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All-in-one AI plugin for vps of finance

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.

Works inChatGPTClaudeMicrosoft 365 CopilotGeminiGrokGrok BotCursorKimi
Get the pluginSee what's inside
VP of Finances at work
Inside the boxv1.1.0
  • 17skills
  • 275prompts
  • 12AI agents
  • 12connections (MCP)
  • 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.

  1. 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.

  2. 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.

  3. 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.

  4. 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.

ChatGPTClaudeMicrosoft 365 CopilotGeminiGrokGrok BotCursorKimi

ChatGPT

Your own GPT on chatgpt.com, plus a plugin for Codex and ChatGPT workspaces. About 5 minutes.

  1. Download the ChatGPT version and unzip it (double-click the file).
  2. On a computer, open chatgpt.com/gpts/editor in your browser (or in ChatGPT: GPTs in the left menu, then + Create at the top right). You need a paid ChatGPT plan (Plus, Pro, Business or Enterprise) to make a GPT, and it can't be done in the phone app.
  3. You see two tabs at the top, Create and Configure: click Configure.
  4. Name it VP of Finances Assistant. Open custom-gpt/instructions.txt, copy everything and paste it into Instructions.
  5. Under Knowledge, upload all the files from the custom-gpt/knowledge folder.
  6. Paste the lines from conversation-starters.txt as conversation starters and click Create.
  7. For the daily news, ideas and skill updates: at chatgpt.com go to Settings → Plugins → Create, add the Complete AI Training server and sign in with your membership. Your Connect page 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.

Start for Free

Or buy this plugin for $49 · Sign in

Once it's installed, type this

  1. "What can you help me with as a vp of finances?"Your AI introduces the plugin and suggests where to start.
  2. "Run the Board Pack Reconciliation Agent"Starts one of your 12 AI agents. It asks you a few questions first, then runs the task step by step and checks with you before anything important.
  3. "Which apps can you connect to?"Your AI lists the 12 connections for vps of finance and walks you through adding the ones you use, one app at a time.
  4. "Find a prompt for …"Picks one of the 275 ready-made prompts and asks for your details.

Everything in the plugin

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

Skills for vps of finance 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

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

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.

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.
  • LogiSheets MCP serverLet your AI build and edit real Excel spreadsheets with live formulas, then save a .xlsx file you can open. Official.
  • Outlook Attachment Reader MCP serverLet your AI open and read the files attached to your Outlook emails, and send local files as drafts.
  • Excel MCP serverLets your AI create, read and edit Excel workbooks for you, without opening Excel.
  • Google Drive MCP serverLets your AI search and read your Google Drive files and read or edit your Google Sheets.
  • Outlook Assistant MCP serverLets your AI read, search, send, and organise your Outlook email, calendar, and contacts from the chat.
  • Google Sheets MCP serverLets your AI read, write, and format your Google Sheets for you, right from the chat.
  • Google Workspace MCP serverLets your AI read and write your Gmail, Calendar, Drive, Docs, Sheets and more, all from one chat.
  • OfficeAgent MCP serverLet your AI edit Word, PowerPoint and Excel files, with changes you can review before saving. Official.
  • Odoo Pulse MCP serverAsk your AI for a plain-English business report from your Odoo data, with a verdict on how things are going.
  • DataCharter MCP serverLets your AI query your files and databases locally, with only the columns you allow and private details hidden.
  • Metabase MCP serverAsk your AI to explore Metabase dashboards, run safe SQL queries, and explain your data in plain words.

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 vps of finance, and for 500 other jobs
  • Daily AI news and a new idea every day, inside your AI
  • Skills update by themselves
  • 700+ video courses and certificates
  • Download up to 2 plugins a day
Info
  • All 700+ AI video courses and prompt courses, with a certificate for LinkedIn after each exam
  • Your 3 steps: courses tailored to your job with AI Expert certificates, your AI set up with one prompt in 15 minutes, and your AI Coach every day
  • All AI Plugins, Skills, Grokbot Templates, AI agents, MCP connections & Prompts for your job
  • Your job's AI kit for ChatGPT, Claude or Copilot, with step-by-step instructions to set it up
  • The AI Coach: a short daily brief and one new idea for your job
  • New courses and updates included
Info
  • You and up to 50 people get tailored AI Learning Paths and access
  • A team page: invite people by email, remove them any time
  • Each person gets AI set up for their own job
  • See everyone's progress, plus a monthly team report
  • Spreadsheet export and an API for your HR systems

Free for 3 days, then $99 a year (Business $990), renewed every year with updates. Cancel before the trial ends and you pay nothing.Free for 3 days, then $99 once (Business $990) for 12 months of full access, no renewal. Cancel before the trial ends and you pay nothing.

Pay on Stripe's secure page, no questions first. You're back here straight after, ready to download.

This plugin only

Standalone plugin

$49 once

  • The plugin for vps of finance, for all eight AIs
  • All 17 skills, 275 prompts, 12 AI agents and 4 apps
  • The connections guide
  • 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.

Open the learning path

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