The all-in-one AI plugin for CFOs: 17 skills in one download

Skills for cfos 17

• executive forecast studioBuilds forecasts, budgets, scenarios, and executive reports; example: a 3-year revenue plan with best, base, and worst cases.
• financial analysis and strategy assistantAnalyzes statements, ratios, trends, and variances; example: a margin bridge showing why gross margin fell 3 points.
• vp financial forecast builderBuilds VP-level forecasts across revenue, expense, cash, and P&L; example: a quarterly reforecast for the leadership meeting.
• financial risk management assistantIdentifies and mitigates financial risks with monitoring plans; example: a currency exposure register with hedging options and owners.
• financial forecasting strategistRuns forecasts, scenarios, and cost analyses from your assumptions; example: a hiring plan model showing the cash impact by quarter.
• cfo investment decision supportSupports investment calls with valuation, due diligence, and capital budgeting; example: an NPV and payback case for a new plant.

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

Ready-made prompts 151

• Financial Analysis12 prompts, like Analyze Historical Financial Trends
• Budget Preparation22 prompts, like Gather Financial Data
• Risk Management22 prompts, like Analyze Market Risks
• Cash Flow Analysis12 prompts, like Brainstorm Cash Flow Improvement Initiatives
• Financial Reporting27 prompts, like Audit Support Documentation
• Investment Analysis13 prompts, like Analyze Financial Statement Health
• Cost Reduction Analysis27 prompts, like Analyze Financial Risks

Apps you can build with AI 3

• Evidence-backed data analysis and reporting workspaceBuild this to cut time from question to reviewed report while every figure traces to its source. Demo included.
• Financial planning driver sensitivity coachBuild this to focus the team on the few assumptions that actually change the decision. Demo included.
• Connected spreadsheet analysis and reporting workspaceBuild this to cut manual spreadsheet work while keeping analysis evidence-backed and reviewable. 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 Acquisition Integration Milestone Agent". Each one also has a guided set-up with sample data on its page.

• Acquisition Integration Milestone AgentIntegration milestones and synergies are tracked against the deal case and recovered when behind.
• Counterparty Exposure Limit Monitor AgentCounterparty exposure inside limits every day, with a tested transfer plan when it is not
• Hedge Roll and Maturity AgentEvery maturing hedge has an approved decision that keeps coverage within the policy band
• Forecast Accuracy Variance AgentA weekly accuracy report with traced causes and approved driver changes that reduce error
• Portfolio Runway Alert AgentA monthly list of portfolio companies below the runway threshold, with approved questions and support options
• Weekly Business Metrics Review AgentA weekly review the team can trust, with disagreements explained.
• Headcount Plan vs Actual AgentApproved headcount, open roles and actual employees match, with differences explained.
• Early Payment Discount Capture AgentCapture the discounts worth taking before their windows close, without breaking cash limits.
• Treasury Bank Account and Signer Review AgentBring every bank account's signers and limits in line with current staff and policy.
• Month-End Close Calendar AgentFinish the close on the planned day by catching slipping tasks early.
• M&A Integration Finance Tracker AgentShow verified synergy delivery against plan each month and drive action on shortfalls.
• Sector Price Pressure Monitor AgentGive early, evidence-based alerts on sectors facing price or margin pressure.

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.

• Box MCP serverLet your AI search your Box files, answer questions about them, and pull out details for you. Official. No install needed.
• Odoo Pulse MCP serverAsk your AI for a plain-English business report from your Odoo data, with a verdict on how things are going.
• Google Sheets MCP serverLets your AI read, write, and format your Google Sheets for you, right from the chat.
• Google Drive MCP serverLets your AI search and read your Google Drive files and read or edit your Google Sheets.
• LogiSheets MCP serverLet your AI build and edit real Excel spreadsheets with live formulas, then save a .xlsx file you can open. Official.
• Excel MCP serverLets your AI create, read and edit Excel workbooks for you, without opening Excel.
• MCP Analytics serverAsk your AI to run real statistical analysis on your data and get back a chart-filled report you can cite. No install needed.
• Google Workspace MCP serverLets your AI read and write your Gmail, Calendar, Drive, Docs, Sheets and more, all from one chat.
• Outlook Assistant MCP serverLets your AI read, search, send, and organise your Outlook email, calendar, and contacts 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.
• Sugra API MCP serverLets your AI pull real-world data on markets, economies, companies, climate and more, with sources. Official. No install needed.
• DPX MCP serverLets your AI check market and climate signals, score a company's ESG risk, and run cross-border USDC settlements. No install needed.

Your Grok Bot team 12

• Executive Forecast StudioTurns financial data into forecasts, scenarios, and reports for executive decisions.
• Financial Analysis and Strategy AssistantAnalyzes financial data, builds forecasts, and flags risks for Managing Directors.
• VP Financial Forecast BuilderBuilds financial forecasts and analyses from your data for VP-level decisions.
• Financial Risk Management AssistantIdentifies, assesses, and manages financial risks with analysis, monitoring, and reporting.
• Financial Forecasting StrategistBuilds and runs financial forecasts, scenario analyses, and risk assessments for strategic planning.
• CFO Investment Decision SupportInvestment analysis assistant for CFOs, covering valuation, risk, portfolio, and strategy.
• Cash Flow Analysis AssistantAnalyzes cash flow data, forecasts, and reports to support CFO financial decisions.
• Budget Optimization AssistantAnalyzes financial data and budgets to cut costs, forecast, and optimize spending.
• CFO Risk Intelligence ReportIdentifies, assesses, and reports financial risks for CFOs.
• Cost Reduction AdvisorAnalyzes financial data to find savings, optimize budgets, and support cost reduction decisions.
• Tax Planning Strategy AssistantTax planning and strategy assistant for an EVP of Finances.
• CFO Financial Statement AnalyzerPrepares financial statements, analyzes data, and ensures compliance for CFOs.