Frank is most powerful when you ask it the right questions. The CFO Prompt Library is a curated reference of 170+ ready-to-use questions across every area of your finances, from cash flow and accounts receivable to industry-specific questions for construction, retail, restaurants, manufacturing, and more.
This article explains what the library covers, how to use it inside Frank, and the single most important rule for getting great answers.
Prompts Library: click here.
What is the CFO Prompt Library?
The CFO Prompt Library is a reference document organised into 24 categories. Each prompt tells you:
What to say to Frank: the exact question, ready to copy and use.
When to use it: the situation or decision that makes the prompt relevant.
What you should see: so you know if Frank has understood and responded correctly.
Categories include real-time cash and liquidity, burn rate, income and revenue, accounts receivable and payable, forecasting, what-if scenarios, hiring decisions, margins, and industry-specific sections for construction, retail, solopreneurs, manufacturing, restaurants, and bookkeeping practices.
How to Use the Prompts
Using the prompt library is straightforward:
Open the CFO Prompt Library and find the question that matches what you want to know.
Copy the prompt and paste it into Frank's chat.
Replace any placeholder in square brackets, such as [vendor name], [purchase price], or [time period], with your actual details.
Review the response against the What you should see column. If something looks off, add more context and ask again.
The prompts are starting points, not scripts. You can adjust the wording, change the time period, or combine two prompts into one question.
The Most Important Rule: Be Specific
Frank is your AI CFO. Like any AI, it gives better answers when your question is precise. The more context you include: the time period, the category, the comparison point, the level of detail, the more useful the response.
Vague questions leave Frank guessing about what you actually care about. Specific questions tell Frank exactly what to look for.
Here are a few examples of the same question asked two ways:
Vague: "Show me my expenses."
Frank will return a broad breakdown, but it won't know which period, which category, or what comparison you have in mind.
Specific: "Show me my top 5 expense categories for the last 3 months, compared to the same period last year."
Frank knows the time window, the scope (top 5), and the comparison point. The answer will be immediately useful.
Vague: "Is this equipment worth buying?"
Frank has no numbers to work with.
Specific: "I'm looking at buying a laser cutter for $28,000. It can process 12 jobs per hour vs my current 2 workers at $35/hr each. Does this make financial sense?"
Frank can now calculate the payback period, annual labour savings, and break-even utilisation, a real answer to a real decision.
What Makes a Prompt Specific?
A well-formed prompt for Frank typically includes some combination of:
What you want to see: a trend, a breakdown, a comparison, a forecast, a recommendation.
The time period: last 30 days, last quarter, year-to-date, last 12 months.
The dimension: by category, by department, by vendor, by customer, by location.
A comparison or benchmark: vs last month, vs the same period last year, vs budget.
Actual numbers: when asking about a scenario or decision, include the figures (price, rate, headcount, volume).
You don't need all five in every question, but the more you include, the less Frank has to guess, and the better the answer.
Avoid Ambiguity
Ambiguous questions produce ambiguous answers. A few patterns to avoid:
Undefined "recently": instead of "what happened recently?", say "what changed in the last 7 days?"
Undefined "a lot": instead of "which vendors cost a lot?", say "which vendors did I spend more than $5,000 with in the last 60 days?"
Missing context for decisions: if you're asking Frank to evaluate something (hire, purchase, price change), include the numbers. Frank can't assess what it can't see.
Summary
The CFO Prompt Library gives you 170+ questions to get started. To get the most out of them, be specific: include the time period, the dimension, and any figures that are relevant to your question. The more context Frank has, the more precise and useful its answer will be. If a response isn't quite what you needed, add more detail and ask again.