AI plugins · Finance
AI plugins for finance jobs
One download gives your own AI the skills, prompts and app ideas for your job. Pick your job, then follow the steps for ChatGPT, Claude, Microsoft 365 Copilot, Gemini, Grok, Grok Bot, Cursor or Kimi.
AI pluginGrant Managers
One download adds 17 skills, 26 prompts, 3 apps and 7 Grok Bot agents to the AI you already use, so grant tracking, budgets and reports take less time.
17 skills · 26 prompts · 3 apps
AI pluginInsurance Actuaries
One download puts 17 actuarial skills, 261 prompts, 3 apps and 8 helper agents inside the AI you already use, so pricing, reserving and reporting move faster.
17 skills · 261 prompts · 3 apps
AI pluginInsurance Data Analysts
One download gives your AI 17 skills, 246 prompts and 5 apps for claims, pricing and renewals, so reports that took days come together in one afternoon.
17 skills · 246 prompts · 5 apps
AI pluginInsurance Risk Analysts
Get 17 insurance risk skills, 261 prompts, 5 apps and a 12 agent Grok Bot team inside the AI you already use, so claims, models and reports move faster.
17 skills · 261 prompts · 5 apps
AI pluginInvestment Analysts
One download adds 17 skills, 24 prompts and 6 apps to the AI you already use, so research, valuation and reporting get done faster.
17 skills · 24 prompts · 6 apps
AI pluginInvestment Bankers
One download gives your AI 17 skills, 21 prompts and 3 apps for valuation, diligence and deal work, plus 12 Grok Bot agents. No new software.
17 skills · 21 prompts · 3 apps
AI pluginInvestor Relations Managers
17 skills, 26 prompts, 7 apps and 8 Grok Bot agents for earnings, decks, filings and shareholder replies, inside the AI you already use.
17 skills · 26 prompts · 7 apps
AI pluginLoan Officers
One download gives your AI 8 skills, 24 prompts, 3 apps and 10 Grok Bot agents for intake, credit review, client emails and pipeline work.
8 skills · 24 prompts · 3 apps
AI pluginManager of Finances
One download gives your AI 17 finance skills, 186 prompts, 6 apps, and 12 Grok Bot agents, so budgets, forecasts, and variance reports move faster.
17 skills · 186 prompts · 6 apps
AI pluginMedical Billers
One download gives your AI 17 medical billing skills, 218 ready prompts, 3 apps and 11 Grok Bot agents, so claims, payments and denials move faster.
17 skills · 218 prompts · 3 apps
AI pluginMortgage Brokers
One download gives your AI 10 skills, 24 prompts, 3 apps and 8 Grok Bot agents for intake, loan options, lender follow-up and client updates.
10 skills · 24 prompts · 3 apps
AI pluginPayroll Administrators
One download gives your AI 17 payroll skills, 314 ready prompts and 3 apps, so pay runs, tax checks and year-end work get done faster.
17 skills · 314 prompts · 3 apps
AI pluginPortfolio Managers
One download gives your AI 17 portfolio skills, 24 prompts, 3 apps, and 12 Grok Bot agents, so reviews, briefings, and client notes get done faster.
17 skills · 24 prompts · 3 apps
AI pluginPrivate Equity Associates
17 skills, 27 prompts, 4 apps and 12 Grok Bot agents in one download, working inside the AI you already use for screening, diligence and memos.
17 skills · 27 prompts · 4 apps
AI pluginProcurement Specialists
One download gives your AI 17 skills, 252 prompts, 4 apps and 12 Grok Bot agents for sourcing, purchase orders, negotiation and cost savings.
17 skills · 252 prompts · 4 apps
AI pluginPurchasing Managers
One download gives your AI 17 skills, 252 prompts and 3 apps for quotes, vendors, contracts and budgets. It all runs inside ChatGPT, Copilot, Claude, Gemini and more.
17 skills · 252 prompts · 3 apps
AI pluginRisk Managers
One download gives your AI 17 risk skills, 32 prompts, 3 apps and 12 Grok Bot agents, so assessments, registers and reports get done inside the tools you already use.
17 skills · 32 prompts · 3 apps
AI pluginSmall Business Owners
One download gives your AI 17 skills, 26 prompts, 4 apps and 12 Grok Bot agents for cash flow, admin, hiring, inventory and marketing.
17 skills · 26 prompts · 4 apps
AI pluginTax Advisors
One download gives your AI 17 tax skills, 24 prompts, 3 apps and a team of 10 Grok Bot agents, so returns, research and client emails take less time.
17 skills · 24 prompts · 3 apps
AI pluginTax Analysts
One download adds 17 tax skills, 289 prompts, 3 apps and 8 Grok Bot agents to the AI you already use, so research, calculations and filings move faster.
17 skills · 289 prompts · 3 apps
AI pluginTraders
One download gives your AI 14 skills, 21 prompts and 3 apps for sizing, journaling, market briefings and risk checks, so every trade decision is faster and reviewable.
14 skills · 21 prompts · 3 apps
AI pluginTreasury Analysts
One download adds 12 skills, 22 prompts, 4 apps and 12 Grok Bot agents to the AI you already use, so cash, FX and reporting work moves faster.
12 skills · 22 prompts · 4 apps
AI pluginVenture Capitalists
One download adds 17 venture capital skills, 32 prompts, 3 apps and 12 agents to the AI you already use, so screening, diligence and memos move faster.
17 skills · 32 prompts · 3 apps
AI pluginVice President of Finances
One download gives your AI 17 finance skills, 259 prompts, 3 apps and a team of Grok Bots, so budget, cash flow and board work move faster.
17 skills · 259 prompts · 3 appsInstall guides per AI
Every plugin works in all of these. Pick yours to see the steps.