# Quarterly Financial Summary

> Turns boring balance sheets into a clear story about the company's health.

- Source: https://doutorai.pt/en/tools/quarterly-financial-summary
- Industry: Accounting
- AI tool: ChatGPT or Claude
- Site: Doutor AI (https://doutorai.pt/en) - AI tools for small businesses

## What it does
Most business owners do not know how to read a balance sheet. This tool turns the data into a short report in simple Portuguese, highlighting where the client is overspending, which adds value to your work as an advisor.

## How to use
1. Pull the main numbers for the quarter from your accounting software.
2. Paste the numbers into the prompt.
3. Generate the summary.
4. Send it to the client along with the quarter's official documents.

## Prompt (EN)
```
# ROLE  
As an experienced financial consultant, my role is to translate the financial data of the company into clear and actionable information for the entrepreneur in the field o…
```

The full prompt (PT + EN), ready to copy, is part of the Doutor AI **Pro** plan. [See plans →](https://doutorai.pt/en/pricing)

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Content by Doutor AI (https://doutorai.pt/en). When quoting, please cite the source: https://doutorai.pt/en/tools/quarterly-financial-summary