All-in-one AI plugin for global head of finances
Global Head of Finances: the all-in-one AI plugin
One download gives your AI 17 finance skills, 307 prompts and 3 apps for reporting, forecasting, risk and budgets, so answers come back ready to use.

- 17skills
- 307prompts
- 3apps
- 12Grok bots
What's inside
Your week runs on numbers that arrive from everywhere. Group reports land late, each region uses its own format, and the board pack needs one clear story. You spend hours rebuilding the same statements, checking variances and chasing forecasts, while currency swings and compliance questions wait for an answer.
17 finance skills
Reporting, forecasting, risk, budgets, cost benefit, investment review, compliance and more. Each skill follows your group rules and produces work you can send on.
307 ready-made prompts
Grouped into 19 topics, from cash flow and currency risk to tax planning and sustainability reporting. Open one, add your numbers, and get a finished draft.
3 working apps
An evidence-backed reporting workspace, a compliance training updater that tracks rule changes, and a market strategy workspace where every assumption links to its source.
12 Grok Bot agents
A team of finance agents that handle reporting, risk, forecasting, budgets, investment research and compliance. Give one a task and it works in the background.
Works in eight AIs
ChatGPT, Claude, Microsoft 365 Copilot, Gemini, Grok, Grok Bot, Cursor and Kimi. Install once and keep using the assistant your team already has.
Daily news and ideas
Members get a live feed of AI news for finance leaders, one new idea each day with the prompt to run it, and automatic skill updates.
A day with your plugin
The plugin drops a full finance toolkit into the AI you already open each day. Ask for a consolidated report, a risk review or a budget scenario, and the right skill takes over with your formats and rules. No new software, no training week, just better answers.
- Morning
Before the regional calls, you ask the financial report builder skill to consolidate last month's numbers into one group pack, with variances flagged by region and currency.
- Late morning
A treasury question lands. You run a currency risk prompt to see how a 5 percent move in two key pairs hits cash flow, and it returns a short table.
- Afternoon
The board asks for a downside case. The forecast studio skill builds three scenarios from your history, showing revenue, margin and cash under each one.
- End of day
You check the compliance analyst skill for regulatory changes that touch your reporting, and it drafts the wording updates your policy needs before tomorrow's audit meeting.
Install it in your AI
Choose the AI you use. No technical knowledge needed: it's a few clicks and some copy and paste.
ChatGPT
Your own GPT on chatgpt.com, plus a plugin for Codex and ChatGPT workspaces. About 5 minutes.
- Download the ChatGPT version and unzip it (double-click the file).
- Go to chatgpt.com, click GPTs in the left menu, then Create, then the Configure tab.
- Name it Global Head of Finance Assistant. Open
custom-gpt/instructions.txt, copy everything and paste it into Instructions. - Under Knowledge, upload all the files from the
custom-gpt/knowledgefolder. - Paste the lines from
conversation-starters.txtas conversation starters and click Create. - For the daily news, ideas and skill updates: in ChatGPT go to Settings → Apps & Connectors, add the Complete AI Training connector and sign in with your membership. The README shows each click.
Download for members
Members download the plugin for every job, with daily news, ideas and skill updates. Or buy this plugin alone for $49, once.
Claude
A Claude plugin for claude.ai, the desktop app, Cowork and Claude Code. About 2 minutes.
- Download the Claude version. Keep it zipped.
- Open Claude (claude.ai or the desktop app), click your name at the bottom left, then Settings → Capabilities.
- Click Upload plugin and choose the zip file. Turn the plugin on.
- Start a new chat and type /start. Your global head of finance assistant introduces itself.
- The first time it uses Complete AI Training, Claude asks you to connect: click Connect and sign in with your membership.
Download for members
Members download the plugin for every job, with daily news, ideas and skill updates. Or buy this plugin alone for $49, once.
Microsoft 365 Copilot
A Copilot agent: set it up yourself in Agent Builder, or give IT the ready app package. About 5 minutes.
- Download the Microsoft 365 Copilot version and unzip it.
- Open Microsoft 365 Copilot (m365.cloud.microsoft/chat) and click Create agent, then the Configure tab.
- Name it Global Head of Finance Assistant. Paste everything from
agent-builder/instructions.txtinto Instructions. - Under Knowledge, upload the files from
agent-builder/knowledge. Add the starter prompts and click Create. - Working in a company? The
appPackagefolder is a ready app for your IT team, with the Complete AI Training connection built in. The README has a message you can forward to them.
Download for members
Members download the plugin for every job, with daily news, ideas and skill updates. Or buy this plugin alone for $49, once.
Gemini
Skills you upload to Gemini, a ready Gem, and a Gemini CLI extension. About 2 minutes.
- Download the Gemini version and unzip it.
- Go to gemini.google.com and open Settings → Skills → Upload.
- Upload the
SKILL.mdfiles from theskillsfolder, starting with the folder whose name ends in-assistant. Gemini now uses them by itself. - Prefer a Gem? Open Gems → New Gem, paste
gem/instructions.txtand upload the files ingem/knowledge. - Using Gemini CLI?
gemini extensions installon the folder also connects Complete AI Training for the daily news, ideas and skill updates.
Download for members
Members download the plugin for every job, with daily news, ideas and skill updates. Or buy this plugin alone for $49, once.
Grok
A Grok Project with all the instructions and files. About 5 minutes.
- Download the Grok version and unzip it.
- Go to grok.com, open Projects in the left menu and click New project. Name it Global Head of Finance Assistant.
- Paste everything from
grok-project/instructions.txtinto the project's instructions. - Upload the files from
grok-project/knowledgeto the project. - Start your work chats inside this project. Try one of the lines in
conversation-starters.txt.
Download for members
Members download the plugin for every job, with daily news, ideas and skill updates. Or buy this plugin alone for $49, once.
Grok Bot
One message that sets up a whole team of Grok Bot agents for your job. About 5 minutes.
- Download the Grok Bot version and unzip it.
- Open Grok Bot and create a new bot. Name it Global Head of Finance Team Lead.
- Open
SETUP-MESSAGE.md, copy everything and paste it as your first message. - The team lead sets up its own role and walks you through adding each specialist bot, one at a time.
- Add the Complete AI Training connector in Grok Bot so your team lead gets the daily news and ideas for global head of finances.
Download for members
Members download the plugin for every job, with daily news, ideas and skill updates. Or buy this plugin alone for $49, once.
Cursor
A Cursor plugin with the skills, rules and connection, or project files. About 3 minutes.
- Download the Cursor version and unzip it.
- In Cursor, open Settings → Plugins and add the unzipped folder.
- No plugins in your Cursor? Copy
skillsto.cursor/skillsandrulesto.cursor/rulesin your project, andmcp.jsonto.cursor/mcp.json. - Open the Agent chat and ask what it can do for you as a global head of finance.
Download for members
Members download the plugin for every job, with daily news, ideas and skill updates. Or buy this plugin alone for $49, once.
Kimi
A Kimi Code plugin, and instructions with files for Kimi chat. About 3 minutes.
- Download the Kimi version and unzip it.
- Kimi chat (kimi.com or the app): start a new chat, paste
kimi-chat/instructions.txtand attach the files inkimi-chat/files. - Keep using that chat for your work: Kimi now acts as your global head of finance assistant.
- Kimi Code: type
/plugins installwith the folder, then/reload. It connects Complete AI Training too.
Download for members
Members download the plugin for every job, with daily news, ideas and skill updates. Or buy this plugin alone for $49, once.
Everything in the plugin
Your AI picks the right part by itself. You can also ask for one by name.
Skills for global head of finances 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.
Show all 14 skills
- budget preparation and analysis assistantPrepares full budgets and ROI reports from your data, for example a departmental budget with cost-benefit for each new hire.
- investment evaluation assistantEvaluates investments end to end, for example a plant expansion case with ROI, payback and downside scenarios.
- regulatory compliance analystReviews rules, gaps and policies, for example a GDPR gap review before entering a new market.
- global finance cost benefit analystRuns cost-benefit and NPV work, for example comparing two shared service center locations over seven years.
- budget management assistantTracks spend, capex and cash flow, for example monthly variance reporting with revised allocation options.
- cfo investment research analystSupports investment decisions with valuation and due diligence, for example a target company screen before an acquisition approach.
- portfolio insight reportsResearches markets, sectors and portfolios, for example a currency and rate outlook for your treasury portfolio.
- financial modeling and analysis assistantBuilds three-statement, DCF and M&A models, for example a merger model with accretion and dilution.
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
Show all 19 topics
- Regulatory Compliance22 prompts
- Financial Reporting13 prompts
- Tax Strategy Planning22 prompts
- Financial Technology Integration20 prompts
- Economic Impact Analysis6 prompts
- Portfolio Management21 prompts
- Employee Financial Training19 prompts
- Currency Risk Management7 prompts
- Cost-Benefit Analysis20 prompts
- Automation of Financial Processes18 prompts
- Financial Data Visualization19 prompts
- Sustainability Reporting22 prompts
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.
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.
Get the plugin
Two ways to get it. Most people choose the membership: it includes every plugin and keeps them up to date.
Recommended
Membership
$9 a month, billed yearly
- The plugin for global head of finances, and for 500 other jobs
- Daily AI news and a new idea every day, inside your AI
- Skills update by themselves
- 900+ video courses and certificates
- Download up to 2 plugins a day
This plugin only
Standalone plugin
$49 once
- The plugin for global head of finances, for all eight AIs
- All 17 skills, 307 prompts and 3 apps
- Yours to keep, no subscription
- No daily news, ideas or skill updates
Secure payment by Stripe. Bought it already? Use the link in your email.
Questions
What is a plugin, and how do I install it?
A plugin is a set of instructions and files that teach your AI how to do finance work. You download it once and add it to your AI account. No coding, no IT ticket, and setup takes a few minutes.
Which AI does it work with?
ChatGPT, Claude, Microsoft 365 Copilot, Gemini, Grok, Grok Bot, Cursor and Kimi. Use the one you already have. Your skills, prompts and apps work the same way in each.
What is the difference between the member download and the $49 plugin?
The $49 one-time plugin gives you the skills, prompts and apps. Members also get the daily AI news for your job, a new idea every day with its prompt, and automatic updates when skills improve.
Is my financial data safe?
The plugin is instructions and files, not a database. Your chats stay with your AI provider and follow that provider's privacy and security settings. Nothing is sent to us.
How many downloads do I get?
Members can download 2 plugins a day, so you can add the finance plugin now and pick another for a different part of your role whenever you need it.
Learn to use AI as a global head of finance
The plugin does the work; the learning path shows you how to get the most out of it, step by step.
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