The Vibe Analytics Guide for CFOs

Extract Data From Invoices

Upload your PDF invoices, receipts, or contracts, and let AI extract all the key fields for you. No templates or column setup needed — just ask, and Rows creates the dataset.

💡 Example prompt: Extract the supplier name, invoice number, date, total amount, and VAT amount.

• Prompt tip: Be specific on the datapoints you want to extract, e.g., “Also extract PO number and payment due date.”
• Workflow tip: Chain this with a table connected to your Bank account and streamline payments reconciliation.

Pull Transactions From Multiple Bank Accounts

Connect multiple accounts and ask AI to import transactions across banks. Rows will unify them in one table for consistent analysis.

💡 Example prompt: Give me all the transactions from my UBS and Santander accounts in the last 90 days.

• Prompt tip: You can type @Bank Account to directly connect to your bank account via Plaid.
• Workflow tip: Schedule a daily sync to have always-up-to-date data, and ask AI to add a column that classifies each transaction and summarizes totals against your budget.

Reconcile Payments With Invoices

AI cross-checks your bank data against invoices, marking those that have been paid. It handles small mismatches in descriptions or rounding differences automatically.

💡 Example prompt: Mark invoices as ‘paid’ when a match is found in the @Bank table using transaction description, invoice ref, amount, vendor name, and date.

• Prompt tip: Mention the existing tables with @. Be specific on the criteria used for the match: amount, description, and date.
• Workflow tip: Ask AI for a self-updating summary on a separate table, such as: “Show me all invoices still unpaid after 30 days.”

Calculate Department Profitability

AI isolates departmental expenses, classifies them, and computes each team’s P&L automatically.

💡 Example prompt: Filter transactions for the Marketing department, classify them into personnel, software, and ads. Use @Teams and @Revenues to calculate P&L.

• Prompt tip: Include as many categories as you need. Mention existing tables with @. If you have overhead cost, mention to allocate it correctly.
• Workflow tip: Generate a monthly summary to be shared with department heads.

Assign Transactions To Cost Centers

AI maps every transaction to the correct cost center. It can use your existing tags and apply them consistently across data imports.

💡 Example prompt: Classify all transactions in the @Bank accounts table using the cost centers in the @Suppliers table.

• Prompt tip: Be specific
• Workflow tip: Combine this with your supplier or invoice imports for a complete expense report.

Identify Declined Payments

AI connects to Stripe and identifies all failed transactions. You’ll get a live list of customers whose payments didn’t go through.

💡 Example prompt: From Stripe, return all payments with a ‘card_declined’ status in the last 30 days and set up a daily refresh.

• Prompt tip: Add a field to show the reason behind the decline.
• Workflow tip: Add a column with email or Slack notification whenever a new declined payment arises.

Generate Budget Variance Reports

Compare actual spending to your budget automatically — AI highlights where you’ve overspent or underspent.

💡 Example prompt: Classify transactions in the @Bank table using categories in @Budget, compare actuals vs. budget, and flag variances >10%.

• Prompt tip: Adjust the threshold according to your internal policies.
• Workflow tip: Add a column to trigger Slack alerts for overspent categories. You can use the formula: MESSAGE_CHANNEL_SLACK()

Summarize Vendor Spend

AI summarizes the spend by vendor and compares across periods. Quickly see which suppliers are taking the biggest share of your costs.

💡 Example prompt: Based on the transactions data in the @Bank account table, which vendors are we spending the most on this quarter vs last?

• Prompt tip: Mention a @Supplier table to give more detailed instructions to AI. Try “this quarter vs same quarter last year” for seasonality.
• Workflow tip: Ask AI to add a table and chart summarizing spending per week.

Get Live Daily Cash Position

Track all bank balances in real time. AI updates your cash position daily and builds a running log automatically.

💡 Example prompt: Import the balance of my Revolut and Chase accounts and create a log to track it every day.

• Prompt tip: Ask to add a separate table to show the cash trend over the last 30 days.
• Workflow tip: Combine this with a transactions table to highlight top inflows/outflows.

Try It in Rows

All these workflows can be done directly by clicking the AI Analyst bubble in the bottom-right corner inside Rows.

Discover more on our YouTube playlist dedicated to Finance use cases.

You can also connect integrations and perform any data manipulation, including executing Python scripts.

🎥 Watch it in action: