Revenue & Finance Prompts¶
Ask these in Claude or ChatGPT with CorpusIQ connected.
Cash Flow Health¶
What's blocking our cash flow right now? Show overdue invoices, upcoming bills, and available cash across all accounts.
Profit & Loss Snapshot¶
Give me a P&L for last month. Break down revenue by channel, COGS, and operating expenses. Compare to the prior month.
Revenue Trends¶
Show revenue trend over the last 6 months. Any channels declining? Which product lines are growing fastest?
Overdue Invoices¶
List all invoices past due by more than 15 days. Who owes the most? Flag anyone over 60 days.
Stripe MRR¶
What's our current MRR from Stripe? Break it down by plan, show churn rate, and highlight any accounts at risk.
Expense Audit¶
Show me the top 10 expense categories from QuickBooks this quarter. Any outliers or unexpected charges?
Custom¶
Combine any of these questions. CorpusIQ handles multi-source queries natively — just ask.