The Vault

Finance & Accounting

88 assets.

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Explain cost breakdown

Explains cost breakdown simply for any audience and level.

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Explain forecast assumptions

Explains forecast assumptions simply for any audience and level.

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Explain payment reminder

Explains payment reminder simply for any audience and level.

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Explain profit and loss narrative

Explains profit and loss narrative simply for any audience and level.

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Finance KPI Dashboard Spec

Specs the key financial metrics a business should track on a dashboard.

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financial FAQ Variations

Produces several distinct, ready-to-use variations of financial FAQ.

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Financial KPI Glossary

Produces plain-language definitions of financial KPIs relevant to a business type. Educational, not financial advice.

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Financial Ratio Explainer

Computes and explains key financial ratios from figures, in plain language.

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Financial Report Narrative

Turns financial numbers into a clear written summary for stakeholders.

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financial summary Variations

Produces several distinct, ready-to-use variations of financial summary.

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forecast assumptions Ideas

Brainstorms specific, actionable ideas around forecast assumptions.

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forecast assumptions Mistakes to Avoid

The common mistakes in forecast assumptions and how to avoid them.

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forecast assumptions Variations

Produces several distinct, ready-to-use variations of forecast assumptions.

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Friendly Invoice Reminder

Writes a polite early reminder for an invoice due soon or just overdue.

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investment memo Variations

Produces several distinct, ready-to-use variations of investment memo.

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Investor Update Template

Monthly investor update — metrics, highlights, lowlights, asks, runway.

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Invoice Follow-Up Email

Drafts a polite, escalating series of emails to follow up on an unpaid invoice. A template, not financial or legal advic…

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Invoice Generator

Builds a clean, complete invoice scaffold from line items and client details.

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invoice reminder Variations

Produces several distinct, ready-to-use variations of invoice reminder.

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Journal Entry Helper

Explains how to record a transaction as a double-entry journal entry.

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Journal Entry Prep

Prepare journal entries with proper debits, credits, and supporting documentation for month-end close. Use when booking…

Anthropic★ 4.80+
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payment reminder Variations

Produces several distinct, ready-to-use variations of payment reminder.

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mcp server

Polygon.io

Provides access to the Polygon.io financial market data APIs for stocks, indices, forex, and options.

Polygon.io0+
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pricing model Variations

Produces several distinct, ready-to-use variations of pricing model.

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