Complete AI Training

All-in-one AI plugin for manager of finances

The all-in-one AI plugin for Manager 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.

Works inChatGPTClaudeMicrosoft 365 CopilotGeminiGrokGrok BotCursorKimi
Manager of Finances at work
Inside the boxv1.0.0
  • 17skills
  • 186prompts
  • 6apps
  • 12Grok bots

What's inside

Your week fills up with budget versions, forecast updates, and questions about why actuals missed plan. You pull numbers from several files, chase explanations, and still need a clear report for leaders. The work is important, but the manual steps eat your time.

  • 17 finance skills

    Build budgets, forecast revenue and expenses, explain variances, review cash flow, plan debt, handle tax questions, and prepare reports. Each skill follows a finance workflow you can use right away.

  • 186 prompts ready to use

    Pick a prompt for budget analysis, investment evaluation, expense tracking, debt management, tax planning, reporting, risk, cash flow, compensation, mergers, or currency. The prompt asks for the facts your AI needs.

  • 6 apps for daily work

    Use focused apps for budget variance, expense claims, financial planning sensitivity, disclosure checks, and document to spreadsheet work. They keep figures traceable and reduce manual entry.

  • 12 Grok Bot agents

    Your team of agents covers budgeting, forecasting, variance reports, cash flow, debt, tax, financial reporting, investment analysis, and director level forecasts. Assign a task and get a structured answer.

  • Works in eight AIs

    Use the plugin in ChatGPT, Claude, Microsoft 365 Copilot, Gemini, Grok, Grok Bot, Cursor, and Kimi. Keep the AI you know and add finance skills to it.

  • Daily news and updates

    Members get a live connection to Complete AI Training for daily AI news for finance managers, a new idea with the prompt each day, and automatic skill updates.

A day with your plugin

The plugin puts 17 finance skills, 186 prompts, and 6 apps inside the AI you already use. Ask for a budget, a variance breakdown, or a cash flow view. Your AI follows finance steps and gives you a draft you can review and send.

  1. Morning

    Open your AI and ask the budget and forecast assistant skill to update this quarter's cash flow forecast from last month's actuals. It flags gaps and lists questions for department leads.

  2. Late morning

    A budget owner asks why marketing overspent. Use the budget variance explainer app to separate calculated variance from management's explanation, then draft a short note for the leadership meeting.

  3. Afternoon

    You need to review a new equipment purchase. Ask the investment evaluation assistant skill for ROI, payback, and a sensitivity case if costs rise 10 percent. It gives you a one page summary.

  4. End of day

    Before you leave, use the cash flow management analyst skill to check receivables, payables, and liquidity. It highlights late invoices and suggests which vendor terms to review tomorrow.

Install it in your AI

Choose the AI you use. No technical knowledge needed: it's a few clicks and some copy and paste.

Gemini

Skills you upload to Gemini, a ready Gem, and a Gemini CLI extension. About 2 minutes.

  1. Download the Gemini version and unzip it.
  2. Go to gemini.google.com and open Settings → Skills → Upload.
  3. Upload the SKILL.md files from the skills folder, starting with the folder whose name ends in -assistant. Gemini now uses them by itself.
  4. Prefer a Gem? Open Gems → New Gem, paste gem/instructions.txt and upload the files in gem/knowledge.
  5. Using Gemini CLI? gemini extensions install on 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.

Become a member

Or buy this plugin for $49 · Sign in

Everything in the plugin

Your AI picks the right part by itself. You can also ask for one by name.

Skills for manager of finances 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.
Show all 14 skills
  • budget management assistantTracks expenses and reviews capital spending. Example: categorizing last quarter's spend and flagging two capex items to defer.
  • debt management strategistReviews the debt portfolio, covenants, and refinancing options. Example: comparing refinancing offers against current terms and covenant headroom.
  • tax planning assistantFinds deductions, credits, and payment timing. Example: checking whether quarterly estimated payments should change after a revenue shift.
  • financial reporting assistantPrepares and reviews statements for GAAP or IFRS. Example: a consolidation check before the monthly close package goes out.
  • finance manager investment analystValues investments and benchmarks performance. Example: an ROI model for a new warehouse lease against two alternatives.
  • director finance forecast builderBuilds forecasts and executive presentations. Example: a board pack with revenue scenarios and the three risks that matter most.
  • agency finance financial analystRuns full financial models and scenario analysis. Example: a three-statement model testing a 15% price increase.
  • investment evaluation assistantEvaluates investments end to end. Example: due diligence on an acquisition target with ROI and risk findings.

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

Ready-made prompts 186

Show all 11 topics
  • Cash Flow Management8 prompts
  • Employee Compensation Analysis22 prompts
  • Merger and Acquisition Analysis11 prompts
  • Currency and Exchange Rate Prediction22 prompts

Apps you can build with AI 6

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.

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 manager 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
Become a member

This plugin only

Standalone plugin

$49 once

  • The plugin for manager of finances, for all eight AIs
  • All 17 skills, 186 prompts and 6 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 without technical knowledge?

A plugin is a set of instructions and files that your AI reads. You download it, open the install guide, and follow the steps for your AI. No coding is needed.

Which AI does it work with?

It works in ChatGPT, Claude, Microsoft 365 Copilot, Gemini, Grok, Grok Bot, Cursor, and Kimi. You choose the AI you already use at work.

What is the difference between the member download and the $49 one-time standalone plugin?

The member download includes daily AI news for your job, a new idea with the prompt each day, and automatic skill updates. The $49 one-time standalone plugin does not include those member extras.

Is my data safe?

The plugin is instructions and files. Your AI provider handles your chats and data under its own privacy and security terms. The plugin does not send your data anywhere on its own.

How many downloads can I get?

Members can download two plugins a day. You keep the files and can install them in the AI tools you use.

Learn to use AI as a manager of finances

The plugin does the work; the learning path shows you how to get the most out of it, step by step.

Open the learning path

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