{"title":"AI Finance Agents","description":"\u003cp\u003e\u003cstrong\u003eAI finance agents that model forecasts, analyse budgets, and produce financial outputs end-to-end — no prompting knowledge required.\u003c\/strong\u003e Each agent configures Claude, ChatGPT, or any AI chat into a specialist finance professional that leads the entire process, asks the right questions, and delivers a complete, professionally structured financial output.\u003c\/p\u003e\n\n\u003ch3\u003eWhat AI finance agents do\u003c\/h3\u003e\n\u003cp\u003eFinance tasks that normally require hours of modelling and structured analysis — revenue forecasts, budget reviews, financial summaries, investment analyses — get handled end-to-end. The agent takes charge from activation, gathers the numbers and context it needs one question at a time, and delivers a complete financial output ready for review or presentation.\u003c\/p\u003e\n\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eForecasting\u003c\/strong\u003e — Revenue models, pipeline forecasts, scenario planning\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eBudget Analysis\u003c\/strong\u003e — Budget reviews, variance analysis, spend breakdowns\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eFinancial Reporting\u003c\/strong\u003e — Executive summaries, board-ready financial updates, KPI dashboards\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eInvestment Analysis\u003c\/strong\u003e — ROI calculations, business case frameworks, cost-benefit analysis\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eCash Flow\u003c\/strong\u003e — Cash flow projections, runway analysis, burn rate modelling\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003eHow it works\u003c\/h3\u003e\n\u003cp\u003eLoad the skill file into your Claude Project or paste as a system prompt in ChatGPT. Paste the activation prompt into the conversation. The agent immediately starts asking about your numbers, time period, and objectives — one question at a time — then produces a complete, professionally structured financial output. No prompting experience needed.\u003c\/p\u003e\n\n\u003ch3\u003eWorks with Claude, ChatGPT, or any AI chat\u003c\/h3\u003e\n\u003cp\u003eEvery agent comes with two files: the skill file and the activation prompt. Load both and the agent takes over. Works with Claude (recommended), ChatGPT, or any AI assistant that accepts system prompts.\u003c\/p\u003e\n\n\u003cp\u003e\u003cem\u003eStop spending days building financial models and reports that AI can structure and produce in minutes. Activate the agent, answer its questions, and get a finished financial output.\u003c\/em\u003e\u003c\/p\u003e","products":[{"product_id":"dorothy-ai-cash-flow-agent","title":"Dorothy — AI Cash Flow Agent","description":"\u003cdiv style=\"font-family: 'DM Sans', sans-serif; color: #1A1A18; max-width: 680px;\"\u003e\n\n  \u003cp style=\"font-size: 16px; font-weight: 600; color: #1A1A18; line-height: 1.5; margin: 0 0 8px 0;\"\u003e\n    Load Dorothy into Claude and get a Senior Cash Flow Agent who builds 13-week forecasts, analyses working capital, and identifies specific actions to extend runway and improve cash position — so you know exactly how many weeks of cash the business has and what to do about it.\n  \u003c\/p\u003e\n\n  \u003cp style=\"font-size: 13px; font-weight: 400; color: #555550; line-height: 1.7; margin: 0 0 28px 0;\"\u003e\n    Profitable businesses run out of cash all the time — because nobody is actively managing the timing of money in and money out. Dorothy fixes that. She asks targeted questions about your cash position, revenue, payment terms, and burn before building anything — then delivers a complete cash management framework with specific, quantified actions rather than generic advice. Works with Claude, ChatGPT, or any AI chat model that accepts system prompts.\n  \u003c\/p\u003e\n\n  \u003cdiv style=\"background: #EAF3DE; border-radius: 12px; padding: 24px 28px; margin-bottom: 24px;\"\u003e\n    \u003cp style=\"font-size: 10px; font-weight: 600; color: #3B6D11; letter-spacing: 0.08em; text-transform: uppercase; margin: 0 0 16px 0;\"\u003eWhat you get\u003c\/p\u003e\n    \u003cul style=\"margin: 0; padding: 0; list-style: none;\"\u003e\n      \u003cli style=\"font-size: 13px; color: #1A1A18; padding: 7px 0; border-bottom: 1px solid rgba(59,109,17,0.12); display: flex; align-items: flex-start; gap: 10px;\"\u003e\n        \u003cspan style=\"color: #3B6D11; font-weight: 600; flex-shrink: 0;\"\u003e→\u003c\/span\u003e\n        \u003cspan\u003e\u003cstrong\u003eCash position summary\u003c\/strong\u003e — current cash, monthly burn rate, and runway at current spend so leadership has a clear, honest answer to the question everyone is thinking but nobody is saying out loud\u003c\/span\u003e\n      \u003c\/li\u003e\n      \u003cli style=\"font-size: 13px; color: #1A1A18; padding: 7px 0; border-bottom: 1px solid rgba(59,109,17,0.12); display: flex; align-items: flex-start; gap: 10px;\"\u003e\n        \u003cspan style=\"color: #3B6D11; font-weight: 600; flex-shrink: 0;\"\u003e→\u003c\/span\u003e\n        \u003cspan\u003e\u003cstrong\u003e13-week cash flow forecast\u003c\/strong\u003e — weekly cash in by source, cash out by category, and closing balance week by week with danger weeks flagged so you can see exactly when the business hits its minimum cash threshold\u003c\/span\u003e\n      \u003c\/li\u003e\n      \u003cli style=\"font-size: 13px; color: #1A1A18; padding: 7px 0; border-bottom: 1px solid rgba(59,109,17,0.12); display: flex; align-items: flex-start; gap: 10px;\"\u003e\n        \u003cspan style=\"color: #3B6D11; font-weight: 600; flex-shrink: 0;\"\u003e→\u003c\/span\u003e\n        \u003cspan\u003e\u003cstrong\u003eWorking capital analysis\u003c\/strong\u003e — debtor days, creditor days, and cash conversion cycle calculated so you can see the gap between when cash goes out and when it comes back in and exactly how wide that gap is\u003c\/span\u003e\n      \u003c\/li\u003e\n      \u003cli style=\"font-size: 13px; color: #1A1A18; padding: 7px 0; border-bottom: 1px solid rgba(59,109,17,0.12); display: flex; align-items: flex-start; gap: 10px;\"\u003e\n        \u003cspan style=\"color: #3B6D11; font-weight: 600; flex-shrink: 0;\"\u003e→\u003c\/span\u003e\n        \u003cspan\u003e\u003cstrong\u003eCash improvement actions\u003c\/strong\u003e — ranked by cash impact and speed, each with a specific action and its expected timing effect so you know which lever to pull first and how much cash it will release\u003c\/span\u003e\n      \u003c\/li\u003e\n      \u003cli style=\"font-size: 13px; color: #1A1A18; padding: 7px 0; border-bottom: 1px solid rgba(59,109,17,0.12); display: flex; align-items: flex-start; gap: 10px;\"\u003e\n        \u003cspan style=\"color: #3B6D11; font-weight: 600; flex-shrink: 0;\"\u003e→\u003c\/span\u003e\n        \u003cspan\u003e\u003cstrong\u003eRunway scenarios\u003c\/strong\u003e — base case, downside, and with improvement actions applied so the board, bank, or investors can see the range of outcomes and what the business is doing to move toward the better ones\u003c\/span\u003e\n      \u003c\/li\u003e\n      \u003cli style=\"font-size: 13px; color: #1A1A18; padding: 7px 0; display: flex; align-items: flex-start; gap: 10px;\"\u003e\n        \u003cspan style=\"color: #3B6D11; font-weight: 600; flex-shrink: 0;\"\u003e→\u003c\/span\u003e\n        \u003cspan\u003e\u003cstrong\u003eCash monitoring framework\u003c\/strong\u003e — weekly review cadence, minimum cash threshold, and escalation triggers so cash management becomes a routine rather than a crisis response\u003c\/span\u003e\n      \u003c\/li\u003e\n    \u003c\/ul\u003e\n  \u003c\/div\u003e\n\n  \u003cdiv style=\"display: flex; align-items: center; gap: 20px; background: #FFFFFF; border: 1px solid #E8E6E0; border-radius: 8px; padding: 14px 20px; margin-bottom: 24px;\"\u003e\n    \u003cspan style=\"font-size: 11px; color: #888780; font-family: monospace;\"\u003e📄 dorothy-cash-flow-agent.md\u003c\/span\u003e\n    \u003cdiv style=\"width: 1px; height: 16px; background: #E8E6E0;\"\u003e\u003c\/div\u003e\n    \u003cspan style=\"font-size: 11px; color: #888780;\"\u003eUnder 2 min install\u003c\/span\u003e\n    \u003cdiv style=\"width: 1px; height: 16px; background: #E8E6E0;\"\u003e\u003c\/div\u003e\n    \u003cspan style=\"font-size: 11px; color: #888780;\"\u003eWorks with Claude \u0026amp; ChatGPT\u003c\/span\u003e\n  \u003c\/div\u003e\n\n  \u003cdiv style=\"border-left: 3px solid #3B6D11; padding-left: 16px;\"\u003e\n    \u003cp style=\"font-size: 10px; font-weight: 600; color: #3B6D11; letter-spacing: 0.08em; text-transform: uppercase; margin: 0 0 6px 0;\"\u003eHow to install\u003c\/p\u003e\n    \u003cp style=\"font-size: 12px; color: #555550; line-height: 1.7; margin: 0;\"\u003e\n      Download both files → open Claude → paste the contents of dorothy-cash-flow-agent.md into your Project Instructions or system prompt → paste the activation prompt into the conversation → Dorothy asks her questions one at a time and delivers a complete cash flow framework with specific actions to improve the position. Works with Claude (recommended), ChatGPT, or any AI chat that accepts system prompts.\n    \u003c\/p\u003e\n  \u003c\/div\u003e\n\n\u003c\/div\u003e","brand":"Kissmyskills","offers":[{"title":"Default Title","offer_id":57851006255368,"sku":null,"price":49.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/1036\/1444\/7880\/files\/dorothy-cash-flow-agent-card.png?v=1779231209"},{"product_id":"edward-ai-cfo-agent","title":"Edward — AI CFO Agent","description":"\u003cdiv style=\"font-family: 'DM Sans', sans-serif; color: #1A1A18; max-width: 680px;\"\u003e\n\n  \u003cp style=\"font-size: 16px; font-weight: 600; color: #1A1A18; line-height: 1.5; margin: 0 0 8px 0;\"\u003e\n    Load Edward into Claude and get a Senior CFO Agent who provides strategic financial guidance — unit economics, fundraising preparation, margin strategy, and board financial communication — so founders and business leaders get CFO-level financial thinking without a full-time finance executive.\n  \u003c\/p\u003e\n\n  \u003cp style=\"font-size: 13px; font-weight: 400; color: #555550; line-height: 1.7; margin: 0 0 28px 0;\"\u003e\n    Most financial problems in growing businesses trace back to unclear unit economics, deteriorating margins, or a financial story that doesn't hold up under investor scrutiny. Edward fixes that. He asks targeted questions about your business model, stage, and the decision the analysis needs to support — then delivers structured CFO-level thinking tied to specific actions, not a data dump. Works with Claude, ChatGPT, or any AI chat model that accepts system prompts.\n  \u003c\/p\u003e\n\n  \u003cdiv style=\"background: #EAF3DE; border-radius: 12px; padding: 24px 28px; margin-bottom: 24px;\"\u003e\n    \u003cp style=\"font-size: 10px; font-weight: 600; color: #3B6D11; letter-spacing: 0.08em; text-transform: uppercase; margin: 0 0 16px 0;\"\u003eWhat you get\u003c\/p\u003e\n    \u003cul style=\"margin: 0; padding: 0; list-style: none;\"\u003e\n      \u003cli style=\"font-size: 13px; color: #1A1A18; padding: 7px 0; border-bottom: 1px solid rgba(59,109,17,0.12); display: flex; align-items: flex-start; gap: 10px;\"\u003e\n        \u003cspan style=\"color: #3B6D11; font-weight: 600; flex-shrink: 0;\"\u003e→\u003c\/span\u003e\n        \u003cspan\u003e\u003cstrong\u003eFinancial health assessment\u003c\/strong\u003e — revenue quality, margin structure, burn rate, runway, and key financial risks assessed so leadership has a clear picture of where the business actually stands before making any major decision\u003c\/span\u003e\n      \u003c\/li\u003e\n      \u003cli style=\"font-size: 13px; color: #1A1A18; padding: 7px 0; border-bottom: 1px solid rgba(59,109,17,0.12); display: flex; align-items: flex-start; gap: 10px;\"\u003e\n        \u003cspan style=\"color: #3B6D11; font-weight: 600; flex-shrink: 0;\"\u003e→\u003c\/span\u003e\n        \u003cspan\u003e\u003cstrong\u003eUnit economics analysis\u003c\/strong\u003e — CAC, LTV, LTV:CAC ratio, payback period, and contribution margin calculated and interpreted so you know whether the business model is fundamentally sound or has a structural problem that growth will make worse\u003c\/span\u003e\n      \u003c\/li\u003e\n      \u003cli style=\"font-size: 13px; color: #1A1A18; padding: 7px 0; border-bottom: 1px solid rgba(59,109,17,0.12); display: flex; align-items: flex-start; gap: 10px;\"\u003e\n        \u003cspan style=\"color: #3B6D11; font-weight: 600; flex-shrink: 0;\"\u003e→\u003c\/span\u003e\n        \u003cspan\u003e\u003cstrong\u003eStrategic financial recommendations\u003c\/strong\u003e — the top 3 financial priorities with specific actions and expected impact so leadership knows exactly what to change and in what order, not just what the problem is\u003c\/span\u003e\n      \u003c\/li\u003e\n      \u003cli style=\"font-size: 13px; color: #1A1A18; padding: 7px 0; border-bottom: 1px solid rgba(59,109,17,0.12); display: flex; align-items: flex-start; gap: 10px;\"\u003e\n        \u003cspan style=\"color: #3B6D11; font-weight: 600; flex-shrink: 0;\"\u003e→\u003c\/span\u003e\n        \u003cspan\u003e\u003cstrong\u003eFundraising readiness assessment\u003c\/strong\u003e — what investors will scrutinise, where the financial story is strong, where the gaps are, and what needs to be addressed before getting into a room with a VC or strategic partner\u003c\/span\u003e\n      \u003c\/li\u003e\n      \u003cli style=\"font-size: 13px; color: #1A1A18; padding: 7px 0; border-bottom: 1px solid rgba(59,109,17,0.12); display: flex; align-items: flex-start; gap: 10px;\"\u003e\n        \u003cspan style=\"color: #3B6D11; font-weight: 600; flex-shrink: 0;\"\u003e→\u003c\/span\u003e\n        \u003cspan\u003e\u003cstrong\u003ePricing and margin strategy\u003c\/strong\u003e — cost-plus, value-based, and competitive pricing frameworks applied to your specific situation so margin improvement is a structured plan rather than a vague aspiration\u003c\/span\u003e\n      \u003c\/li\u003e\n      \u003cli style=\"font-size: 13px; color: #1A1A18; padding: 7px 0; display: flex; align-items: flex-start; gap: 10px;\"\u003e\n        \u003cspan style=\"color: #3B6D11; font-weight: 600; flex-shrink: 0;\"\u003e→\u003c\/span\u003e\n        \u003cspan\u003e\u003cstrong\u003eBoard financial narrative\u003c\/strong\u003e — how to present the financial position honestly and compellingly so the board gets the information it needs to make decisions rather than a presentation designed to avoid difficult questions\u003c\/span\u003e\n      \u003c\/li\u003e\n    \u003c\/ul\u003e\n  \u003c\/div\u003e\n\n  \u003cdiv style=\"display: flex; align-items: center; gap: 20px; background: #FFFFFF; border: 1px solid #E8E6E0; border-radius: 8px; padding: 14px 20px; margin-bottom: 24px;\"\u003e\n    \u003cspan style=\"font-size: 11px; color: #888780; font-family: monospace;\"\u003e📄 edward-cfo-agent.md\u003c\/span\u003e\n    \u003cdiv style=\"width: 1px; height: 16px; background: #E8E6E0;\"\u003e\u003c\/div\u003e\n    \u003cspan style=\"font-size: 11px; color: #888780;\"\u003eUnder 2 min install\u003c\/span\u003e\n    \u003cdiv style=\"width: 1px; height: 16px; background: #E8E6E0;\"\u003e\u003c\/div\u003e\n    \u003cspan style=\"font-size: 11px; color: #888780;\"\u003eWorks with Claude \u0026amp; ChatGPT\u003c\/span\u003e\n  \u003c\/div\u003e\n\n  \u003cdiv style=\"border-left: 3px solid #3B6D11; padding-left: 16px;\"\u003e\n    \u003cp style=\"font-size: 10px; font-weight: 600; color: #3B6D11; letter-spacing: 0.08em; text-transform: uppercase; margin: 0 0 6px 0;\"\u003eHow to install\u003c\/p\u003e\n    \u003cp style=\"font-size: 12px; color: #555550; line-height: 1.7; margin: 0;\"\u003e\n      Download both files → open Claude → paste the contents of edward-cfo-agent.md into your Project Instructions or system prompt → paste the activation prompt into the conversation → Edward asks his questions one at a time and delivers a complete CFO-level financial analysis tied to specific decisions and actions. Works with Claude (recommended), ChatGPT, or any AI chat that accepts system prompts.\n    \u003c\/p\u003e\n  \u003c\/div\u003e\n\n\u003c\/div\u003e","brand":"Kissmyskills","offers":[{"title":"Default Title","offer_id":57851012874504,"sku":null,"price":49.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/1036\/1444\/7880\/files\/edward-cfo-agent-card.png?v=1779231375"},{"product_id":"margaret-ai-budget-planning-agent","title":"Margaret — AI Budget Planning Agent","description":"\u003cdiv style=\"font-family: 'DM Sans', sans-serif; color: #1A1A18; max-width: 680px;\"\u003e\n\n  \u003cp style=\"font-size: 16px; font-weight: 600; color: #1A1A18; line-height: 1.5; margin: 0 0 8px 0;\"\u003e\n    Load Margaret into Claude and get a Senior Budget Planning Agent who builds complete annual budgets — revenue forecasts, cost budgets, headcount plans, scenario analysis, and variance tracking frameworks — so the business has a financial plan it can actually manage against, not just present once and forget.\n  \u003c\/p\u003e\n\n  \u003cp style=\"font-size: 13px; font-weight: 400; color: #555550; line-height: 1.7; margin: 0 0 28px 0;\"\u003e\n    Most budgets fail because they're built on assumptions nobody wrote down, revenue forecasts that are last year plus a percentage, and no tracking structure to know when the plan is diverging from reality. Margaret fixes that. She asks targeted questions about the business, revenue drivers, cost structure, and planning horizon before building anything — then delivers a budget grounded in documented assumptions that can be defended and revised with precision. Works with Claude, ChatGPT, or any AI chat model that accepts system prompts.\n  \u003c\/p\u003e\n\n  \u003cdiv style=\"background: #EAF3DE; border-radius: 12px; padding: 24px 28px; margin-bottom: 24px;\"\u003e\n    \u003cp style=\"font-size: 10px; font-weight: 600; color: #3B6D11; letter-spacing: 0.08em; text-transform: uppercase; margin: 0 0 16px 0;\"\u003eWhat you get\u003c\/p\u003e\n    \u003cul style=\"margin: 0; padding: 0; list-style: none;\"\u003e\n      \u003cli style=\"font-size: 13px; color: #1A1A18; padding: 7px 0; border-bottom: 1px solid rgba(59,109,17,0.12); display: flex; align-items: flex-start; gap: 10px;\"\u003e\n        \u003cspan style=\"color: #3B6D11; font-weight: 600; flex-shrink: 0;\"\u003e→\u003c\/span\u003e\n        \u003cspan\u003e\u003cstrong\u003eAssumptions register\u003c\/strong\u003e — every material assumption documented with its basis and confidence level so the budget can be defended in front of a board and revised with precision when actuals diverge from plan\u003c\/span\u003e\n      \u003c\/li\u003e\n      \u003cli style=\"font-size: 13px; color: #1A1A18; padding: 7px 0; border-bottom: 1px solid rgba(59,109,17,0.12); display: flex; align-items: flex-start; gap: 10px;\"\u003e\n        \u003cspan style=\"color: #3B6D11; font-weight: 600; flex-shrink: 0;\"\u003e→\u003c\/span\u003e\n        \u003cspan\u003e\u003cstrong\u003eDrivers-based revenue forecast\u003c\/strong\u003e — built from units, prices, customers, and conversion rates by stream and period so every revenue number traces back to something observable rather than a percentage applied to last year\u003c\/span\u003e\n      \u003c\/li\u003e\n      \u003cli style=\"font-size: 13px; color: #1A1A18; padding: 7px 0; border-bottom: 1px solid rgba(59,109,17,0.12); display: flex; align-items: flex-start; gap: 10px;\"\u003e\n        \u003cspan style=\"color: #3B6D11; font-weight: 600; flex-shrink: 0;\"\u003e→\u003c\/span\u003e\n        \u003cspan\u003e\u003cstrong\u003eCost budget\u003c\/strong\u003e — fixed costs, variable costs, and semi-variable costs separated by category and period so leadership understands what happens to margins at different revenue levels as the business scales\u003c\/span\u003e\n      \u003c\/li\u003e\n      \u003cli style=\"font-size: 13px; color: #1A1A18; padding: 7px 0; border-bottom: 1px solid rgba(59,109,17,0.12); display: flex; align-items: flex-start; gap: 10px;\"\u003e\n        \u003cspan style=\"color: #3B6D11; font-weight: 600; flex-shrink: 0;\"\u003e→\u003c\/span\u003e\n        \u003cspan\u003e\u003cstrong\u003eHeadcount plan\u003c\/strong\u003e — every role with start date and fully-loaded cost so the people cost is accurate, timed correctly, and ready to defend when the board asks what the hiring plan actually costs\u003c\/span\u003e\n      \u003c\/li\u003e\n      \u003cli style=\"font-size: 13px; color: #1A1A18; padding: 7px 0; border-bottom: 1px solid rgba(59,109,17,0.12); display: flex; align-items: flex-start; gap: 10px;\"\u003e\n        \u003cspan style=\"color: #3B6D11; font-weight: 600; flex-shrink: 0;\"\u003e→\u003c\/span\u003e\n        \u003cspan\u003e\u003cstrong\u003eThree-scenario analysis\u003c\/strong\u003e — base case, downside, and upside with the specific assumptions that change between each scenario and the financial impact so leadership knows the range of outcomes and what drives them\u003c\/span\u003e\n      \u003c\/li\u003e\n      \u003cli style=\"font-size: 13px; color: #1A1A18; padding: 7px 0; display: flex; align-items: flex-start; gap: 10px;\"\u003e\n        \u003cspan style=\"color: #3B6D11; font-weight: 600; flex-shrink: 0;\"\u003e→\u003c\/span\u003e\n        \u003cspan\u003e\u003cstrong\u003eVariance tracking framework\u003c\/strong\u003e — what to monitor monthly, early warning signals, and review cadence so the budget stays a living tool through the year rather than a document filed after the board meeting\u003c\/span\u003e\n      \u003c\/li\u003e\n    \u003c\/ul\u003e\n  \u003c\/div\u003e\n\n  \u003cdiv style=\"display: flex; align-items: center; gap: 20px; background: #FFFFFF; border: 1px solid #E8E6E0; border-radius: 8px; padding: 14px 20px; margin-bottom: 24px;\"\u003e\n    \u003cspan style=\"font-size: 11px; color: #888780; font-family: monospace;\"\u003e📄 margaret-budget-planning-agent.md\u003c\/span\u003e\n    \u003cdiv style=\"width: 1px; height: 16px; background: #E8E6E0;\"\u003e\u003c\/div\u003e\n    \u003cspan style=\"font-size: 11px; color: #888780;\"\u003eUnder 2 min install\u003c\/span\u003e\n    \u003cdiv style=\"width: 1px; height: 16px; background: #E8E6E0;\"\u003e\u003c\/div\u003e\n    \u003cspan style=\"font-size: 11px; color: #888780;\"\u003eWorks with Claude \u0026amp; ChatGPT\u003c\/span\u003e\n  \u003c\/div\u003e\n\n  \u003cdiv style=\"border-left: 3px solid #3B6D11; padding-left: 16px;\"\u003e\n    \u003cp style=\"font-size: 10px; font-weight: 600; color: #3B6D11; letter-spacing: 0.08em; text-transform: uppercase; margin: 0 0 6px 0;\"\u003eHow to install\u003c\/p\u003e\n    \u003cp style=\"font-size: 12px; color: #555550; line-height: 1.7; margin: 0;\"\u003e\n      Download both files → open Claude → paste the contents of margaret-budget-planning-agent.md into your Project Instructions or system prompt → paste the activation prompt into the conversation → Margaret asks her questions one at a time and delivers a complete annual budget with assumptions documented and tracking structure built in. Works with Claude (recommended), ChatGPT, or any AI chat that accepts system prompts.\n    \u003c\/p\u003e\n  \u003c\/div\u003e\n\n\u003c\/div\u003e","brand":"Kissmyskills","offers":[{"title":"Default Title","offer_id":57851017756936,"sku":null,"price":49.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/1036\/1444\/7880\/files\/margaret-budget-planning-agent-card.png?v=1779231530"},{"product_id":"philip-ai-investor-report-agent","title":"Philip — AI Investor Report Agent","description":"\u003cdiv style=\"font-family: 'DM Sans', sans-serif; color: #1A1A18; max-width: 680px;\"\u003e\n\n  \u003cp style=\"font-size: 16px; font-weight: 600; color: #1A1A18; line-height: 1.5; margin: 0 0 8px 0;\"\u003e\n    Load Philip into Claude and get a Senior Investor Report Agent who writes monthly updates, board packs, and fundraising narratives — honest, metrics-led, and structured to maintain investor confidence whether the quarter was strong or difficult.\n  \u003c\/p\u003e\n\n  \u003cp style=\"font-size: 13px; font-weight: 400; color: #555550; line-height: 1.7; margin: 0 0 28px 0;\"\u003e\n    Investors who are surprised by bad news lose confidence in management. Philip fixes that. He writes investor communications the way experienced CFOs write them — transparent about challenges, specific about actions, and forward-looking about what comes next. He asks targeted questions about performance, audience, and anything sensitive to communicate before producing anything. Works with Claude, ChatGPT, or any AI chat model that accepts system prompts.\n  \u003c\/p\u003e\n\n  \u003cdiv style=\"background: #EAF3DE; border-radius: 12px; padding: 24px 28px; margin-bottom: 24px;\"\u003e\n    \u003cp style=\"font-size: 10px; font-weight: 600; color: #3B6D11; letter-spacing: 0.08em; text-transform: uppercase; margin: 0 0 16px 0;\"\u003eWhat you get\u003c\/p\u003e\n    \u003cul style=\"margin: 0; padding: 0; list-style: none;\"\u003e\n      \u003cli style=\"font-size: 13px; color: #1A1A18; padding: 7px 0; border-bottom: 1px solid rgba(59,109,17,0.12); display: flex; align-items: flex-start; gap: 10px;\"\u003e\n        \u003cspan style=\"color: #3B6D11; font-weight: 600; flex-shrink: 0;\"\u003e→\u003c\/span\u003e\n        \u003cspan\u003e\u003cstrong\u003eHeadline metrics dashboard\u003c\/strong\u003e — key metrics vs. prior period and vs. plan with traffic light status for each, leading with numbers before narrative so investors get the signal immediately without searching for it\u003c\/span\u003e\n      \u003c\/li\u003e\n      \u003cli style=\"font-size: 13px; color: #1A1A18; padding: 7px 0; border-bottom: 1px solid rgba(59,109,17,0.12); display: flex; align-items: flex-start; gap: 10px;\"\u003e\n        \u003cspan style=\"color: #3B6D11; font-weight: 600; flex-shrink: 0;\"\u003e→\u003c\/span\u003e\n        \u003cspan\u003e\u003cstrong\u003eBusiness update\u003c\/strong\u003e — what happened this period across commercial, product, team, and operations, written for investors who want signal not an activity report and who will read it in under three minutes\u003c\/span\u003e\n      \u003c\/li\u003e\n      \u003cli style=\"font-size: 13px; color: #1A1A18; padding: 7px 0; border-bottom: 1px solid rgba(59,109,17,0.12); display: flex; align-items: flex-start; gap: 10px;\"\u003e\n        \u003cspan style=\"color: #3B6D11; font-weight: 600; flex-shrink: 0;\"\u003e→\u003c\/span\u003e\n        \u003cspan\u003e\u003cstrong\u003eFinancial summary\u003c\/strong\u003e — revenue, gross margin, burn rate, runway, and cash position with variance to plan explained so investors understand not just what the numbers are but what is driving them\u003c\/span\u003e\n      \u003c\/li\u003e\n      \u003cli style=\"font-size: 13px; color: #1A1A18; padding: 7px 0; border-bottom: 1px solid rgba(59,109,17,0.12); display: flex; align-items: flex-start; gap: 10px;\"\u003e\n        \u003cspan style=\"color: #3B6D11; font-weight: 600; flex-shrink: 0;\"\u003e→\u003c\/span\u003e\n        \u003cspan\u003e\u003cstrong\u003eChallenges section\u003c\/strong\u003e — honest statement of what is not working and the specific actions being taken, always included because omitting problems destroys credibility faster than the problems themselves\u003c\/span\u003e\n      \u003c\/li\u003e\n      \u003cli style=\"font-size: 13px; color: #1A1A18; padding: 7px 0; border-bottom: 1px solid rgba(59,109,17,0.12); display: flex; align-items: flex-start; gap: 10px;\"\u003e\n        \u003cspan style=\"color: #3B6D11; font-weight: 600; flex-shrink: 0;\"\u003e→\u003c\/span\u003e\n        \u003cspan\u003e\u003cstrong\u003eNext period priorities\u003c\/strong\u003e — 3 to 5 specific priorities with what success looks like for each so investors know what management is focused on and can hold the team accountable at the next update\u003c\/span\u003e\n      \u003c\/li\u003e\n      \u003cli style=\"font-size: 13px; color: #1A1A18; padding: 7px 0; display: flex; align-items: flex-start; gap: 10px;\"\u003e\n        \u003cspan style=\"color: #3B6D11; font-weight: 600; flex-shrink: 0;\"\u003e→\u003c\/span\u003e\n        \u003cspan\u003e\u003cstrong\u003eFormat flexibility\u003c\/strong\u003e — calibrated for monthly investor updates, quarterly board packs, or fundraising financial narratives, each with the right structure, depth, and tone for the audience and purpose\u003c\/span\u003e\n      \u003c\/li\u003e\n    \u003c\/ul\u003e\n  \u003c\/div\u003e\n\n  \u003cdiv style=\"display: flex; align-items: center; gap: 20px; background: #FFFFFF; border: 1px solid #E8E6E0; border-radius: 8px; padding: 14px 20px; margin-bottom: 24px;\"\u003e\n    \u003cspan style=\"font-size: 11px; color: #888780; font-family: monospace;\"\u003e📄 philip-investor-report-agent.md\u003c\/span\u003e\n    \u003cdiv style=\"width: 1px; height: 16px; background: #E8E6E0;\"\u003e\u003c\/div\u003e\n    \u003cspan style=\"font-size: 11px; color: #888780;\"\u003eUnder 2 min install\u003c\/span\u003e\n    \u003cdiv style=\"width: 1px; height: 16px; background: #E8E6E0;\"\u003e\u003c\/div\u003e\n    \u003cspan style=\"font-size: 11px; color: #888780;\"\u003eWorks with Claude \u0026amp; ChatGPT\u003c\/span\u003e\n  \u003c\/div\u003e\n\n  \u003cdiv style=\"border-left: 3px solid #3B6D11; padding-left: 16px;\"\u003e\n    \u003cp style=\"font-size: 10px; font-weight: 600; color: #3B6D11; letter-spacing: 0.08em; text-transform: uppercase; margin: 0 0 6px 0;\"\u003eHow to install\u003c\/p\u003e\n    \u003cp style=\"font-size: 12px; color: #555550; line-height: 1.7; margin: 0;\"\u003e\n      Download both files → open Claude → paste the contents of philip-investor-report-agent.md into your Project Instructions or system prompt → paste the activation prompt into the conversation → Philip asks his questions one at a time and delivers a complete investor communication ready to send. Works with Claude (recommended), ChatGPT, or any AI chat that accepts system prompts.\n    \u003c\/p\u003e\n  \u003c\/div\u003e\n\n\u003c\/div\u003e","brand":"Kissmyskills","offers":[{"title":"Default Title","offer_id":57851023556872,"sku":null,"price":49.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/1036\/1444\/7880\/files\/philip-investor-report-agent-card.png?v=1779231718"},{"product_id":"richard-ai-financial-analysis-agent","title":"Richard — AI Financial Analysis Agent","description":"\u003cdiv style=\"font-family: 'DM Sans', sans-serif; color: #1A1A18; max-width: 680px;\"\u003e\n\n  \u003cp style=\"font-size: 16px; font-weight: 600; color: #1A1A18; line-height: 1.5; margin: 0 0 8px 0;\"\u003e\n    Load Richard into Claude and get a Senior Financial Analysis Agent who turns financial data into structured analysis — key findings, performance drivers, risks, and specific recommendations — so leadership understands not just what the numbers are but what they mean and what to do about them.\n  \u003c\/p\u003e\n\n  \u003cp style=\"font-size: 13px; font-weight: 400; color: #555550; line-height: 1.7; margin: 0 0 28px 0;\"\u003e\n    Describing that margins fell is observation. Explaining why margins fell and what to do about it is analysis. Richard delivers the latter. He asks what question the analysis needs to answer before touching any data — then produces structured findings focused on the 2 to 3 most material drivers rather than a report that tries to explain everything and ends up explaining nothing. Works with Claude, ChatGPT, or any AI chat model that accepts system prompts.\n  \u003c\/p\u003e\n\n  \u003cdiv style=\"background: #EAF3DE; border-radius: 12px; padding: 24px 28px; margin-bottom: 24px;\"\u003e\n    \u003cp style=\"font-size: 10px; font-weight: 600; color: #3B6D11; letter-spacing: 0.08em; text-transform: uppercase; margin: 0 0 16px 0;\"\u003eWhat you get\u003c\/p\u003e\n    \u003cul style=\"margin: 0; padding: 0; list-style: none;\"\u003e\n      \u003cli style=\"font-size: 13px; color: #1A1A18; padding: 7px 0; border-bottom: 1px solid rgba(59,109,17,0.12); display: flex; align-items: flex-start; gap: 10px;\"\u003e\n        \u003cspan style=\"color: #3B6D11; font-weight: 600; flex-shrink: 0;\"\u003e→\u003c\/span\u003e\n        \u003cspan\u003e\u003cstrong\u003eAnalysis summary\u003c\/strong\u003e — the answer to the primary question in three sentences so decision-makers get the conclusion immediately without reading the full analysis first\u003c\/span\u003e\n      \u003c\/li\u003e\n      \u003cli style=\"font-size: 13px; color: #1A1A18; padding: 7px 0; border-bottom: 1px solid rgba(59,109,17,0.12); display: flex; align-items: flex-start; gap: 10px;\"\u003e\n        \u003cspan style=\"color: #3B6D11; font-weight: 600; flex-shrink: 0;\"\u003e→\u003c\/span\u003e\n        \u003cspan\u003e\u003cstrong\u003eKey findings\u003c\/strong\u003e — 3 to 5 findings each with what it shows, why it is happening, and what it means for the business so every finding connects directly to a decision rather than sitting as an isolated data point\u003c\/span\u003e\n      \u003c\/li\u003e\n      \u003cli style=\"font-size: 13px; color: #1A1A18; padding: 7px 0; border-bottom: 1px solid rgba(59,109,17,0.12); display: flex; align-items: flex-start; gap: 10px;\"\u003e\n        \u003cspan style=\"color: #3B6D11; font-weight: 600; flex-shrink: 0;\"\u003e→\u003c\/span\u003e\n        \u003cspan\u003e\u003cstrong\u003ePerformance driver analysis\u003c\/strong\u003e — what drove positive results and what drove negative results, quantified where the data allows so leadership knows which levers actually moved performance this period\u003c\/span\u003e\n      \u003c\/li\u003e\n      \u003cli style=\"font-size: 13px; color: #1A1A18; padding: 7px 0; border-bottom: 1px solid rgba(59,109,17,0.12); display: flex; align-items: flex-start; gap: 10px;\"\u003e\n        \u003cspan style=\"color: #3B6D11; font-weight: 600; flex-shrink: 0;\"\u003e→\u003c\/span\u003e\n        \u003cspan\u003e\u003cstrong\u003eRisks and opportunities\u003c\/strong\u003e — forward-looking implications from the analysis so the findings don't just explain the past but point toward what to watch and what to act on in the periods ahead\u003c\/span\u003e\n      \u003c\/li\u003e\n      \u003cli style=\"font-size: 13px; color: #1A1A18; padding: 7px 0; border-bottom: 1px solid rgba(59,109,17,0.12); display: flex; align-items: flex-start; gap: 10px;\"\u003e\n        \u003cspan style=\"color: #3B6D11; font-weight: 600; flex-shrink: 0;\"\u003e→\u003c\/span\u003e\n        \u003cspan\u003e\u003cstrong\u003eSpecific recommendations\u003c\/strong\u003e — concrete actions with expected financial impact so the analysis ends with a clear set of things to do rather than a summary of what already happened\u003c\/span\u003e\n      \u003c\/li\u003e\n      \u003cli style=\"font-size: 13px; color: #1A1A18; padding: 7px 0; display: flex; align-items: flex-start; gap: 10px;\"\u003e\n        \u003cspan style=\"color: #3B6D11; font-weight: 600; flex-shrink: 0;\"\u003e→\u003c\/span\u003e\n        \u003cspan\u003e\u003cstrong\u003eAny financial data, any question\u003c\/strong\u003e — P\u0026amp;L analysis, margin deep-dives, cost structure reviews, profitability by product or customer, financial ratio analysis, variance analysis — Richard works from whatever data you have and the question you need answered\u003c\/span\u003e\n      \u003c\/li\u003e\n    \u003c\/ul\u003e\n  \u003c\/div\u003e\n\n  \u003cdiv style=\"display: flex; align-items: center; gap: 20px; background: #FFFFFF; border: 1px solid #E8E6E0; border-radius: 8px; padding: 14px 20px; margin-bottom: 24px;\"\u003e\n    \u003cspan style=\"font-size: 11px; color: #888780; font-family: monospace;\"\u003e📄 richard-financial-analysis-agent.md\u003c\/span\u003e\n    \u003cdiv style=\"width: 1px; height: 16px; background: #E8E6E0;\"\u003e\u003c\/div\u003e\n    \u003cspan style=\"font-size: 11px; color: #888780;\"\u003eUnder 2 min install\u003c\/span\u003e\n    \u003cdiv style=\"width: 1px; height: 16px; background: #E8E6E0;\"\u003e\u003c\/div\u003e\n    \u003cspan style=\"font-size: 11px; color: #888780;\"\u003eWorks with Claude \u0026amp; ChatGPT\u003c\/span\u003e\n  \u003c\/div\u003e\n\n  \u003cdiv style=\"border-left: 3px solid #3B6D11; padding-left: 16px;\"\u003e\n    \u003cp style=\"font-size: 10px; font-weight: 600; color: #3B6D11; letter-spacing: 0.08em; text-transform: uppercase; margin: 0 0 6px 0;\"\u003eHow to install\u003c\/p\u003e\n    \u003cp style=\"font-size: 12px; color: #555550; line-height: 1.7; margin: 0;\"\u003e\n      Download both files → open Claude → paste the contents of richard-financial-analysis-agent.md into your Project Instructions or system prompt → paste the activation prompt into the conversation → Richard asks his questions one at a time and delivers a complete, structured financial analysis with findings, drivers, and actionable recommendations. Works with Claude (recommended), ChatGPT, or any AI chat that accepts system prompts.\n    \u003c\/p\u003e\n  \u003c\/div\u003e\n\n\u003c\/div\u003e","brand":"Kissmyskills","offers":[{"title":"Default Title","offer_id":57851033551112,"sku":null,"price":49.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/1036\/1444\/7880\/files\/richard-financial-analysis-agent-card.png?v=1779231912"}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/1036\/1444\/7880\/collections\/AI_Finance_Agents.png?v=1779218593","url":"https:\/\/kissmyskills.com\/collections\/ai-finance-agents.oembed","provider":"KissMySkills","version":"1.0","type":"link"}