Skills for your AI
Turns financial data into decision-ready charts, dashboards, scorecards, forecasts and narratives, from data collection to final visuals. Use when the user asks for financial dashboards, KPI visuals, trend or variance analysis, forecasting charts, risk heat ma
Extracts structured data from invoices, receipts, and bank or credit card statements, categorizes expenses, identifies spending patterns, and generates expense reports. Use when the user shares a financial document or asks to parse, categorize, analyze, or rep
Converts, merges, examines and analyzes uploaded financial files to extract insights. Use when the user uploads a financial file and asks for a format conversion, a merge, a content examination, or trend and pattern analysis.
Builds and maintains financial forecasts from data collection through stakeholder reporting, covering data cleaning, trend and ratio analysis, scenario modeling, forecast validation, reporting, and investment evaluation. Use when gathering or cleaning financia
Turns historical financial data, market trends, and business assumptions into forecasts, budgets, scenario plans, and reports. Use when the user needs trend analysis, budgeting, revenue or expense forecasting, cash flow projections, financial models, risk scen
Turns a business unit's financial data into forecasts, trend analyses, model recommendations, scenario and sensitivity analyses, variance reports, risk assessments, and budget integration plans. Use when the user asks to collect or summarize financial statemen
Produces financial forecasts, scenario analyses, budgets, risk assessments, and executive reports from historical financial data. Use when asked to analyze financial trends, build or update forecasting models, run scenarios or sensitivity tests, create budgets
Builds revenue, expense, cash flow, budget, and multi-year financial forecasts from historical data, runs sensitivity, scenario, risk, and variance analyses, and benchmarks performance. Use when a manager needs projections, budgets, capex plans, cash flow stra
Builds and runs financial forecasts, scenario analyses, cash flow projections, budgets, risk assessments, and cost analyses from historical data and business assumptions. Use when the user needs revenue or expense projections, cash flow planning, budgeting, sc
Prepares, analyzes, forecasts, and monitors financial data through cleaning, trend analysis, forecast models, scenario and sensitivity analysis, statement projections, budgeting, risk assessment, and variance tracking. Use when a financial analyst needs data c
Builds financial goal plans with timelines, monthly savings targets, investment strategies, milestone tracking, and next-step checklists. Use when someone names a savings goal like a house down payment, retirement, or college fund and wants a plan, a monthly f
Build integrated financial models with 3-statement projections. Create income statement, balance sheet, and cash flow models with proper linkages.
Builds financial models, forecasts, valuations, risk and M&A analyses from provided financial data. Use when the user needs data organized, revenue or budget forecasts, scenario and sensitivity tests, company or asset valuations, financial statement or cash fl
Builds and analyzes financial models for forecasting, statements, valuation, scenarios, capital budgeting, ratios, costs, cash flow, M&A, risk, capital structure, and pricing. Use when the user supplies financial data and asks for forecasts, valuations, statem
Builds and analyzes financial models for consulting decisions, covering statement analysis, forecasting, scenarios, valuation, budgeting, risk, M&A, working capital, and reporting. Use when a consultant needs financials turned into forecasts, valuations, or sc
Builds and explains financial models for forecasting, valuation, sensitivity and scenario analysis, capital budgeting, M&A, cash flow, capital structure, pricing, FP&A, portfolio optimization, and risk. Use when an analyst needs projections, intrinsic value, s
Supports the full financial modeling cycle—data gathering, structure and formulas, scenarios, forecasts, valuation, cash flow, ratios, M&A, visualization, and error checking—for strategy directors. Use when the user asks to gather financial statements, build o
Turns raw financial data into decision-ready analysis — ratios, trends, benchmarks, variances, forecasts, cost and profitability breakdowns, cash flow and efficiency metrics. Use when the user asks to organize financial statements, calculate or interpret ratio
Turns company financial data into decision-ready analysis — ratios, KPIs, variances, forecasts, ROI/NPV/IRR, cash flow, dashboards, benchmarking, risk, balanced scorecard, and investor drafts. Use when a VP of Finance needs financial performance analysis, fore
Analyzes personal and business finances across budgeting, investments, retirement, taxes, debt, insurance, education, estate, cash flow, charitable giving, business planning, and tax compliance. Use when the user asks for financial analysis, budget or debt pla
Automates financial data extraction, modeling, statement analysis, budgeting, reporting, risk, compliance, audit, and tax work for financial analysts. Use when the user needs financial data cleaned, models or forecasts built, statements analyzed, budgets prepa
Plans, implements, and monitors automated financial processes — data analysis, process mapping, tool selection, implementation, training, monitoring, invoice/expense automation, reporting, reconciliation, and decision support. Use when the user asks to analyze
Builds and stress-tests startup financial projections, including expense estimates, cash flow, P&L, balance sheets, ratios, sensitivity analyses, capital budgeting, and scenario plans. Use when a founder needs projections, financial statement analysis, or scen
Calculates and interprets financial ratios (liquidity, profitability, solvency, efficiency, market, DuPont, trends, scenarios, forecasts) from company financial statements. Use when a finance manager asks to compute, compare, or explain ratios, assess financia
