than the grant period is passing. Estimate when it will run out at the current pace.
- List any line spending much slower, which may suggest an under-spend.
- If any line is on pace to run out before the grant ends, recommend whether to request a budget modification now, and say which lines could fund it.

Step 4. Write a 3–5 sentence summary of the report for our executive director.

Show your math. Use only the numbers I provide. If a number is missing, write [MISSING: what's needed] instead of estimating.

FUNDER'S REPORT FORMAT / LINE ITEMS:
[PASTE THE TEMPLATE OR LIST OF BUDGET LINES]

APPROVED GRANT BUDGET BY LINE:
[PASTE BUDGET]

SPENT IN PRIOR PERIODS (CUMULATIVE BY LINE):
[PASTE, OR WRITE "FIRST REPORT"]

THIS PERIOD'S EXPENSES FOR THIS GRANT:
[PASTE CLEANED EXPENSE ROWS]

Watch out for

Risks: AI can misapply funder rules or make math errors, and it only knows what you paste. Control: Your finance lead checks every total against the general ledger and makes all allowability and submission decisions.

Used by

Finance TeamsExecutives