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.

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.