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.

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.