The all-in-one AI plugin for Manager of Finances

Skills for managers of finance 17

• budget and forecast assistantBuilds budgets and forecasts and runs scenarios. Example: a rolling 12-month forecast with a 10% revenue drop case.
• financial analysis and strategy assistantAnalyzes statements, ratios, and cash flow. Example: a working capital review showing why days sales outstanding rose.
• variance report for finance teamsBreaks actuals against budget line by line. Example: a March variance report separating price, volume, and timing effects.
• budget analysis assistantFinds savings and models scenarios. Example: cutting vendor spend by 8% and showing the margin impact.
• cash flow management analystForecasts cash and tracks receivables and payables. Example: a 13-week cash forecast flagging a liquidity gap in week nine.
• finance budget forecasterTurns raw budget and income data into trends and reports. Example: an expense breakdown by category with a six-month forecast.

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

Ready-made prompts 186

• Budget Analysis11 prompts, like Categorize And Analyze Expenses
• Investment Evaluation16 prompts, like Comprehensive Financial Analysis
• Expense Tracking21 prompts, like Analyze Expense Data for Insights
• Debt Management22 prompts, like Analyze Debt Settlement Considerations
• Tax Planning22 prompts, like Analyze Expenses for Deductions
• Financial Reporting Automation21 prompts, like Analyze Financial Data Intelligently
• Risk Management Analysis10 prompts, like Comprehensive Risk Identification Analysis

Apps you can build with AI 6

• Budget variance explainerKeeps calculated variance separate from management's explanation, so your variance story holds up in review. Demo included.
• Evidence-backed data analysis and reporting workspaceCuts time from question to reviewed report while every figure traces back to its source. Demo included.
• Financial planning driver sensitivity coachShows which assumptions actually change the decision, so you stop reworking low-impact inputs. Demo included.
• Financial disclosure fact binderTraces every number in your narrative back to approved records before it goes out. Demo included.
• Expense Claim Review AssistantApplies policy checks to claims so clean ones pass and every rejection comes with a fixable reason. Demo included.
• Document-to-spreadsheet extraction and expense stewardship consoleCuts manual data entry while keeping an auditable trail from source receipt to exported row. 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.
• Month-End Reconciliation AgentA reproducible reconciliation workpaper where every difference is explained or queued.
• Expense Receipt Reconciliation AgentEvery expense claim line is backed by a matching receipt.
• Financial Model Formula Repair AgentA model that passes all test cases after the repair.
• Broker Commission Reconciliation AgentEvery commission line reconciled or explained.
• Management Reporting Exception AgentA complete management report on time, with remaining gaps visible.
• Budget Request Challenge AgentBudget requests are supported with detail and ranked by value before decisions.
• Investment Maturity Ladder and Policy Check AgentA reinvestment plan for every maturity that meets policy and the cash forecast
• Counterparty Exposure Limit Monitor AgentCounterparty exposure inside limits every day, with a tested transfer plan when it is not
• Forecast Accuracy Variance AgentA weekly accuracy report with traced causes and approved driver changes that reduce error
• Debt Interest and Payment Calendar AgentInterest and fee amounts that match the lender's notice or have a documented difference, ready for payment approval
• Capital Call Preparation AgentAccurate capital call notices whose amounts tie to the fund's needs and each investor's remaining commitment

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.
• LogiSheets MCP serverLet your AI build and edit real Excel spreadsheets with live formulas, then save a .xlsx file you can open. Official.
• 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.
• Google Drive MCP serverLets your AI search and read your Google Drive files and read or edit your Google Sheets.
• CloudScope MCP serverAsk your AI about your Azure or Google Cloud bill and get a plain-English cost report.
• Odoo Pulse MCP serverAsk your AI for a plain-English business report from your Odoo data, with a verdict on how things are going.
• Snowflake MCP serverLets your AI look up and query your Snowflake data, with read-only protection on by default.
• Xero MCP serverLets your AI look up and create Xero invoices, contacts, payments and reports for you.
• Spreadsheet MCP serverLets your AI read, edit, and recalculate Excel files safely, without you opening Excel.
• Odoo 19 MCP serverLet your AI look up, add, and update records in your Odoo 19 company system for you.

Your Grok Bot team 12

• Budget and Forecast AssistantPrepares budgets, forecasts revenue and expenses, and monitors financial performance for operations leaders.
• Financial Analysis and Strategy AssistantAnalyzes financial data, builds forecasts, and flags risks for Managing Directors.
• Variance Report for Finance TeamsAnalyzes budgets, forecasts, and reports for finance specialists.
• Budget Analysis AssistantAnalyzes budgets and financial data to deliver insights and recommendations for a VP of Finance.
• Cash Flow Management AnalystAnalyzes cash flow data, forecasts trends, and flags risks for the Global Head of Finances.
• Finance Budget ForecasterAnalyzes budgets, forecasts trends, and prepares reports for finance managers.
• Budget Management AssistantAnalyzes budgets, tracks spending, and forecasts to keep your company's finances on track.
• Debt Management StrategistAnalyzes, plans, and monitors your company's debt portfolio, from refinancing to compliance.
• Tax Planning AssistantTax planning assistant for finance managers, covering deductions, credits, strategies, and compliance.
• Financial Reporting AssistantPrepares, analyzes, and reviews financial reports with accuracy and compliance.
• Finance Manager Investment AnalystInvestment analysis assistant for finance managers covering research, valuation, risk, and reporting.
• Director Finance Forecast BuilderBuild and maintain accurate financial forecasts for a Director of Finance.