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.

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.