Global Head of Finances: the all-in-one AI plugin

Skills for global heads of finance 17

• global finance report builderBuilds consolidated statements and dashboards, for example a group P&L pack across 14 entities in USD and EUR.
• global financial risk assessorScores and maps financial risk, for example a supply chain and FX heat map with mitigation options for each red zone.
• global finance forecast studioProduces forecasts and sensitivity models, for example a 12-month cash forecast at three revenue growth rates.
• global ops forecast architectTurns operational data into budgets and allocations, for example shifting marketing spend between four regions to hit margin targets.
• budget optimization assistantFinds cost savings and builds vendor briefs, for example a 9% cut in software spend without losing critical tooling.
• budget and forecast assistantBuilds budgets and explains variances, for example why regional opex ran 6% over plan last quarter.

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

Ready-made prompts 307

• Mergers and Acquisitions Analysis22 prompts, like Financial Statement Analysis for M&A
• Cash Flow Management8 prompts, like Accounts Payable Trend Analysis and Optimization
• Market Research12 prompts, like Industry and Competitor Analysis
• Using AI to create your visuals (Photo's, Images, Art etc)5 prompts, like Develop Brand-Aligned Visual Concepts
• Budget Optimization19 prompts, like Assess Financial Risks
• Risk Assessment10 prompts, like Identify Financial Risks
• Investment Analysis22 prompts, like Analyze Company Financial Health

Apps you can build with AI 3

• Evidence-backed data analysis and reporting workspaceCuts the time from question to reviewed report while every figure stays traceable to its source. Demo included.
• Self-updating Compliance TrainingKeeps compliance training current, drafting compliant updates within minutes of a rule change. Demo included.
• Assumption-driven market strategy decision workspaceShortens strategy revision cycles while every assumption stays linked to its evidence. 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 Acquisition Diligence Request Agent". Each one also has a guided set-up with sample data on its page.

• Acquisition Diligence Request AgentA current map of which diligence requests are answered, partly answered or contradicted.
• Strategy Portfolio Overlap AgentNo two initiatives fund the same deliverable without coordination.
• Acquisition Integration Milestone AgentIntegration milestones and synergies are tracked against the deal case and recovered when behind.
• Investment Maturity Ladder and Policy Check AgentA reinvestment plan for every maturity that meets policy and the cash forecast
• Hedge Roll and Maturity AgentEvery maturing hedge has an approved decision that keeps coverage within the policy band
• Forecast Accuracy Variance AgentA weekly accuracy report with traced causes and approved driver changes that reduce error
• Portfolio Runway Alert AgentA monthly list of portfolio companies below the runway threshold, with approved questions and support options
• 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.
• M&A Integration Finance Tracker AgentShow verified synergy delivery against plan each month and drive action on shortfalls.
• Industry Risk Watch for Credit Portfolio AgentConnect industry events to borrowers early and flag those at real risk.
• Sector Price Pressure Monitor AgentGive early, evidence-based alerts on sectors facing price or margin pressure.

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.
• Google Drive MCP serverLets your AI search and read your Google Drive files and read or edit your Google Sheets.
• Outlook Assistant MCP serverLets your AI read, search, send, and organise your Outlook email, calendar, and contacts from the chat.
• Outlook Attachment Reader MCP serverLet your AI open and read the files attached to your Outlook emails, and send local files as drafts.
• Microsoft 365 MCP serverLets your AI read and send Outlook mail, check your calendar, and work with OneDrive and Excel files.
• Google Workspace MCP serverLets your AI read and write your Gmail, Calendar, Drive, Docs, Sheets and more, all from one chat.
• Google Sheets MCP serverLets your AI read, write, and format your Google Sheets for you, right from the chat.
• Sugra API MCP serverLets your AI pull real-world data on markets, economies, companies, climate and more, with sources. Official. No install needed.
• PipesHub MCP serverLets your AI search across your work apps like Google Workspace, Microsoft 365, Slack and Jira, and answer with the sources it found.
• Snowflake MCP serverLets your AI look up and query your Snowflake data, with read-only protection on by default.
• Excel MCP serverLets your AI create, read and edit Excel workbooks for you, without opening Excel.
• Outlook MCP serverLets your AI read, search, draft and send Outlook email and browse your OneDrive files for you.

Your Grok Bot team 12

• Global Finance Report BuilderPrepares, analyzes, and delivers financial reports for a global finance head.
• Global Financial Risk AssessorIdentifies, analyzes, and reports on financial risks across global operations.
• Global Finance Forecast StudioTurns your financial data into forecasts, scenarios, and reports for the Global Head of Finances.
• Global Ops Forecast ArchitectTurns financial data into forecasts, scenarios, and decisions for global operations heads.
• Budget Optimization AssistantAnalyzes financial data and budgets to cut costs, forecast, and optimize spending.
• Budget and Forecast AssistantPrepares budgets, forecasts revenue and expenses, and monitors financial performance for operations leaders.
• Budget Preparation and Analysis AssistantPrepares budgets, forecasts, and reports for the EVP of Finances.
• Investment Evaluation AssistantEvaluates investments end-to-end: financials, risk, valuation, and strategy for finance managers.
• Regulatory Compliance AnalystAnalyzes regulatory frameworks, assesses risks, and prepares compliance reports for financial analysts.
• Global Finance Cost-Benefit AnalystRuns cost-benefit analyses for global finance decisions, from data gathering to stakeholder reports.
• Budget Management AssistantAnalyzes budgets, tracks spending, and forecasts to keep your company's finances on track.
• CFO Investment Research AnalystInvestment analysis assistant for finance directors: research, valuation, risk, and strategy.