All-in-one AI plugin for director of finances
Director of Finance: the all-in-one AI plugin
One download gives your own AI 17 finance skills, 259 prompts, 3 apps and 12 Grok Bot agents, so forecasts, budgets and board reports move faster.

- 17skills
- 259prompts
- 3apps
- 12Grok bots
What's inside
Your week is a pile of half-finished numbers. The forecast needs a rerun, the board pack is due, three departments sent budgets in different formats, and the debt covenants need checking. You spend more time chasing files than thinking about what the numbers mean.
17 finance skills
Forecasts, budgets, variance reports, cash flow, debt strategy, tax planning, investment cases and board packs. Each skill is a plain instruction set your AI follows, written for a finance director's work.
259 ready-made prompts
Grouped into 15 topics, from financial forecasting and expense tracking to audit preparation and stakeholder communication. Open one, paste your numbers, get a first draft you can edit.
3 working apps
An evidence-backed analysis and reporting workspace, an assumption negotiation tool that settles conflicting plans before consolidation, and a budget variance explainer that separates calculated variance from management's story.
12 Grok Bot agents
A team of finance agents covering forecasting, budget risk, reporting automation, debt management and investment evaluation. They work one question together instead of you opening five separate tools.
Works in eight AIs
ChatGPT, Claude, Microsoft 365 Copilot, Gemini, Grok, Grok Bot, Cursor and Kimi. Install once in the AI your company already approved. There is no new platform to learn.
Daily news and updates
Members get a live connection to Complete AI Training: the daily AI news for finance directors, one new idea every day with the prompt to run it, and automatic skill updates.
A day with your plugin
This plugin drops into the AI you already use. Ask for a cash flow forecast and the forecasting skill builds it from your figures. Ask why marketing is over budget and the budget risk skill explains it. You stay the finance lead. The AI does the drafting.
- Morning
You open the forecast file and ask the forecasting skill to rebuild the 13-week cash flow from last month's actuals. It returns a draft with every assumption listed for you to check.
- Late morning
A department head asks why their spend is up. You paste the budget vs actuals into the budget variance explainer app. It splits the calculated variance from their explanation before you reply.
- Afternoon
The board pack is due Friday. You run the report automation skill to pull the numbers, draft the variance commentary and format the slides for the finance committee.
- End of day
Before you leave, you check the debt management skill against the covenant schedule and ask the budget risk skill for two downside scenarios on next quarter's revenue.
Install it in your AI
Choose the AI you use. No technical knowledge needed: it's a few clicks and some copy and paste.
ChatGPT
Your own GPT on chatgpt.com, plus a plugin for Codex and ChatGPT workspaces. About 5 minutes.
- Download the ChatGPT version and unzip it (double-click the file).
- Go to chatgpt.com, click GPTs in the left menu, then Create, then the Configure tab.
- Name it Director of Finance Assistant. Open
custom-gpt/instructions.txt, copy everything and paste it into Instructions. - Under Knowledge, upload all the files from the
custom-gpt/knowledgefolder. - Paste the lines from
conversation-starters.txtas conversation starters and click Create. - For the daily news, ideas and skill updates: in ChatGPT go to Settings → Apps & Connectors, add the Complete AI Training connector and sign in with your membership. The README shows each click.
Download for members
Members download the plugin for every job, with daily news, ideas and skill updates. Or buy this plugin alone for $49, once.
Claude
A Claude plugin for claude.ai, the desktop app, Cowork and Claude Code. About 2 minutes.
- Download the Claude version. Keep it zipped.
- Open Claude (claude.ai or the desktop app), click your name at the bottom left, then Settings → Capabilities.
- Click Upload plugin and choose the zip file. Turn the plugin on.
- Start a new chat and type /start. Your director of finance assistant introduces itself.
- The first time it uses Complete AI Training, Claude asks you to connect: click Connect and sign in with your membership.
Download for members
Members download the plugin for every job, with daily news, ideas and skill updates. Or buy this plugin alone for $49, once.
Microsoft 365 Copilot
A Copilot agent: set it up yourself in Agent Builder, or give IT the ready app package. About 5 minutes.
- Download the Microsoft 365 Copilot version and unzip it.
- Open Microsoft 365 Copilot (m365.cloud.microsoft/chat) and click Create agent, then the Configure tab.
- Name it Director of Finance Assistant. Paste everything from
agent-builder/instructions.txtinto Instructions. - Under Knowledge, upload the files from
agent-builder/knowledge. Add the starter prompts and click Create. - Working in a company? The
appPackagefolder is a ready app for your IT team, with the Complete AI Training connection built in. The README has a message you can forward to them.
Download for members
Members download the plugin for every job, with daily news, ideas and skill updates. Or buy this plugin alone for $49, once.
Gemini
Skills you upload to Gemini, a ready Gem, and a Gemini CLI extension. About 2 minutes.
- Download the Gemini version and unzip it.
- Go to gemini.google.com and open Settings → Skills → Upload.
- Upload the
SKILL.mdfiles from theskillsfolder, starting with the folder whose name ends in-assistant. Gemini now uses them by itself. - Prefer a Gem? Open Gems → New Gem, paste
gem/instructions.txtand upload the files ingem/knowledge. - Using Gemini CLI?
gemini extensions installon the folder also connects Complete AI Training for the daily news, ideas and skill updates.
Download for members
Members download the plugin for every job, with daily news, ideas and skill updates. Or buy this plugin alone for $49, once.
Grok
A Grok Project with all the instructions and files. About 5 minutes.
- Download the Grok version and unzip it.
- Go to grok.com, open Projects in the left menu and click New project. Name it Director of Finance Assistant.
- Paste everything from
grok-project/instructions.txtinto the project's instructions. - Upload the files from
grok-project/knowledgeto the project. - Start your work chats inside this project. Try one of the lines in
conversation-starters.txt.
Download for members
Members download the plugin for every job, with daily news, ideas and skill updates. Or buy this plugin alone for $49, once.
Grok Bot
One message that sets up a whole team of Grok Bot agents for your job. About 5 minutes.
- Download the Grok Bot version and unzip it.
- Open Grok Bot and create a new bot. Name it Director of Finance Team Lead.
- Open
SETUP-MESSAGE.md, copy everything and paste it as your first message. - The team lead sets up its own role and walks you through adding each specialist bot, one at a time.
- Add the Complete AI Training connector in Grok Bot so your team lead gets the daily news and ideas for director of finances.
Download for members
Members download the plugin for every job, with daily news, ideas and skill updates. Or buy this plugin alone for $49, once.
Cursor
A Cursor plugin with the skills, rules and connection, or project files. About 3 minutes.
- Download the Cursor version and unzip it.
- In Cursor, open Settings → Plugins and add the unzipped folder.
- No plugins in your Cursor? Copy
skillsto.cursor/skillsandrulesto.cursor/rulesin your project, andmcp.jsonto.cursor/mcp.json. - Open the Agent chat and ask what it can do for you as a director of finance.
Download for members
Members download the plugin for every job, with daily news, ideas and skill updates. Or buy this plugin alone for $49, once.
Kimi
A Kimi Code plugin, and instructions with files for Kimi chat. About 3 minutes.
- Download the Kimi version and unzip it.
- Kimi chat (kimi.com or the app): start a new chat, paste
kimi-chat/instructions.txtand attach the files inkimi-chat/files. - Keep using that chat for your work: Kimi now acts as your director of finance assistant.
- Kimi Code: type
/plugins installwith the folder, then/reload. It connects Complete AI Training too.
Download for members
Members download the plugin for every job, with daily news, ideas and skill updates. Or buy this plugin alone for $49, once.
Everything in the plugin
Your AI picks the right part by itself. You can also ask for one by name.
Skills for director of finances 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.
Show all 14 skills
- financial reporting assistantPrepares and checks statements for IFRS or GAAP, for example a consolidation pack with disclosure gaps listed.
- tax planning strategy assistantMaps tax savings and compliance dates, for example a cross-border planning memo with deadlines and risk notes.
- finance director report automatorAutomates the reporting cycle from data pull to distribution, for example a monthly close pack sent to department heads.
- debt management strategistManages the debt portfolio and covenants, for example a refinancing comparison across three lenders with interest scenarios.
- investment evaluation assistantEvaluates investments end to end, for example a due diligence summary and ROI projection for an acquisition target.
- financial process automation assistantCleans data and automates finance workflows, for example a scripted reconciliation that replaces a manual month-end spreadsheet.
- investment analysis assistantRuns valuation and performance analysis, for example a DCF plus peer benchmarking for a new business line.
- cfo investment research analystSupports investment decisions with sector research and modeling, for example a portfolio rebalance proposal with risk-adjusted returns.
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
Show all 15 topics
- Asset Management21 prompts
- Tax Strategy Formulation21 prompts
- Mergers and Acquisitions Analysis10 prompts
- Financial Visualization26 prompts
- Risk Management17 prompts
- Audit Preparation5 prompts
- Capital Expenditure Analysis11 prompts
- Stakeholder Communication Templates22 prompts
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.
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.
Get the plugin
Two ways to get it. Most people choose the membership: it includes every plugin and keeps them up to date.
Recommended
Membership
$9 a month, billed yearly
- The plugin for director of finances, and for 500 other jobs
- Daily AI news and a new idea every day, inside your AI
- Skills update by themselves
- 900+ video courses and certificates
- Download up to 2 plugins a day
This plugin only
Standalone plugin
$49 once
- The plugin for director of finances, for all eight AIs
- All 17 skills, 259 prompts and 3 apps
- Yours to keep, no subscription
- No daily news, ideas or skill updates
Secure payment by Stripe. Bought it already? Use the link in your email.
Questions
What is a plugin and how do I install it?
A plugin is a set of instruction files you add to your AI once. You download it, open your AI settings, and point the AI at the files. No coding. If you can attach a document, you can install this.
Which AI does it work with?
ChatGPT, Claude, Microsoft 365 Copilot, Gemini, Grok, Grok Bot, Cursor and Kimi. Use the one your company already pays for. The skills behave the same way in each.
What is the difference between the member download and the $49 one-time plugin?
The $49 standalone plugin gives you the skills, prompts and apps as they are today. Members download two plugins a day and also get the daily news, a new idea with its prompt each day, and automatic skill updates.
Is my financial data safe?
The plugin is instructions and files, not a service that stores your numbers. Your AI provider handles your chats under its own privacy terms. Check your company policy before pasting confidential figures.
How many downloads do I get?
Members can download two plugins a day, so you can add this one for finance and another for a different part of your role. Updates arrive automatically once it is installed.
Learn to use AI as a director of finance
The plugin does the work; the learning path shows you how to get the most out of it, step by step.
Plugins for related jobs
AI pluginInvestment Analysts
One download adds 17 skills, 24 prompts and 6 apps to the AI you already use, so research, valuation and reporting get done faster.
17 skills · 24 prompts · 6 apps
AI pluginInvestment Bankers
One download gives your AI 17 skills, 21 prompts and 3 apps for valuation, diligence and deal work, plus 12 Grok Bot agents. No new software.
17 skills · 21 prompts · 3 apps
AI pluginInvestor Relations Managers
17 skills, 26 prompts, 7 apps and 8 Grok Bot agents for earnings, decks, filings and shareholder replies, inside the AI you already use.
17 skills · 26 prompts · 7 apps