IT 筆記 : 利用生成式 AI分析物業管理《收支報表》
利用生成式 AI分析物業管理《收支報表》
根據不同對象編寫的《收支報表分析》提示語 :
1. 給物業管理人員 Property Managers
「請審閱《收入與支出報表》，並提供詳盡的營運分析。請指出成本壓力來源、表現不佳的收入項目，以及與預算的偏差情況，並提出具體可行的建議，以提升財務效率及服務質素。」
"Please review the Income and Expenditure Statement and provide a detailed operational analysis. Highlight areas of cost pressure, underperforming revenue streams, and any variance from budget forecasts. Offer actionable insights for improving financial efficiency and service delivery within the housing estate."
2. 給業主委員會或業主立案法團 For Owners' Committee or The Incorporated of Owners
「請概括《收入與支出報表》的主要財務結果，以便作出策略性決策。請關注收入來源的可持續性、支出異常情況及整體財政狀況，並就如何確保長遠財務穩健與資產保養提出建議。」
"Summarize the key financial findings from the Income and Expenditure Statement for strategic oversight. Focus on the sustainability of income sources, unexpected cost overruns, and overall financial health. Recommend high-level actions to ensure long-term fiscal responsibility and asset maintenance."
3. 給內部財務團隊
「請針對《收入與支出報表》進行逐項分析。請特別留意預算執行情況、成本效率比率、盈虧變化趨勢及任何潛在的會計異常，並以表格及圖表方式呈現完整的財務報告。」
"Conduct a line-by-line analysis of the Income and Expenditure Statement. Focus on budget compliance, cost efficiency ratios, surplus/deficit trends, and potential accounting anomalies. Provide a structured financial report with tables and charts where appropriate."
4. 給居民或租戶 General Residents or Tenants
「請用簡潔易懂的語言摘要《收入與支出報表》的重點，解釋收入來源、經費用途，以及最終有沒有盈餘或虧損。如有可能，請配合圖示說明，以協助居民了解管理費的運用情況。」
"Prepare a simplified summary of the Income and Expenditure Statement. Explain where income comes from, how funds were spent, and whether the estate operated at a surplus or deficit. Use plain language and visuals to help residents understand how their fees are being managed."
* 本文章部分採用生成式AI材料來編寫
延伸閱讀：
民政事務總署《廉潔有效樓宇管理- 業主立案法團財務管理指引》
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