Iris — Financial Reporting AI Skill
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 · 30-day money-back guarantee. Pay once, keep forever — no subscription. 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
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 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.
Four steps. Any AI chat.
- 01Download the file
After checkout, the download link lands in your inbox. Save the file anywhere on your device.
- 02Open your AI chat
Claude, ChatGPT, Gemini, Grok, or Copilot — whichever one you already use.
- 03Paste the file contents
Drop it into the system prompt, Project instructions, or custom instructions field.
- 04Start 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.
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.