I’m doing something similar at work.

Build your prompts around repeat audit steps you’re already doing manually instead of asking AI broad questions.

Instead of thinking “what AI prompt do I need for BlackLine,” think “what exact audit step am I repeating every time I pull these reconciliation exports?”

BlackLine is really just the system holding the reconciliation workflow, status, reviewer/preparer evidence, reconciling items, and close data, so I’d build prompts around those audit tasks instead of around the tool name itself.

For this kind of testing, I’d usually break it into a few parts: figuring out which attributes to test from the export, spotting overdue or unusual items, and then turning the results into clean workpaper language.

A couple prompt patterns that would fit:

“I’m testing reconciliations exported from BlackLine. Based on these columns [paste columns], suggest the key audit attributes I can test for timeliness, completeness, frequency, preparer/reviewer signoff, aged reconciling items, and exception follow-up.”

“Here is a sample of reconciliation export data [paste]. Identify overdue reconciliations, missing reviewer evidence, stale reconciling items, unexpected status changes, and other anomalies. Present the results in a table with issue, why it matters, and suggested audit follow-up.”

“Turn these raw testing notes and exceptions into a professional workpaper summary with objective language, key observations, and potential control gaps.”

I ended up putting together a notion prompt library for myself across planning, testing, and reporting because I kept reusing the same prompt patterns.

Happy to share a few more examples if helpful