Syllexfin | AI Finance Prompts & Financial Analyst Learning Kits
2026 editions · Practical finance practice with fictional ₹ datasets — and AI prompts that show their working

Finance practice · AI-assisted workflows

Practise real analyst work. Use AI that shows its working.

Copy-ready AI prompts for finance, a hands-on 30-day analyst workbook, and a complete kit of case studies, interview prep and templates — built on fictional ₹ datasets you can check line by line.

By Sanchit Sakhuja

Cover of The AI Financial Analyst Kit case studies book Cover of 100 AI Prompts for Finance by Sanchit Sakhuja Cover of The 30-Day Financial Analyst Challenge by Sanchit Sakhuja
PROMPTS
100
DAYS
30
CASES
10
CHECKS
✓

01 · PROMPTS

Reusable AI prompts

100 finance prompt cards across 11 domains — fill the brackets, run, verify.

02 · PRACTICE

Hands-on analyst practice

30 daily challenges of 60–120 minutes, each with a worked example and answer key.

03 · MODELLING

Excel to valuation

SUMIFS, XLOOKUP and PivotTables through forecasts, scenarios, comps and DCF.

04 · VERIFICATION

Checks built in

Prompts tell the AI to use only your data, say “not provided” and list assumptions.

Why Syllexfin

Where finance learning usually stalls — and what you practise instead.

THE STALLYou ask AI a finance question and get a vague, confident answer you can't check.

INSTEADStructured prompts with a role, your data, a task, an output format, rules — and a “verify before you use” step.

THE STALLYou've read about ratios, forecasts and DCF, but never built one from raw numbers.

INSTEADEvery day follows Learn → See it done → Do it, with guided exercises and answer keys to check against.

THE STALLThe Excel works, but you can't say what the numbers mean for the business.

INSTEADWrite the “so what” sentence after every calculation — then turn it into KPI stories, memos and recommendations.

THE STALLScattered tutorials, and no finished project to show for them.

INSTEADA Day 30 capstone and 10 case studies designed to become portfolio pieces — labelled honestly as fictional data.

Cover of 100 AI Prompts for Finance — The Practical AI Playbook for Finance, Students and Professionals
prompt_047.txt · from the covercredit
ROLEYou are a credit analyst. CONTEXTFY24–FY26, ₹ crore, audited statements below. TASKLiquidity, leverage & cash-conversion ratios. OUTPUTTable + 3 red flags. RULESUse only my data. Say "not provided" if missing. VERIFYShow formulas.

PRODUCT 01 · PROMPT LIBRARY

100 AI Prompts for Finance

Brief AI the way you'd brief a junior analyst — then check every answer before you use it.

For commerce and finance students, CA / CMA / CFA aspirants, accountants, FP&A analysts, equity research learners, banking and credit professionals, and job seekers who want reusable prompts instead of retyping vague requests.

  • ✓100 prompt cards, each with a weak-vs-strong comparison, expected output, pro tip and verify step
  • ✓FINANCE framework — a seven-step method to write your own prompts
  • ✓Prompt Finder by role and difficulty
  • ✓4 worked examples showing a filled-in prompt and a good answer
  • ✓5 end-to-end workflows that chain prompts into deliverables
  • ✓Safety chapter with a 10-point verification checklist

11 DOMAINS COVERED

Prompting fundamentals Finance students Accounting Excel & financial modelling Financial analysis Annual report research Equity research FP&A & budgeting Banking & financial services Data analysis Finance careers
STEP 1Pick one real task from your week.
STEP 2Find the prompt in the Finder; fill every [BRACKET].
STEP 3Run it, do the card's verify step, save your version.

WHAT YOU'LL GET

One PDF e-book (76 pages, A4) with clickable contents and bookmarks for all 100 prompts — plus a 15-minute Quick Start, the Finance AI Toolkit with a 30-day roadmap, and a Prompt Library Tracker.

Digital product (PDF). Your download is available after successful payment.

PRODUCT 02 · 30-DAY WORKBOOK

The 30-Day Financial Analyst Challenge

Thirty days. One fictional company. Analyst outputs you build yourself and check against a model answer.

You follow Kestrel Home Appliances Ltd from Day 1 to Day 29 — as accountant, Excel modeller, budget owner, valuer and decision-maker — then complete a full analyst project on a second company, Tarang Organics, on Day 30. Each day takes 60–120 minutes.

Finance & commerce students Commerce graduates Aspiring financial analysts Entry-level professionals Working finance professionals

Two pathways: Beginner (rebuild every worked example cell by cell) and Working professional (independent challenge first, then professional upgrade panels).

Cover of The 30-Day Financial Analyst Challenge — From Finance Fundamentals to Excel, Forecasting, Financial Modelling and AI-Powered Analysis
Workbook page 8: How to use the challenge — daily format, panel guide and roadmap Workbook page 31: Day 8 worked example cleaning a dealer payments export in Excel

The 30-day roadmap

7 PARTS · KEY OUTPUT PER STAGE

  1. DAYS 1–5Finance foundationsRatio analysis of Kestrel FY24–FY26
  2. DAYS 6–10Excel & data analysisClean dataset, PivotTables, KPI table
  3. DAYS 11–15Business performanceOne-page company performance review
  4. DAYS 16–20Budgeting & forecastingBudget, variance report, forecast, scenarios
  5. DAYS 21–25ValuationComps table, DCF, sensitivity, analyst memo
  6. DAYS 26–29Automation & communicationAI workflow, dashboard, management report
  7. DAY 30CapstoneComplete analyst project on Tarang Organics

EVERY DAY

1 · Learn — objectives, time estimate, why it matters, the concept.

2 · See it done — worked calculations, exact Excel formulas, interpretation.

3 · Do it — guided exercise, independent challenge, deliverable, AI prompt, self-assessment.

WHAT YOU'LL PRACTISE

  • Reading and linking the three statements; growth, margin, liquidity and return ratios
  • SUMIFS, COUNTIFS, XLOOKUP, data cleaning and PivotTables
  • Budgets, variance analysis and driver-based forecasts
  • Base, upside and downside scenarios with sensitivity tables
  • Comparable-company analysis and a simple DCF
  • Executive dashboards, analyst memos and safe AI use

WHAT YOU'LL GET

One PDF workbook (95 pages, A4) with printed datasets, 20+ copy-ready AI prompts, answer keys, a capstone model solution, spaced review quizzes, quick-reference formulas, reusable templates, a glossary and a self-assessed completion certificate.

The certificate is self-assessed and is not a professional qualification.

₹ 349 Start the Challenge

Digital product (PDF). Your download is available after successful payment. Spreadsheet software required — see FAQ.

PRODUCT 03 · THE COMPLETE COLLECTION

The AI Financial Analyst Kit

Both e-books, plus four resources only available in the Kit: case studies, interview prep, a cheat sheet and a resume template.

For learners who want the whole path in one download — structured learning, a prompt library for everyday tasks, ten more realistic cases to practise on, and materials for the job search that follows.

FILES
6 PDFs
PAGES
280
DELIVERY
1 ZIP
Cover: 100 AI Prompts for Finance
E-BOOK · 76 PAGES

100 AI Prompts for Finance

Your everyday prompt library for analysis, Excel, research and careers.

Cover: The 30-Day Financial Analyst Challenge
WORKBOOK · 95 PAGES

The 30-Day Financial Analyst Challenge

The structured programme: 30 days, answer keys and a capstone.

Cover: The AI Financial Analyst Kit — 10 Practical Case Studies
KIT ONLY · 60 PAGES

10 Financial Case Studies

From forensic statement review to DCF, credit and a CFO dashboard — fictional datasets, Excel-ready tables, 10 Claude prompts and full worked solutions.

Cover: 50 Finance Analyst Interview Questions
KIT ONLY · 40 PAGES

50 Finance Analyst Interview Questions

20 technical, 15 scenario, 10 behavioural, 5 brainteasers — model answers, what's being tested, common mistakes, plus mock-interview prompts.

First page of the Finance Analyst Cheat Sheet
KIT ONLY · 8 PAGES

Finance Analyst Cheat Sheet

Printable reference: statements, ratios, Excel formulas, valuation, accounting terms and AI prompts.

Financial Analyst Resume Template page
KIT ONLY · 1 PAGE

Financial Analyst Resume Template

Fill-in template with project lines for case-study work — clearly marked as fictional data.

STANDALONE OR KIT?

Buy one e-book if you only need a prompt library or only want the 30-day programme. Choose the Kit if you want both, plus the case studies, interview questions, cheat sheet and resume template — those four are not sold separately.

PRICE COMPARISON

The two e-books bought separately: {{ pricePrompts }} + {{ priceChallenge }} = {{ bundleSum }}. The Kit: {{ priceKit }}, including both plus four Kit-only resources.
₹ 699 Get the complete Kit

Digital product: one ZIP file containing 6 PDFs. Your download is available after successful payment.

CHOOSE YOUR STARTING POINT

Which one fits you?

PROMPT LIBRARY

100 AI Prompts for Finance

Purpose
Get structured, checkable AI help on finance tasks
Best for
Students and professionals already working on tasks
Learning style
Reference — dip in by role, task or difficulty
Main contents
100 prompt cards, Prompt Finder, 5 workflows, 4 worked examples
Files
1 PDF · 76 pages
Price
₹ 149
Start with prompts
30-DAY WORKBOOK

The 30-Day Financial Analyst Challenge

Purpose
Build analyst skills step by step through daily practice
Best for
Learners who want a structured programme and a capstone
Learning style
Sequential — 30 days, 60–120 minutes each
Main contents
30 daily challenges, datasets, answer keys, capstone, 20+ prompts
Files
1 PDF · 95 pages
Price
₹ 349
Start the Challenge
BROADEST COLLECTION
COMPLETE KIT

The AI Financial Analyst Kit

Purpose
Learn, practise more cases and prepare for interviews
Best for
Anyone who wants every Syllexfin resource in one place
Learning style
Programme + reference + case practice + career prep
Main contents
Both e-books + 10 case studies, 50 interview questions, cheat sheet, resume template
Files
1 ZIP · 6 PDFs · 280 pages
Price
₹ 699
Get the complete Kit

Why the Kit is marked “broadest”: it is the only option that includes both e-books and the four Kit-only resources. If you only need one of the e-books, the standalone version contains that book in full.

WHAT'S INSIDE

Real pages from the books.

Tap any page to enlarge it.

HOW IT WORKS

Three steps to your files.

  1. 01

    Choose your resource

    Pick the prompt library, the 30-day workbook or the complete Kit.

  2. 02

    Pay on secure checkout

    You're taken to the payment provider's checkout for that product. This website never sees or stores your card details.

  3. 03

    Download your files

    Once the provider confirms payment, you're returned to the download page for the product you bought.

S
Syllexfin FINANCE · AI · PRACTICE

Sanchit Sakhuja

Author · Syllexfin

ABOUT THE AUTHOR

“Most finance learners don't lack information. They lack practice with real analyst tasks, feedback on their work and a finished project they can show.”

Sanchit Sakhuja writes Syllexfin's resources as workbooks rather than textbooks: you build, check against a model answer, and use AI as a reviewer — not a replacement. The goal is simple: take a set of financial data and turn it into a clear, checked and defensible recommendation.

FAQ

Questions before you buy.

Finance and commerce students (BBA, B.Com, MBA), graduates preparing for financial analyst or FP&A roles, junior accountants and working professionals who want structured, hands-on practice and better AI prompts for finance tasks.

No. The Challenge has a beginner pathway that starts from basic accounting and limited Excel, and the prompt book opens with a 15-minute Quick Start and a fundamentals chapter. Later topics such as DCF and three-statement models are introductory but still take effort.

100 AI Prompts for Finance is a reference library you dip into for specific tasks — 100 prompt cards across 11 domains. The 30-Day Financial Analyst Challenge is a sequential programme you work through day by day, with datasets, worked examples, answer keys and a capstone. The Challenge includes 20+ prompts of its own; the prompt book is far broader on AI use.

Six PDFs in one ZIP file: 100 AI Prompts for Finance (76 pages), The 30-Day Financial Analyst Challenge (95 pages), 10 Financial Case Studies (60 pages), 50 Finance Analyst Interview Questions (40 pages), the Finance Analyst Cheat Sheet (8 pages) and the Financial Analyst Resume Template (1 page).

A PDF reader and a spreadsheet. Microsoft Excel is recommended; some functions such as XLOOKUP need a recent version, and the book shows alternatives (INDEX/MATCH, Google Sheets, LibreOffice Calc). An AI assistant is optional — use any reputable one your organisation permits. Some Kit prompts are written for Claude. Power BI is optional; the dashboard day can be done entirely in Excel.

After the payment provider confirms your payment, you are redirected to the download page for the product you bought. Keep your payment confirmation — it contains your order reference. [Confirmation-email delivery details — to be confirmed before launch.]

Yes — the e-books are PDFs (the Kit is a ZIP of PDFs) that you download and keep on your own device. Save them as soon as you download. [Re-download policy — to be confirmed before launch.]

No. These are educational resources. They do not guarantee interviews, job offers, promotion or any salary outcome, and they are not an accredited qualification. The Challenge's completion certificate is self-assessed and is not recognised by any professional body.

No. All companies and figures in the exercises are fictional. Valuations and memos are illustrative exercises — not investment, tax, legal, lending or accounting advice, and not a recommendation to buy, sell or hold any security.

Try another browser and check your downloads folder. The Kit is a ZIP file — on a phone you may need a files app to open it. If it still fails, email {{ supportEmail }} with your payment reference and the product name.

[Refund policy — to be added before launch.] See the Refund Policy page.

Your next finance project starts here.

Pick the resource that matches where you are now. Build the work yourself, check it, and let AI review — not replace — your thinking.

100 AI Prompts for Finance The 30-Day Challenge The complete Kit
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