Accountant AI Plugin: All-in-One Skills, Prompts and Apps

Skills for accountants 17

• financial data interpreterReads your statements and ratios, then explains what changed, like why gross margin fell 3 points this quarter.
• cash flow management assistantBuilds cash forecasts and receivable schedules, for example a 13-week projection showing a July cash shortfall.
• financial reporting assistantPrepares and reviews statements for GAAP or IFRS, such as a consolidated balance sheet with the required disclosures.
• expense tracking and analysis assistantCategorizes and reconciles expenses from receipts and statements, like sorting 400 card charges into clean GL codes.
• budget forecasting assistantBuilds and refines budgets with scenarios, such as a best and worst case for next year's revenue.
• variance report for finance teamsBreaks actuals against budget into drivers, for example showing travel overspend came from two unplanned trips.

Plus a start-here assistant, the prompt library and the app builder, and for members the daily brief.

Ready-made prompts 290

• Financial Data Interpretation23 prompts, like Analyze Budget-To-Actual Variances
• Cash Flow Management3 prompts, like Forecast Cash Flow
• Tax Regulation Updates22 prompts, like Analyze International Tax Changes
• Budget Forecasting21 prompts, like Assumptions Identification for Budgeting
• Audit Preparation26 prompts, like Analyze Financial Data for Anomalies
• Financial Reporting22 prompts, like Accounting Standards Compliance Guidance
• Expense Tracking and Analysis19 prompts, like Analyze Expense Trends Over Time

Apps you can build with AI 4

• Receipt capture and expense data stewardship consoleBuild this to cut manual receipt entry while keeping a reviewable record of every extracted field for audit. Demo included.
• Document-to-spreadsheet extraction and expense stewardship consoleBuild this to move invoices into spreadsheets with a traceable path from source document to exported row. Demo included.
• Evidence-backed data analysis and reporting workspaceBuild this to shorten the path from question to reviewed report, with every figure linked to its source. Demo included.
• Accountant client intake portalBuild this to collect engagement details from clients in one form, so nothing is missing at kickoff. Demo included.

AI agents 12

In the download. An agent runs a whole recurring task for you, step by step, and asks you before anything important. Ask your AI: "Run the Cash Application Exception Agent". Each one also has a guided set-up with sample data on its page.

• Cash Application Exception AgentEvery receipt matched to the right invoices, with exceptions clearly explained.
• Revenue Recognition Evidence AgentEvery revenue schedule assumption is linked to signed, dated evidence.
• Intercompany Balance Investigation AgentIntercompany balances agree, with every difference explained.
• Forecast Assumption Refresh AgentForecast updates that are correct and explained.
• Year-End Tax Provision Rollforward AgentA deferred tax roll-forward in which every movement is tied to a transaction.
• Prior-Year Carryover Check AgentA verified carryover schedule where every prior-year balance rolls into the current return or has a written reason it did not
• Return Year-Over-Year Variance Review AgentA reviewed return where every large swing is explained by a document or a preparer answer
• Extension and Filing Deadline Control AgentEvery unfinished return has an approved extension and a supported payment estimate before the deadline
• Amended Return Opportunity AgentA short, ranked list of amendable items with refund estimates, each inside the window and worth the cost
• Capital Call Preparation AgentAccurate capital call notices whose amounts tie to the fund's needs and each investor's remaining commitment
• Early Payment Discount Capture AgentCapture the discounts worth taking before their windows close, without breaking cash limits.
• Accrual and Unvouchered Receipts AgentRecord received-not-invoiced costs in the right month with estimates that prove accurate.

Connections (MCP servers) 12

A guide in the download. A connection lets your AI work in an app you already use. You add only the ones you use: ask your AI "Which apps can you connect to?" and follow the steps on each connection's page.

• Xero MCP serverLets your AI look up and create Xero invoices, contacts, payments and reports for you.
• Box MCP serverLet your AI search your Box files, answer questions about them, and pull out details for you. Official. No install needed.
• Synder GL Importer for QuickBooks and XeroLet your AI import CSV or Excel accounting files into QuickBooks Online or Xero for you. Official.
• Excel MCP serverLet your AI assistant open and work inside real Microsoft Excel on your Windows PC.
• Odoo 19 MCP serverLet your AI look up, add, and update records in your Odoo 19 company system for you.
• Google Sheets MCP serverLets your AI read, write, and format your Google Sheets for you, right from the chat.
• Outlook Attachment Reader MCP serverLet your AI open and read the files attached to your Outlook emails, and send local files as drafts.
• 1C:Enterprise MCP serverLets your AI read and update data in your 1C:Enterprise ERP system, all from a chat.
• Odoo MCP serverLet your AI read and safely update your Odoo business data, with your approval before any change.
• camt053 MCP serverLet your AI read ISO 20022 bank statement files, check them, and build reversing entries for you.
• Czech National Bank FX rates MCP serverYour AI can look up official Czech National Bank exchange rates and convert amounts to or from Czech koruna. No install needed.
• Spreadsheet MCP serverLets your AI read, edit, and recalculate Excel files safely, without you opening Excel.

Your Grok Bot team 12

• Expense Folder AuditorAudits expense folders: reconciles receipts to statements, flags issues, and reports.
• Tax Document OrganizerSweeps your folders for tax documents and builds a CPA-ready package with a chase list.
• Invoice OrganizerReads messy invoice files, renames them consistently, and sorts them into tax-ready folders.
• Odoo Accounting SetupConfigure Odoo Accounting: chart of accounts, taxes, fiscal positions, payment terms, and reconciliation.
• Odoo Hr Payroll SetupConfigure Odoo salary structures, payslip rules, leave policies, and payroll journal entries.
• Xlsx OfficialReads, edits, and creates spreadsheet files with formulas, formatting, and zero errors.
• Pdf Processing ProExtracts text, tables, and form data from PDFs with validation and batch processing.
• Open Banking IoRead balances and transactions from EU/UK bank accounts via the open-banking.io PSD2 API.
• Startup Financial ModelingBuild 3-5 year financial models with revenue, cost, cash flow, and scenario planning for startups.
• File OrganizerAnalyzes, deduplicates, and restructures your files into a logical folder hierarchy.
• Tax Regulation MonitorKeeps accountants current on tax regulation changes and turns them into actionable guidance.
• Financial Data InterpreterInterprets financial data and drafts reports for accountants.