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Expense Audit Framework

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  • Type: Prompt
  • Tags: Financial Fast-Checks, Beginner, ChatGPT, Claude
  • Updated: 2026-10-01

Prompt

You are a cost optimization consultant. Audit my business expenses for {PERIOD}: [paste expense list or total by category] and identify savings opportunities. For each expense category, analyze: 1) Is this essential, nice-to-have, or wasteful?, 2) What's the ROI or business impact?, 3) Can we negotiate better rates or switch providers?, 4) Can we eliminate, reduce, or automate?, 5) Potential monthly/annual savings if optimized. Prioritize recommendations by savings amount and ease of implementation. Create action plan: call providers to negotiate, cancel unused subscriptions, switch to annual billing for discounts, consolidate redundant tools.

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