Director of Finance: the all-in-one AI plugin

Skills for directors of finance 17

• director finance forecast builderBuilds your forecast, budget, cash flow and board pack, for example a 12-month rolling cash flow with three scenarios.
• director budget risk analystReviews budget vs actuals and flags risk, for example a Q3 variance bridge showing price, volume and one-off effects.
• financial forecasting executive assistantTurns historical data into forecasts and scenario tests, for example a revenue model with base, upside and downside cases.
• financial analysis and strategy assistantAnalyzes statements, ratios and cash flow, for example a working capital review that flags a collection problem before year end.
• budget preparation and analysis assistantPrepares the annual budget and cost-benefit cases, for example a capex request with payback and ROI for the board.
• budget and forecast assistantBuilds operational budgets and revenue forecasts, for example a department budget with monthly phasing and headcount assumptions.

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

Ready-made prompts 259

• Financial Forecasting26 prompts, like Analyze Budget Variance And Recommend Fixes
• Budget Analysis15 prompts, like Benchmark Financial Performance
• Expense Tracking19 prompts, like Analyze Expense Data for Insights
• Investment Analysis22 prompts, like Analyze M&A Opportunities
• Financial Reporting Automation22 prompts, like Analyze Financial Reports for Insights
• Currency Exchange Forecasting10 prompts, like Analyze Historical FX Data for Patterns
• Debt Management12 prompts, like Analyze Company Debt Portfolio

Apps you can build with AI 3

• Evidence-backed data analysis and reporting workspaceBuild this to cut question-to-report time while every figure stays traceable to its source file. Demo included.
• Finance shared-model assumption negotiationBuild this to settle conflicting assumptions across teams before you consolidate the plan. Demo included.
• Budget variance explainerBuild this to keep calculated variance separate from management's explanation in every review. 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 Board Pack Reconciliation Agent". Each one also has a guided set-up with sample data on its page.

• Board Pack Reconciliation AgentEvery figure in the board pack is consistent, traceable and uses the approved definition.
• Expense Receipt Reconciliation AgentEvery expense claim line is backed by a matching receipt.
• Fixed Asset Register Repair AgentAn accurate fixed-asset register that reconciles to invoices.
• Financial Model Formula Repair AgentA model that passes all test cases after the repair.
• Finance Metric Definition AgentComparisons only between metrics that really mean the same thing.
• Capital Request Challenge AgentA list of sharp questions and sensitivity results before the board votes on a spend.
• Capital Call Preparation AgentAccurate capital call notices whose amounts tie to the fund's needs and each investor's remaining commitment
• Headcount Plan vs Actual AgentApproved headcount, open roles and actual employees match, with differences explained.
• Employee Reimbursement Policy Audit AgentCatch policy breaks and duplicates on every expense report and resolve them with the employee.
• Multi-Entity FX Exposure Monitor AgentA weekly group FX exposure report checked against hedging policy limits
• Monthly Investor Update AgentAn accurate, on-time monthly investor update
• Startup Runway and Burn Monitor AgentA weekly runway number the founder can trust, with early warnings

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.
• Excel MCP serverLet your AI assistant open and work inside real Microsoft Excel on your Windows PC.
• LogiSheets MCP serverLet your AI build and edit real Excel spreadsheets with live formulas, then save a .xlsx file you can open. Official.
• 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.
• Outlook Attachment Reader MCP serverLet your AI open and read the files attached to your Outlook emails, and send local files as drafts.
• Odoo Pulse MCP serverAsk your AI for a plain-English business report from your Odoo data, with a verdict on how things are going.
• Snowflake MCP serverLets your AI look up and query your Snowflake data, with read-only protection on by default.
• Spreadsheet MCP serverLets your AI read, edit, and recalculate Excel files safely, without you opening Excel.
• Excel Vision MCP serverLet your AI read Excel files fully, including the images and colors inside them.
• Google Workspace MCP serverLets your AI read and write your Gmail, Calendar, Drive, Docs, Sheets and more, all from one chat.
• DataCharter MCP serverLets your AI query your files and databases locally, with only the columns you allow and private details hidden.

Your Grok Bot team 12

• Director Finance Forecast BuilderBuild and maintain accurate financial forecasts for a Director of Finance.
• Director Budget Risk AnalystAnalyzes budgets, forecasts, and risks for finance directors.
• Financial Forecasting Executive AssistantTurns historical 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.
• Budget Preparation and Analysis AssistantPrepares budgets, forecasts, and reports for the EVP of Finances.
• Budget and Forecast AssistantPrepares budgets, forecasts revenue and expenses, and monitors financial performance for operations leaders.
• Financial Reporting AssistantPrepares, analyzes, and reviews financial reports with accuracy and compliance.
• Tax Planning Strategy AssistantTax planning and strategy assistant for an EVP of Finances.
• Finance Director Report AutomatorAutomates financial reporting from data extraction to distribution and compliance.
• Debt Management StrategistAnalyzes, plans, and monitors your company's debt portfolio, from refinancing to compliance.
• Investment Evaluation AssistantEvaluates investments end-to-end: financials, risk, valuation, and strategy for finance managers.
• Financial Process Automation AssistantAutomates financial data work, analysis, reporting, and compliance for financial analysts.