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.

- 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.
- 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.
- 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.
- 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.
- 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.
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 Manager of Finances 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 manager of finances 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 Manager of Finances 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 Manager of Finances 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 Manager of Finances 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 manager 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 manager 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.
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 manager of finances 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 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
- 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
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
- 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.
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
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.
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