The all-in-one AI plugin for Finance and Accounting specialists

Skills for finance and accounting specialists 17

• financial forecasting and analysis assistantBuilds a 12-month revenue and expense forecast from your history, then shows best, base, and worst case.
• financial statement analystTurns your income statement and balance sheet into ratios, common size columns, and a DuPont breakdown.
• cash flow optimizerForecasts weekly cash, flags slow-paying customers, and suggests when to delay a supplier payment.
• budget preparation and analysis assistantBuilds next year's budget by department and explains each variance against actuals with a short note.
• financial risk management assistantScores currency, credit, and liquidity exposure, then lists owners and dates for each mitigation step.
• risk assessment analystRanks your risk register by likelihood and impact, with a monitoring plan for the top ten.

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

Ready-made prompts 255

• Cash Flow Management14 prompts, like Analyze AR and AP for Cash Flow Optimization
• Financial Forecasting12 prompts, like Budget Creation and Optimization
• Budget Analysis13 prompts, like Budget Compliance Review
• Investment Portfolio Analysis10 prompts, like Evaluate Portfolio Performance
• Risk Assessment10 prompts, like Analyze Financial Risks
• Tax Compliance and Planning31 prompts, like Analyze Tax Implications of Business Decisions
• Financial Statement Analysis15 prompts, like Analyze Cash Flow Statements

Apps you can build with AI 6

• Evidence-backed data analysis and reporting workspaceBuild this so every number in your monthly report links back to the source file it came from. Demo included.
• Document-to-spreadsheet extraction and expense stewardship consoleBuild this to turn supplier PDFs into spreadsheet rows with a visible audit trail. Demo included.
• Audit request evidence routerBuild this to answer auditor requests with evidence you already approved, without losing the lineage. Demo included.
• Finance audit-trail narrationBuild this to turn ledger activity into a readable evidence story without adding new accounting conclusions. Demo included.
• Financial planning driver sensitivity coachBuild this to test which planning assumptions actually change the decision before you commit to a forecast. Demo included.
• Finance accrual handoff deskBuild this so accruals reach accounting only after the supporting evidence is complete. Demo included.

Your Grok Bot team 12

• Expense Folder AuditorAudits expense folders: reconciles receipts to statements, flags issues, and reports.
• Invoice OrganizerReads messy invoice files, renames them consistently, and sorts them into tax-ready folders.
• Invoice ChaserTracks unpaid invoices and writes the follow-up that gets you paid without burning the client.
• Tax Document OrganizerSweeps your folders for tax documents and builds a CPA-ready package with a chase list.
• 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.
• Odoo L10n ComplianceConfigure Odoo localization and e-invoicing for country-specific tax compliance.
• 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.
• Compliance AuditorAudits compliance across GDPR, HIPAA, SOC 2, PCI DSS, and ISO frameworks.
• CFO Forecast StudioTurns financial data into forecasts, budgets, and reports for finance specialists.
• Investment Portfolio AnalystAnalyzes investment portfolios, evaluates performance, risk, and diversification, and recommends rebalancing and strategy.