Vice President of Finance: the all-in-one AI plugin

Skills for vice presidents of finance 17

• budget analysis assistantCompares actuals to budget and finds savings. Example: shows why marketing overspent 12% in Q2 and what to cut.
• financial risk management assistantAssesses and mitigates financial risk. Example: flags customer concentration risk when one client is 30% of revenue.
• financial forecasting and analysis assistantBuilds forecasts, budgets, and scenario plans. Example: models next year's revenue at three growth rates with drivers shown.
• budget forecast assistantMaintains budget forecasts and checks accuracy. Example: updates the annual plan monthly and reports where the forecast drifted.
• cash flow management analystForecasts cash and working capital. Example: builds a 13-week cash view and flags a liquidity gap in week nine.
• tax strategy assistantSupports tax planning and compliance. Example: compares entity structures for a new European subsidiary and lists filing deadlines.

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

Ready-made prompts 259

• Industry analysis24 prompts, like Analyze Financial Data For Forecasting
• Budget Analysis5 prompts, like Budget Variance Analysis
• Investment Analysis5 prompts, like Company Valuation Analysis
• Cash Flow Management7 prompts, like Cash Flow Forecasting
• Financial Reporting21 prompts, like Analyze Financial Performance Metrics
• Debt Management27 prompts, like Analyze Debt Structure
• Tax Strategy11 prompts, like Develop Effective Tax Planning Strategies

Apps you can build with AI 3

• Scenario planning platformBuild this to run driver-based scenarios with clear math, so you can show the board how each assumption changes the plan. Demo included.
• Finance shared-model assumption negotiationBuild this to settle conflicting plan assumptions across teams before you consolidate, so one number reaches the board. Demo included.
• Board metric definition registryBuild this to keep one versioned meaning for each board metric, so every leader reports the same number. 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.
• Acquisition Diligence Request AgentA current map of which diligence requests are answered, partly answered or contradicted.
• Finance Metric Definition AgentComparisons only between metrics that really mean the same thing.
• Capital Request Challenge AgentA list of sharp questions and sensitivity results before the board votes on a spend.
• 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
• Forecast Accuracy Variance AgentA weekly accuracy report with traced causes and approved driver changes that reduce error
• Capital Call Preparation AgentAccurate capital call notices whose amounts tie to the fund's needs and each investor's remaining commitment
• Quarterly Valuation Mark Support AgentA supported mark for each holding with method, evidence and a policy check, ready for the committee
• 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.
• Board and Leadership Meeting Pack AgentAssemble a complete, correctly formatted meeting pack on time.

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.
• Outlook Assistant MCP serverLets your AI read, search, send, and organise your Outlook email, calendar, and contacts from the chat.
• Google Drive MCP serverLets your AI search and read your Google Drive files and read or edit your Google Sheets.
• 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 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.
• LogiSheets MCP serverLet your AI build and edit real Excel spreadsheets with live formulas, then save a .xlsx file you can open. Official.
• CloudScope MCP serverAsk your AI about your Azure or Google Cloud bill and get a plain-English cost report.
• Google Workspace MCP serverLets your AI read and write your Gmail, Calendar, Drive, Docs, Sheets and more, all from one chat.
• Metabase MCP serverAsk your AI to explore Metabase dashboards, run safe SQL queries, and explain your data in plain words.
• 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.

Your Grok Bot team 8

• Cash Flow ForecasterBuilds a 13-week cash flow forecast from your bank, AR, AP, and payroll data, flagging crunch weeks.
• Board Deck GeneratorGenerates professional board meeting presentation content with executive summary, financials, and strategic updates.
• Compliance AuditorAudits compliance across GDPR, HIPAA, SOC 2, PCI DSS, and ISO frameworks.
• Forecast Accuracy ReviewEvaluate demand-forecast quality with WMAPE, bias, and Forecast Value Added vs. naive.
• Ceo AdvisorProvide executive leadership guidance for strategic decisions, board preparation, and stakeholder management.
• Warren BuffettSimulates Warren Buffett's investment philosophy and decision-making process.
• Budget Analysis AssistantAnalyzes budgets and financial data to deliver insights and recommendations for a VP of Finance.
• Financial Forecasting and Analysis AssistantTurns financial data into forecasts, budgets, and scenario insights for a VP of Finance.