Resources
Start Here to Get the Most from PayFlow CFO GPT
Formats, Upload Samples & Smart Prompts — Everything You Need to Feel Confident from Day One.
Spreadsheets That Work
Get inspired by clean, easy-to-read spreadsheet uploads. This is perfect for Excel, Google Sheets, or any structured file. You'll see exactly how to include balances, vendor names, and due dates.
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List Uploads That Keep It Simple
No spreadsheet? No problem. Here’s how to send your payment info in plain text — and still get accurate, smart insights from PayFlow CFO GPT.
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Tables with Clarity
Some business tools generate great-looking tables — but what matters is what’s in them. These examples show you how to structure data for maximum insight.
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Prompts to Talk to Your CFO GPT
Don’t know where to start? Use these sample prompts to ask PayFlow CFO GPT the right questions — and get instant clarity. It’s your CFO, ready when you are.
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