Library › Finance AI › Accountants

Run a three-way match and recommend hold or release

  • For Accountants
  • You practice Catching mistakes and made-up facts
  • Time about 5 minutes
  • Level Intermediate

About this exercise

You're an AP clerk with one invoice to check. Write a prompt for four plain-text lines starting "Quantity:", "Price:", "Amount:" and "Recommendation:". Each of the first three shows the math. The recommendation is exactly HOLD or RELEASE: our rule is to release only if billed quantity equals received quantity and the unit price is within 2% of the PO price. Under 90 words.

Common mistakes when you ask AI for this

  • Matching to the PO only. The AI checks invoice against PO and ignores the 90 received. Try: Add: "Compare billed quantity to received quantity, not just ordered."
  • Accepting the vendor note. The AI treats the price increase note as valid and passes the price. Try: Say: "Price must be within 2% of the PO price; a vendor note isn't an amendment."
  • Hedged verdict. The AI says 'consider a partial payment' instead of one word. Try: Ask for "Recommendation: HOLD or RELEASE, pick one".
  • Markdown extras. The AI adds bold labels, headings and a closing note. Try: Say: "Plain text, no bold. Output only the lines asked for."
  • Trusting the AI to count words. AI is bad at counting and runs past word limits. Try: Ask for fewer words than the real cap and keep each line short.

What a strong prompt includes

  • Names the four lines
  • States the release rule
  • Asks for math
  • Limits the verdict
  • Caps length

Practice this now ↑

Related exercises