The all-in-one AI plugin for Financial Controllers

Skills for financial controllers 17

• financial forecasting and analysis assistantBuilds budgets, forecasts, and scenario plans from your historicals; e.g., model a 10% revenue drop and show the cash impact.
• financial reporting assistantPrepares and reviews statements under IFRS or GAAP; e.g., draft a consolidated balance sheet with the disclosure notes your auditor expects.
• variance report for finance teamsBreaks actuals against budget into drivers; e.g., split a $40k marketing overspend into timing, volume, and price.
• cash flow analysis assistantBuilds cash flow statements, 13-week projections, and working capital analysis; e.g., show how slower collections push your cash trough.
• fp a reporting guidePrepares leadership review packs, reconciliations, and control documentation; e.g., a month-end pack with flux commentary and open audit items.
• budget analysis assistantCompares actuals to budget and finds savings; e.g., flag three cost centers overspending on contractor spend.

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

Ready-made prompts 24

• Financial Close And Statements3 prompts, like Build A Month-End Close Checklist
• Budgeting And Forecasting3 prompts, like Draft Budget Instructions For Departments
• Variance Analysis And Reporting3 prompts, like Write Budget Variance Commentary
• Cash Flow And Working Capital3 prompts, like Draft Short-Term Cash Flow Forecast
• Internal Controls And Documentation3 prompts, like Draft Internal Control Narrative
• Audit Preparation And Coordination3 prompts, like Draft Audit PBC Request List
• Compliance And Accounting Policy3 prompts, like Summarize New Regulation Impact

Apps you can build with AI 8

• Evidence-backed finance close and reporting workspaceCuts close effort while keeping every number traceable; e.g., link each trial balance figure to its source document. Demo included.
• Finance accrual handoff deskCollects accrual evidence before judgment is applied; e.g., chase vendor confirmations so accruals are supported at close. Demo included.
• Financial close dependency navigatorShows why a close task is blocked and who owns it; e.g., flag that revenue recognition waits on the sales contract. Demo included.
• Budget variance explainerKeeps calculated variance separate from management's explanation; e.g., show the $40k gap before the story attached to it. Demo included.
• Audit request evidence routerReuses approved audit evidence without losing request lineage; e.g., send last year's approved revenue sample to a new request. Demo included.
• Board metric definition registryGives each board metric one versioned meaning; e.g., lock how free cash flow is calculated before the next board pack. Demo included.
• Finance audit-trail narrationWrites readable evidence trails without new accounting conclusions; e.g., narrate who changed a journal entry and when. Demo included.
• Finance shared-model assumption negotiationReduces contradictory plans before consolidation; e.g., align sales and finance on one growth rate for the FY26 model. 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.
• Vendor Invoice Duplicate Investigation AgentNo vendor invoice is paid twice.
• Month-End Reconciliation AgentA reproducible reconciliation workpaper where every difference is explained or queued.
• Intercompany Balance Investigation AgentIntercompany balances agree, with every difference explained.
• Forecast Assumption Refresh AgentForecast updates that are correct and explained.
• Forecast Accuracy Variance AgentA weekly accuracy report with traced causes and approved driver changes that reduce error
• Economic Forecast Refresh AgentA refreshed forecast with explained changes and a short note ready for decision makers
• Forecast Backtest and Refresh AgentForecasts that improve over time because every method is tested on the same history
• 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.
• Accrual and Unvouchered Receipts AgentRecord received-not-invoiced costs in the right month with estimates that prove accurate.
• Board and Leadership Meeting Pack AgentAssemble a complete, correctly formatted meeting pack on time.

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.
• Outlook Attachment Reader MCP serverLet your AI open and read the files attached to your Outlook emails, and send local files as drafts.
• Google Sheets MCP serverLets your AI read, write, and format your Google Sheets for you, right from the chat.
• Odoo 19 MCP serverLet your AI look up, add, and update records in your Odoo 19 company system for you.
• 1C:Enterprise MCP serverLets your AI read and update data in your 1C:Enterprise ERP system, all from a chat.
• Odoo MCP serverLet your AI read and safely update your Odoo business data, with your approval before any change.
• Google Drive MCP serverLets your AI search and read your Google Drive files and read or edit your Google Sheets.
• OfficeAgent MCP serverLet your AI edit Word, PowerPoint and Excel files, with changes you can review before saving. Official.
• 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.

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.
• 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.
• Odoo Accounting SetupConfigure Odoo Accounting: chart of accounts, taxes, fiscal positions, payment terms, and reconciliation.
• Forecast Accuracy ReviewEvaluate demand-forecast quality with WMAPE, bias, and Forecast Value Added vs. naive.
• Longbridge FundamentalsPull financial statements, valuation multiples, and company profiles for HK/US/A-share/Singapore stocks via Longbridge.
• Internal Comms DrafterDraft internal company messages in repeatable formats for review.
• Quarterly Business Review BuilderBuilds a client QBR from a folder of artifacts, proving value and surfacing risks.
• Ledger Cycle Automation BotAutomates financial reporting tasks from data extraction to distribution and analysis.
• Finance Compliance Checklist BuilderMonitors regulatory changes, builds checklists, reviews policies, and prepares compliance reports and audits for finance teams.