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beginner·Finance & FP&A·1 hour

Finance SOP Generator from a Process Interview

A formal, control-aware SOP plus a one-page quick reference, with ambiguities surfaced as questions instead of invented steps.

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Recommended modelGPT-5.5 Instant

Strong at spreadsheets and structured financial data

What you need to fill in

[process, e.g., supplier onboarding][paste]

Tools used

ClaudeWord

The prompt

"I will describe (or paste a transcript of) how we actually perform [process, e.g., supplier onboarding] today, including the messy parts. Please turn it into a formal SOP with: 1. Purpose, scope, roles, systems used 2. Numbered step-by-step procedure with screenshots placeholders and decision points ('if X then Y') 3. Controls embedded at the right steps (who approves, what evidence is kept) 4. A one-page quick-reference version for new joiners 5. Open questions where my description was ambiguous — don't invent details Transcript/description: [paste]"
Open in ChatGPT

Sample output

**SOP-AP-003: Supplier Onboarding** (v0.1 draft) **Purpose:** Ensure new suppliers are validated before first payment. **Roles:** Requester (business), AP analyst, AP manager (approver). **Procedure** 1. Requester submits form F-12 with VAT ID and bank details 2. AP analyst validates VAT ID against VIES → *if invalid, return to requester (Control C1)* 3. Bank details confirmed via call-back to number on official letterhead — never the email (Control C2) ... **Open questions:** Who approves suppliers above 100k annual spend — AP manager or procurement director? What is the SLA for step 3?

Try with these tools

claudechatgptnotion ai
financeprocess-documentationsopinternal-controls

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