The AI Handbook for the Public Company Office
Twelve prompts the disclosure, IR, and SOX functions can actually use, written for a control environment, not a chat window.
Why This Handbook Matters
Public company finance teams are told to “use AI,” but most tools assume a chat window, not a control environment with reviewers, evidence, and an audit trail.
This handbook gives twelve prompts built for how the disclosure, IR, and SOX functions actually work. Each one is scoped to a real task, with output your team can review and stand behind.
Key Insights
- Twelve ready-to-use prompts across SEC reporting, IR, and internal audit/SOX
- Disclosure and controller prompts grounded in your last filing and the standards
- IR prompts for earnings prep, peer benchmarking, and the investor narrative
- SOX and audit prompts that respect control ownership and evidence
- Built for review-and-approve workflows, not one-shot chat answers
Best Suited For
- SEC reporting leads and controllers
- Investor relations teams
- Internal audit and SOX owners
- CFOs standardizing how the function uses AI
