Put AI agents to work on financial analysis.
First Contact helps you get started with practical prompts and review tools made for finance work.
Future updates and versions of First Contact are included.
Why I wrote it
Finance work is already changing.
I used to spend entire weeks on a single credit memo. Reading piles of documents, entering data into spreadsheets, writing the analysis, then doing it all again for the next deal. It was draining.
That work looks different now. AI agents can take on more of the grunt work than they could five years ago. But it is hard to know where to begin with AI when you're already busy with work.
That is why I wrote First Contact: to give you a beginner-friendly AI guide and templates for financial analysis. It is based on my actual banking experience and research into Human-AI Collaboration.
I hope this guide gives you back the time to focus on the parts of the job you enjoy and that actually matter.
Who should read it
For people responsible for the numbers.
Think of it as a lightweight cheat sheet. You don't need coding or previous experience with AI agents.
- Financial Analysts
- Credit and Equity Researchers
- Finance Controllers
- CFOs
- Business Owners
What you get
42-page PDF guide
A practical introduction to AI agents in finance.
Editable prompt templates
Starting points for common analyst work.
Adaptation and Review Workbooks
Set up the task and check the AI's work.
Synthetic practice pack
Try the prompts with synthetic data.
How to use the Digital Package
Use it on your own work.
Use it as a quick reference when an analysis task comes up.
Upload the package to an AI chatbot, then ask follow-up questions or request prompt revisions.
Teach the concepts to your finance team.
Contact Ynovations for custom training and workshops for your finance team.
Ready to make your first agent-assisted financial analysis?
The complete digital package is $14.97 once, with future versions included.
Buy the Guide + TemplatesQuestions or feedback? Email [email protected].