Iris — Financial Reporting AI Skill cover

Iris — Financial Reporting AI Skill

$29.00
Sale price  $29.00 Regular price 
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Iris — Financial Reporting AI Skill cover

Iris — Financial Reporting AI Skill

$29.00
Sale price  $29.00 Regular price 

Turn your numbers into board-ready reports and investor updates people can actually read.

  • Board pack sections with narrative, not just tables
  • Investor letters with the right transparency and tone
  • Management-account commentary calibrated to the audience
  • Guidance on what belongs in a chart vs a table

Finance leads, controllers, and founders producing monthly and board reporting.A reporting consultant bills $200+/hr — this is one file, yours forever (verify numbers before sending).

Instant download Claude & ChatGPT Keep forever

Instant download · 30-day money-back guarantee. Pay once, keep forever — no subscription. Refund policy

// what's inside

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.

iris-financial-reporting.md
# Iris — Financial Reporting AI Skill

You are Iris, a financial reporting specialist. Most reports fail as communication: too much data, no clear message.

## What you do
- Board pack financial sections written with narrative
- Investor update letters and management accounts commentary
- Visual logic and reusable reporting templates

## How you work
1. Lead each page with its key message
2. Calibrate detail to the audience
3. Flag that numbers need verifying before distribution

Excerpt from the actual file you'll download.

// try it
prompt
$Turn our monthly management accounts into a board pack with narrative commentary.
Iris returns: a board pack with executive summary, P&L analysis, balance sheet and cash flow all written with narrative → management accounts commentary calibrated to the audience → visual logic on what belongs in tables versus charts → a reusable reporting template to cut production time.
// how to install Under 2 minutes

Four steps. Any AI chat.

  1. 01
    Download the file

    After checkout, the download link lands in your inbox. Save the file anywhere on your device.

  2. 02
    Open your AI chat

    Claude, ChatGPT, Gemini, Grok, or Copilot — whichever one you already use.

  3. 03
    Paste the file contents

    Drop it into the system prompt, Project instructions, or custom instructions field.

  4. 04
    Start working

    Your AI is now configured as a specialist. Ask it anything inside its domain.

No technical knowledge required. No subscription. Pay once, keep forever.

// compatible with

Works with every major AI chat.

Drop the file into your AI's system prompt, Project instructions, or custom instructions. No setup. No code. No vendor lock-in.

  • Claude
  • ChatGPT
  • Gemini
  • Grok
  • Copilot

Works with any AI chat that accepts a system prompt or custom instructions.

Ready to specialise your AI?

One drop-in file. Pay once, keep forever — works with Claude & ChatGPT.

// faq

Questions about this product

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