Skill library
Ready-to-use skills for business teams. Add one to your pod and everyone's AI uses the same version.
Finance
- Budget variance note Official
Explains budget vs actual variances over a threshold: favorable or unfavorable, the driver (timing, volume, price, one-off), and the forecast impact. - Cash runway update Official
Writes a cash runway update: cash, 3-month average net burn, runway in months, base, downside and upside scenarios, and levers, formulas shown. - Expense policy check Official
Checks expenses against your expense policy, line by line: pass, flag, or fail with the rule quoted, missing receipts, and out-of-policy totals. - Financial model assumptions review Official
Reviews a financial model's assumptions: lists each with its source, tests sensitivity, checks plausibility against history, and names the 3 that matter. - Month-end close checklist Official
Builds a month-end close checklist for a small company: reconciliations, accruals, deferred revenue, payroll, and review, with owners and day offsets. - Monthly investor update Official
Writes a short, honest monthly investor update: summary, KPIs, highlights, lowlights with cause and fix, cash and runway, and specific asks. - Monthly KPI summary for leadership Official
Writes a monthly KPI summary: a headline, each KPI vs last month and target with the reason, and 3 things to act on. Never invents numbers. - Overdue invoice reminder emails Official
Writes overdue invoice reminders by stage, from before due to 30+ days late, firm but polite, with the invoice details and how to pay up front. - SaaS spend review Official
Reviews SaaS subscriptions: owners, seats used vs paid, overlapping tools, renewal and notice deadlines, and cancel, downgrade or keep with savings. - Unit economics check Official
Checks CAC, LTV, LTV to CAC, payback, and gross margin from your numbers, shows each formula, and flags definitional mistakes that inflate results.
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