All-in-one AI plugin for vp of finances
VP of Finances: the all-in-one AI plugin
17 skills, 275 prompts, 4 apps and 12 Grok Bot agents that build forecasts, budgets and reports inside the AI you already use.

- 17skills
- 275prompts
- 4apps
- 12Grok bots
What's inside
Your week is a queue of numbers that must agree. The board wants next year's forecast, the CFO wants the variance explained, procurement wants savings, and the bank wants a cash view. Each answer sits in a different spreadsheet, and you rebuild the same logic every time.
17 skills for finance work
Forecasting, budgeting, cash flow, cost reduction, variance reports, financial reporting and more. Each skill turns your numbers and notes into a finished analysis you can send.
275 ready-made prompts
Grouped into 15 topics, from strategic planning to tax strategy. Pick one, paste your figures, and get a draft you can edit instead of starting from a blank page.
4 apps you can build
A scenario planning platform, an evidence-backed analysis workspace, an assumption negotiation workspace and a market strategy decision workspace. Each keeps every figure linked to its source.
12 Grok Bot agents
A finance team that works while you do: a forecasting analyst, a cash flow analyst, a cost reduction advisor, a reporting assistant and eight more, each with its own job.
Works in eight AI tools
ChatGPT, Claude, Microsoft 365 Copilot, Gemini, Grok, Grok Bot, Cursor and Kimi. Install once in the assistant your team already pays for. No new login to learn.
Daily news, ideas, updates
Members get the AI news for your job each day, one new idea with the prompt to do it, and automatic updates whenever we add skills or improve existing ones.
A day with your plugin
This plugin puts all of it inside the AI you already use. Ask for a forecast, a budget check or a savings list, and the right skill answers with the drivers shown. One download, no new software, and the same numbers your team already trusts.
- Morning
You open the AI you already use and ask the forecasting skill for a 12 month revenue forecast from last quarter's actuals. It returns three cases with the drivers spelled out.
- Late morning
A regional budget misses. The variance report skill splits the gap into price, volume and one-off items, so you can tell the CFO what happened in five minutes.
- Afternoon
Procurement asks where to cut. You run the cost reduction skill on vendor contracts and get ranked savings options with the effort and risk noted for each one.
- End of day
Before you leave, the cash flow management skill refreshes the projection for the next 13 weeks and flags two customers paying late, so you can call them 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 VP 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 vp 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 VP 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 VP 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 VP 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 vp 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 vp 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 vp 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 vp of finances 17
- financial forecasting and analysis assistantBuilds forecasts, budgets, and scenario plans; for example a 2026 revenue forecast from three years of actuals and a 6% growth assumption.
- budget analysis assistantCompares actuals to budget and flags cost, revenue, and capex gaps; for example a $220K marketing overspend in Q2.
- cash flow management analystForecasts cash, working capital, and liquidity; for example a 13-week projection showing a $1.4M dip in week nine.
- strategic finance planning assistantRuns competitor analysis, benchmarking, and capital budgeting; for example ranking three acquisition targets on payback and IRR.
- strategy finance forecast builderBuilds and stress-tests forecasts for strategy calls; for example testing a new plant against a 20% demand shortfall.
- variance report for finance teamsProduces variance breakdowns and finance reports; for example explaining why gross margin fell 180 basis points in Q3.
Show all 14 skills
- cost reduction advisorFinds savings in statements, expense reports, and vendor contracts; for example $1.8M from consolidating three software vendors.
- financial reporting assistantPrepares and reviews statements under IFRS or GAAP; for example checking consolidation entries and disclosure notes before filing.
- fp a reporting guideBuilds leadership review packs, reconciliations, and audit documentation; for example a monthly close pack with dashboard and control checks.
- budget and forecast assistantBuilds a full budget or forecast and explains budget vs actual; for example a bottoms-up FY26 plan by department.
- budget optimization assistantCategorizes expenses and prepares cost cutting and vendor negotiation briefs; for example a 12% reduction plan for facilities spend.
- economic trend analystTurns economic and market data into trend analysis and risk views; for example how rate moves affect our refinancing cost.
- global finance report builderPrepares, consolidates, analyzes, and formats financial reports, statements, forecasts, dashboards, and compliance reviews for a global finance head. Use when the user asks to gath
- strategic decision support assistantTurns market, financial, competitor, and customer data into sourced strategic briefs, models, risk registers, and recommendations for senior leadership. Use when framing strategic
Plus a start-here assistant, the prompt library and the app builder, and for members the daily brief.
Ready-made prompts 275
- Strategic Planning Assistance12 prompts, like Assess Financial Risks To Strategic Plans
- Financial Modeling and Analysis22 prompts, like Budget Forecasting Model Builder
- Risk Management Strategies22 prompts, like Analyze Insurance Claims and Coverage
- Financial Reporting Assistance22 prompts, like Analyze Financial Data Trends
- Budget Preparation and Analysis20 prompts, like Analyze Budget Variances
- Investment Portfolio Review6 prompts, like Analyze Tax Efficiency of Investment Portfolio
- Cost Reduction Analysis22 prompts, like Support Vendor Negotiation Strategy
Show all 15 topics
- Economic Trend Analysis22 prompts
- Cash Flow Management17 prompts
- Compliance and Regulatory Advice22 prompts
- Financial Forecasting10 prompts
- Mergers and Acquisitions Analysis22 prompts
- Tax Planning and Strategy19 prompts
- Capital Structure Optimization15 prompts
- Performance Metrics Analysis22 prompts
Apps you can build with AI 4
- Scenario planning platformBuild it to run driver-based scenarios with clear explanations, so you can defend each plan in a leadership review. Demo included.
- Evidence-backed data analysis and reporting workspaceBuild it so every figure in a finance report traces back to its source before it reaches the board. Demo included.
- Finance shared-model assumption negotiationBuild it to settle conflicting assumptions across departments before plans are consolidated into one number. Demo included.
- Assumption-driven market strategy decision workspaceBuild it to cut strategy revision cycles by keeping every market assumption linked to its evidence. Demo included.
Your Grok Bot team 12
- Financial Forecasting and Analysis AssistantTurns financial data into forecasts, budgets, and scenario insights for a VP of Finance.
- 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.
- Strategic Finance Planning AssistantStrategic financial analysis and planning support for an EVP of Finances.
- Strategy Finance Forecast BuilderBuilds and maintains financial forecasts for strategy decisions, from data to reporting and updates.
- Variance Report for Finance TeamsAnalyzes budgets, forecasts, and reports for finance specialists.
- Cost Reduction AdvisorAnalyzes financial data to find savings, optimize budgets, and support cost reduction decisions.
- Financial Reporting AssistantPrepares, analyzes, and reviews financial reports with accuracy and compliance.
- FP&A Reporting GuidePrepares financial reports, analyses, and dashboards with guidance and documentation for finance leadership.
- Budget and Forecast AssistantPrepares budgets, forecasts revenue and expenses, and monitors financial performance for operations leaders.
- Budget Optimization AssistantAnalyzes financial data and budgets to cut costs, forecast, and optimize spending.
- Economic Trend AnalystTurns economic data into forecasts, risk reports, and strategic plans for the EVP 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 vp 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 vp of finances, for all eight AIs
- All 17 skills, 275 prompts and 4 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 can I install it without technical knowledge?
A plugin is a file you add to your AI account that gives it new instructions and ready-made prompts. You download it, click install or upload, and the skills appear. No coding, no setup. If you can attach a file to an email, you can do this.
Which AI tools does it work with?
ChatGPT, Claude, Microsoft 365 Copilot, Gemini, Grok, Grok Bot, Cursor and Kimi. You use the assistant your team already has open. The same skills, prompts and apps work in each one, so nothing changes when your company switches tools.
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 a single download. Members also get the daily news for your job, a new idea every day with the prompt to run it, and automatic skill updates as we add them.
Is my financial data safe?
The plugin is instructions and files, not a service that stores your data. Your chats stay with the AI provider you use, under your company's existing rules. Keep working inside the same tools your team already approved.
How many downloads do I get?
Two plugins a day, so you can set up your own assistant and a colleague's on the same afternoon. Download once and the plugin stays in your account.
Learn to use AI as a vp 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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