You’re trying to lock 2026's financial plan while the data, priorities, and assumptions keep changing underneath you.
Spreadsheets multiply, timelines shorten, and every stakeholder wants something slightly different from “the plan.”
In this guide, 5 ChatGPT Prompts to Accelerate 2026 Planning (Without Losing Your Mind), Tropic shares five CFO-ready prompts you can drop straight into ChatGPT to speed up planning without sacrificing rigor or control.
Rooted in how real finance and procurement teams work, these prompts help you pressure-test assumptions, align leaders faster, and turn AI into a practical copilot for your planning cycle, not a science experiment.
What this guide will help you master
This ebook is a set of plug-and-play prompts you can use today, here’s what you’ll walk away with:
- A strategic priority framework that separates “run the business” work from true, trajectory-changing bets for H1 2026.
- A revenue and expense gap analysis prompt to surface leakage, hidden inefficiencies, and the most actionable levers to close the plan.
- A scenario planning workflow for bookings that ties pipeline, win rates, and headcount into clear conservative, base, and aggressive cases.
- A stakeholder communication prompt to turn complex plans into crisp, audience-specific narratives for your board, leadership team, and department heads.
- A 12-month procurement transformation roadmap template that shows where automation and AI can unlock savings and speed without overwhelming your team.
You’ll also get a simple “cheat code” to help ChatGPT tailor these prompts to your specific company size, stage, and goals in a single pass, so your outputs feel like they were written for your business, not a generic template.
Is this guide for me?
If you’re a finance or procurement leader heading into another planning cycle and thinking, “There has to be a better way,” this guide is for you.
You’ll learn how to:
- Use ChatGPT as a force multiplier for FP&A, not a risk to your rigor.
- Quickly align leadership on priorities, trade-offs, and bets before you fight over line items.
- Spot budget leaks and underutilized spend, especially across your SaaS stack, before they derail Q1.
- Design scenarios, sensitivities, and comms that stand up to board-level scrutiny.
- Treat procurement as a strategic advantage, with AI helping you move faster while still controlling risk and compliance.
With the right prompts and a clear framework, you can turn 2026 planning into an opportunity to lead with clarity, speed, and confidence.
Download the guide and start planning smarter, not harder.