AI won’t make your financial reports more effective

Tools like ChatGPT and Grammarly are great for catching typos, improving sentence structure, and ensuring grammatical accuracy. But here’s the problem: a grammatically perfect financial report can still be painfully dull. If you wrote a dull report, filled with jargon, passive sentences and unnecessary details then what you will get from AI is a polished, dull report. And if your report reads like a data dump, AI won’t fix that.

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Save time replying to emails and make your replies clearer at the same time

Most people reply to an email by hitting ‘reply’ and typing their answer to the sender’s questions at the top of the email thread (top-posting). This works OK for replies to short emails with a single request, but for longer emails,** try responding inline **instead. This means typing your response directly within the body of the email. Find the sentence you want to respond to, insert a new line (or two) and type your response of comment.

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Q: What has DeepSeek got to do with business writing?

A: Constraints lead to innovation. The scientists working for DeepSeek didn’t have the money and data centres filled with £30,000 microchips so they had to find a different way to build artificial intelligence models. They did it by asking better questions of the data rather than cramming more and more data through their processors (as I understand it, anyway). You can apply this approach to your writing. The most obvious constraint is time.

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Take the easy way

“Not everything that is more difficult is more meritorious.” So said Saint Thomas Aquinas. Let me paraphrase it: not every long document is worth the time it takes to write it and read it. Remember that when it comes to writing your next long-ish document. Think about whether you are making your job harder than it needs to be. Perhaps a short document will meet the need. Perhaps you can write in shorter sentences that take less effort for you to think up, and less effort for your reader to read.

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The video course “Writing about numbers” that I co-created is available from The School of unProfessional Writing.

The course covers topics such as

  • when to use financial terms and jargon
  • rounding numbers
  • creating tables and charts that make it easier for the reader to get your message.

Check it out at d.pr/hSAusx


Step 5: add some white space

Step 5 is fix the line length so that it is about 65 to 75 characters wide. Do it by widening margins and increasing font size. If you know how to change line spacing, set the body text to have line spacing of 120% or 130%. You’ve created white space and made the text readable So that was my 5-step process: Step 1: delete unnecessary paragraphs and sentences. Step 2: make sure the bottom line is up front.

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Step 4: strengthen the text

Step 4 is to remove adverbs and adjectives from what remains of your original draft. Use stronger verbs and nouns instead. Instead of checked carefully write scrutinised. You can find many of them by searching for “ly “. Better than that, there are various writing apps and web services that are better at highlighting the syntax in text, such as iA Writer and Hemingway Editor.

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Step 3: rewrite passive sentences

Step 3 is rewriting passive sentences into active ones. Or most of them, at least. You want sentences that are subject-verb-object. Not “25 invoices were tested” but “we tested 25 invoices.” Searching your text for “was” and “were” can help find your passive sentences. Also search for “It is” and “it was” and rewrite sentences that begin with those phrases. They are dummy subjects so change those sentences to start with the actual subject.

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Step 2: bottom line up front

This week I am going to release 5 short videos explaining how you can take one of your reports and make it more effective. Each day will be one step of a 5-step process. Step 1 was to cut out unnecessary paragraphs and sentences. Step 2 is to ensure bottom line is up front. The reader needs to know what the document is about. In just a sentence or two.

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This week I am going to release 5 short videos explaining how you can take one of your reports and make it more effective.

Each day will be one step of a 5-step process.

Step 1 is to cut out unnecessary paragraphs and sentences.

That means use a chainsaw not a scalpel.

A good place to look for unnecessary words is the opening. Often there is more background and context than the reader needs. They may need only 1 or 2 sentences to tell them what the report is about.

If you can’t bear to lose the words, keep the first draft for posterity and create a duplicate. Then edit the duplicate.




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