Category

Finance & Accounting

Vetted AI assets for finance and accounting — prompts, agents, templates, and Gulf VAT knowledge packs for modeling, reporting, and compliance. Informational, not financial advice.

88 assets in this category

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Finance & Accounting — AI Khazna
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The common mistakes in forecast assumptions and how to avoid them.
forecast assumptions Mistakes to Avoid
The common mistakes in forecast assumptions and how to avoid them.0+
knowledge packclaudechatgptgemini
US GAAP essentials — revenue recognition, leases, key differences from IFRS.
US GAAP Quick Reference Pack
US GAAP essentials — revenue recognition, leases, key differences from IFRS.0+
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Generates ready-to-use payment reminder tailored to your audience.
Create payment reminder
Generates ready-to-use payment reminder tailored to your audience.0+
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Produces several distinct, ready-to-use variations of variance analysis.
variance analysis Variations
Produces several distinct, ready-to-use variations of variance analysis.0+
knowledge packclaudechatgptgemini
MRR, ARR, NDR, CAC, LTV, magic number, Rule of 40 — definitions and formulas.
SaaS Metrics Pack
MRR, ARR, NDR, CAC, LTV, magic number, Rule of 40 — definitions and formulas.0+
mcp serverclaude_appclaude_codecursor
This Model Context Protocol (MCP) server provides a powerful tool for developers and financial analysts to gain insight into the potential costs of their AWS CDK projects. It automatically scans CDK configurations to pinpoint the specific AWS services being provisioned and then fetches up-to-date pr…
AWS Cost Analysis
An MCP server designed to analyze AWS Cloud Development Kit (CDK) projects, identify the AWS services they utilize, and retrieve corresponding pricing…0+
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Produces several distinct, ready-to-use variations of investment memo.
investment memo Variations
Produces several distinct, ready-to-use variations of investment memo.0+
templateclaudechatgpt
Monthly investor update — metrics, highlights, lowlights, asks, runway.
Investor Update Template
Monthly investor update — metrics, highlights, lowlights, asks, runway.0+
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Brainstorms specific, actionable ideas around forecast assumptions.
forecast assumptions Ideas
Brainstorms specific, actionable ideas around forecast assumptions.0+
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Produces several distinct, ready-to-use variations of cash-flow forecast.
cash-flow forecast Variations
Produces several distinct, ready-to-use variations of cash-flow forecast.0+
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Brainstorms specific, actionable ideas around profit and loss narrative.
profit and loss narrative Ideas
Brainstorms specific, actionable ideas around profit and loss narrative.0+
mcp serverclaude_appclaude_codecursor
An official MCP server that provides access to the Polygon.io financial market data APIs, covering stocks, indices, forex, options, and more. Informational only, not financial advice.
Polygon.io
Provides access to the Polygon.io financial market data APIs for stocks, indices, forex, and options.0+
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The common mistakes in expense policy and how to avoid them.
expense policy Mistakes to Avoid
The common mistakes in expense policy and how to avoid them.0+
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Brainstorms specific, actionable ideas around variance analysis.
variance analysis Ideas
Brainstorms specific, actionable ideas around variance analysis.0+
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Produces several distinct, ready-to-use variations of financial summary.
financial summary Variations
Produces several distinct, ready-to-use variations of financial summary.0+
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Specs the key financial metrics a business should track on a dashboard.
Finance KPI Dashboard Spec
Specs the key financial metrics a business should track on a dashboard.0+
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Structures a cost-benefit analysis for a decision, including intangibles and risks.
Cost-Benefit Analysis Builder
Structures a cost-benefit analysis for a decision, including intangibles and risks.0+
mcp serverclaude_appclaude_codecursor
An MCP server that interacts with the Twelve Data APIs, giving AI agents access to real-time and historical financial market data across stocks, forex, and more. Informational only, not financial advice.
Twelve Data
Connects to the Twelve Data APIs for real-time and historical financial market data.0+
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Explains payment reminder simply for any audience and level.
Explain payment reminder
Explains payment reminder simply for any audience and level.0+
mcp serverclaude_appclaude_codecursor
Interact with your private-equity portfolio data and metrics.
Chronograph
Interact with your private-equity portfolio data and metrics.0+
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Produces several distinct, ready-to-use variations of payment reminder.
payment reminder Variations
Produces several distinct, ready-to-use variations of payment reminder.0+
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Produces several distinct, ready-to-use variations of invoice reminder.
invoice reminder Variations
Produces several distinct, ready-to-use variations of invoice reminder.0+
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Outlines a best/base/worst-case scenario model with the assumptions to vary. Educational, not financial advice.
Scenario Planning Model Guide
Outlines a best/base/worst-case scenario model with the assumptions to vary. Educational, not financial advice.0+
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Explains common depreciation methods and illustrates them on a sample asset. Educational, not financial advice.
Depreciation Method Explainer
Explains common depreciation methods and illustrates them on a sample asset. Educational, not financial advice.0+

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