All-in-one AI plugin for vice president of finances
Vice President of Finance: the all-in-one AI plugin
One download gives your AI 17 finance skills, 259 prompts, 3 apps and a team of Grok Bots, so budget, cash flow and board work move faster.

- 17skills
- 259prompts
- 3apps
- 8Grok bots
What's inside
Your week is a pile of numbers that all need an answer. The board wants a variance story, the CFO wants a cash flow view, a business unit wants a hiring case, and tax season never quite ends. You build each one from scratch in spreadsheets while the clock keeps moving.
Finance skills that do the work
Seventeen skills cover budget analysis, cash flow, forecasting, tax planning, investment review, risk, variance reports and financial reporting. Each one asks for your data and hands back a structured answer.
259 ready-made finance prompts
Prompts across 15 topics, from budget analysis and debt management to audit preparation and stakeholder communication. Open one, paste your numbers, get a usable draft.
Three apps you can build
A scenario planning platform with clear driver math, an assumption negotiation app so two teams stop planning on different numbers, and a board metric registry that holds one fixed meaning per metric.
A team of Grok Bots
Eight agents, among them a Cash Flow Forecaster, a Board Deck Generator, a Compliance Auditor, a Forecast Accuracy Review and a CEO Advisor, ready to take a task while you are in a meeting.
Works in eight AI tools
One download works in ChatGPT, Claude, Microsoft 365 Copilot, Gemini, Grok, Grok Bot, Cursor and Kimi. Keep the AI your company already pays for.
Daily news, ideas, updates
Members get a live feed of AI news for finance leaders, one new idea every day with the prompt to run it, and automatic skill updates. Nothing to reinstall.
A day with your plugin
The plugin drops a full finance team into the AI you already use, ChatGPT, Copilot, Claude, Gemini or Grok. Ask for a budget variance, a 13 week cash flow, or a board metric definition, and you get a structured first draft to edit, not a blank page.
- Morning
You open the budget analysis skill on the monthly close pack. It flags the three cost centers driving the overspend and drafts the first paragraph of variance commentary for the CFO.
- Late morning
A business unit asks to add four hires. You run the scenario planning app to show the cash impact in three cases before you answer.
- Afternoon
The board deck is due. You ask the Board Deck Generator for a metric page from your latest numbers, then check each definition in the board metric registry.
- End of day
Before you leave, you run the cash flow skill on updated receivables to see the 13 week position and any week that dips below your comfort line.
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 Vice President 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 vice president 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 Vice President 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 Vice President 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 Vice President 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 vice president 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 vice president 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 vice president 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 vice president of finances 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.
Show all 14 skills
- strategy finance forecast builderForecasts for strategy decisions. Example: tests whether a new product line pays back within three years under two pricing plans.
- variance report for finance teamsProduces variance breakdowns for finance teams. Example: splits a 400k revenue shortfall into price, volume, and mix.
- global finance report builderConsolidates global financial reports. Example: merges five country packs into one GAAP statement with currency translation notes.
- investment evaluation assistantEvaluates investments end to end. Example: scores a warehouse purchase on ROI, payback, and downside risk before you commit capital.
- fp a reporting guidePrepares leadership and board reporting. Example: drafts the monthly finance pack with variance explanations and control notes.
- financial reporting assistantReviews statements for GAAP or IFRS compliance. Example: checks a lease disclosure against the standard before the auditors arrive.
- finance trend insight studioTurns market data into pricing and benchmark insight. Example: shows how competitor price moves affect your margin next quarter.
- investment analysis assistantRuns valuation and due diligence. Example: builds a DCF for an acquisition target and lists the three assumptions that matter most.
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
Show all 15 topics
- Mergers and Acquisitions22 prompts
- Currency & Exchange Risk13 prompts
- Employee Compensation Plans14 prompts
- Capital Expenditure Planning22 prompts
- Audit Preparation26 prompts
- Risk Management21 prompts
- Performance Metrics14 prompts
- Stakeholder Communication27 prompts
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.
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.
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 vice president 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 vice president of finances, for all eight AIs
- All 17 skills, 259 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 if I am not technical?
A plugin is a set of instructions and files you add to your AI. You download it once, point your AI at the folder or paste it in, and the skills and prompts appear. No code and no setup calls.
Which AI tools does it work with?
ChatGPT, Claude, Microsoft 365 Copilot, Gemini, Grok, Grok Bot, Cursor and Kimi. Use the one your team already has. Every skill behaves the same way in each tool.
What is the difference between the member download and the $49 plugin?
The $49 one-time plugin gives you the skills, prompts and apps as they are today. Members get the same plugin plus daily AI news for your job, a new idea each day with its prompt, and automatic skill updates.
Is my financial data safe?
The plugin itself is only instructions and files. It does not store or send your data. Your chats and any numbers you paste stay inside the AI provider you use, under that provider's settings and terms.
How many downloads do I get?
Members can download two plugins a day, so you can add the finance plugin next to one for another part of your role, or set it up on a second device.
Learn to use AI as a vice president 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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