Process Multiple Receipts in One Batch Upload
Use this prompt when uploading a batch of 5–10 receipt images or PDFs in the same chat session where you already ran the single-receipt extraction prompt. It tells the AI to apply the same format to multiple documents at once.
The Prompt
Extract each receipt using the same format. Return one CSV row per receipt.
From the guide
How to use AI to turn a messy inbox of supplier invoices and receipts into a clean expense report without a bookkeeper →Related Prompts
Simulate a Tough Banker Interview With AI Feedback
Use this prompt after reviewing your Q&A prep sheet to simulate a real banker interview. Answer each question as you would in the actual meeting, and the AI will give you specific feedback on what landed well and what sounded weak or vague.
Rewrite a Loan Brief in Plain Business Language
Use this prompt after reviewing the AI-drafted loan brief if the language feels overly formal or generic. It produces a version that sounds more like you, which is important since you'll be handing it to a loan officer with your name on it.
Model Alternative Loan Structures for a Weak DSCR
Use this follow-up prompt if your initial DSCR calculation comes back between 1.0 and 1.25. It helps you model alternative loan structures and prepares you to address a weak coverage ratio before the lender raises it.
Prepare a Full Bank Loan Application Brief
Use this prompt at the start of your bank loan meeting prep session. Paste in your raw financial data — 12 months of revenue, monthly expenses, existing debt payments, loan amount requested, intended use of funds, and business assets — to get a DSCR calculation, a 5 Cs evaluation, a one-page loan brief, and a Q&A prep sheet in one response.