The All-in-One AI Plugin for Finance Managers

Skills for finance managers 17

• financial forecasting and analysis assistantBuilds budgets, forecasts, and scenario plans from your historicals, like a 12-month revenue forecast with three growth cases.
• financial ratio analystCalculates liquidity, margin, leverage, and DuPont ratios from your statements, then explains what a 0.9 current ratio means for you.
• financial performance analystTurns raw financial data into decision-ready ratios, trends, benchmarks, and cost breakdowns, such as showing which product line drags margin.
• cash flow management analystForecasts cash, tracks receivables and payables, and flags liquidity risk, like a 13-week cash view before a big vendor payment.
• financial statement analystReads income statements, balance sheets, and cash flow statements for trends, quality, and risk, such as spotting revenue booked early.
• budget forecasting assistantBuilds and refines budget forecasts across revenue, expense, and capex, like rebuilding next year's plan from last year's actuals.

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

Ready-made prompts 130

• Budget Forecasting10 prompts, like Analyze Cash Flow For Budgeting
• Financial Ratio Analysis27 prompts, like Liquidity Ratio Analysis
• Expense Tracking22 prompts, like Accounting System Integration Plan
• Investment Analysis16 prompts, like Analyze Financial Statements
• Cash Flow Management10 prompts, like Cash Flow Forecasting Model
• Financial Statement Analysis5 prompts, like Financial Ratio Analysis
• Tax Planning and Strategy18 prompts, like Analyze Tax-Efficient Debt Financing

Apps you can build with AI 3

• Document-to-spreadsheet extraction and expense stewardship consolePull figures off invoices and statements into a clean sheet with an audit trail you can hand to auditors. Demo included.
• Expense Claim Review AssistantCheck expense claims against policy automatically so clean claims pass and every rejection names a fixable reason. Demo included.
• Financial planning driver sensitivity coachStress test the two or three plan assumptions that actually change your decision, before you commit the budget. 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 Expense Receipt Reconciliation Agent". Each one also has a guided set-up with sample data on its page.

• Expense Receipt Reconciliation AgentEvery expense claim line is backed by a matching receipt.
• 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.
• Budget Request Challenge AgentBudget requests are supported with detail and ranked by value before decisions.
• Investment Maturity Ladder and Policy Check AgentA reinvestment plan for every maturity that meets policy and the cash forecast
• Forecast Accuracy Variance AgentA weekly accuracy report with traced causes and approved driver changes that reduce error
• Debt Interest and Payment Calendar AgentInterest and fee amounts that match the lender's notice or have a documented difference, ready for payment approval
• Portfolio Runway Alert AgentA monthly list of portfolio companies below the runway threshold, with approved questions and support options
• 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.
• Early Payment Discount Capture AgentCapture the discounts worth taking before their windows close, without breaking cash limits.
• Employee Reimbursement Policy Audit AgentCatch policy breaks and duplicates on every expense report and resolve them with the employee.

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.

• 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.
• Odoo Pulse MCP serverAsk your AI for a plain-English business report from your Odoo data, with a verdict on how things are going.
• Box MCP serverLet your AI search your Box files, answer questions about them, and pull out details for you. Official. No install needed.
• 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.
• CloudScope MCP serverAsk your AI about your Azure or Google Cloud bill and get a plain-English cost report.
• Snowflake MCP serverLets your AI look up and query your Snowflake data, with read-only protection on by default.
• Xero MCP serverLets your AI look up and create Xero invoices, contacts, payments and reports for you.
• Odoo 19 MCP serverLet your AI look up, add, and update records in your Odoo 19 company system for you.
• Spreadsheet MCP serverLets your AI read, edit, and recalculate Excel files safely, without you opening Excel.

Your Grok Bot team 10

• Cash Flow ForecasterBuilds a 13-week cash flow forecast from your bank, AR, AP, and payroll data, flagging crunch weeks.
• Forecast Accuracy ReviewEvaluate demand-forecast quality with WMAPE, bias, and Forecast Value Added vs. naive.
• Expense Folder AuditorAudits expense folders: reconciles receipts to statements, flags issues, and reports.
• Compliance AuditorAudits compliance across GDPR, HIPAA, SOC 2, PCI DSS, and ISO frameworks.
• Board Deck GeneratorGenerates professional board meeting presentation content with executive summary, financials, and strategic updates.
• Contract Risk ReviewerAnalyzes contracts for risky clauses, extracts key terms, and suggests negotiation points.
• Risk ManagerQuantifies portfolio risk, sets position limits, and designs hedging strategies.
• Invoice ChaserTracks unpaid invoices and writes the follow-up that gets you paid without burning the client.
• Financial Ratio AnalystCalculates and interprets financial ratios from your company's statements for informed decisions.
• Budget Forecast AnalystBuilds data-backed budget forecasts and monitors them for Finance Managers.