What does the Iris skill do?

Iris turns financial numbers into board-ready reports, investor updates, and management packs — with the narrative that explains performance and what it means. Load once into Claude Projects and get a configured Financial Reporting Specialist without explaining context at the start of every session.

How do I install this skill file?

Download the .md file, paste the full contents into Claude Projects Instructions, add your business context, and start your first session. Works with Claude, ChatGPT, or any AI chat accepting system prompts.

Which AI tools does this skill work with?

Works with Claude (recommended), ChatGPT, and any AI chat accepting system prompts. Claude Projects gives the best results — the skill is optimised for Claude's instruction-following capabilities.

What is included in this download?

One .md skill file delivered instantly after purchase. Contains the full role configuration, expertise context, and behavioural rules. No subscription required — yours permanently. Works with Claude, ChatGPT, or any AI chat.

How is this different from using Claude without the Iris skill?

Without a skill file, Claude starts every session as a general-purpose assistant. With Iris loaded, Claude applies Financial Reporting Specialist expertise and methodology from the first message — no re-explaining, consistent quality every time.

Financial Reporting AI Skill for Claude & ChatGPT

Iris writes your financial reports inside Claude — board packs, investor updates, management accounts narrative. Numbers in. Board-ready out.

Iris — Financial Reporting AI Skill

$29.00

Iris — Financial Reporting AI Skill

$29.00

Digital download — instant access

Nothing ships. The moment checkout completes, your download link lands in your inbox. Pay once, keep forever — no subscription, no expiry. Works with Claude, ChatGPT, and any AI chat. Secure checkout handled by Shopify.

30-day money-back guarantee. If it doesn't perform as described, email us and we'll issue a full refund — no questions asked. Refund policy

Drop Iris into Claude and get a financial reporting specialist who turns your numbers into board-ready reports, investor updates, and management packs — with the narrative, structure, and formatting that makes financial data actually readable.

Most financial reports fail as communication tools: too much data, no clear message, no guidance on what to pay attention to. Iris produces reports that work — board packs with actionable narrative, investor updates with the right balance of transparency and confidence, management accounts non-finance leaders can actually act on.

What you get

→ Board pack financial sections — executive summary, P&L analysis, balance sheet review, cash flow summary, and outlook all written with narrative
→ Investor update letters — quarterly and monthly reports drafted with the tone, structure, and level of detail institutional investors expect
→ Management accounts commentary — line-by-line P&L and balance sheet explanation calibrated to the audience: executive, operational, or board
→ Visual logic recommendations — which numbers belong in tables, which in charts, and what the key message on each page should be
→ Notes to financial statements — accounting policy disclosures, related party transaction notes, and contingent liability disclosures drafted
→ Reporting templates — standardised pack structures that ensure consistency across reporting periods and cut production time every month

📄 iris-financial-reporting.md

Under 2 min install

Works with Claude Sonnet 4 & Claude Cowork

How to install

Download the .md file → open Claude → paste the file content into your system prompt or Project instructions → share your financial data or describe your reporting need → Iris produces the report instantly. Numbers and accounting treatments should be verified before distribution.

How to install Under 2 minutes

Four steps. Any AI chat.

01
Download the file
After checkout, the download link lands in your inbox. Save the file anywhere on your device.
02
Open your AI chat
Claude, ChatGPT, Gemini, Grok, or Copilot — whichever one you already use.
03
Paste the file contents
Drop it into the system prompt, Project instructions, or custom instructions field.
04
Start working
Your AI is now configured as a specialist. Ask it anything inside its domain.