The four agents, on ChatGPT
Cash Flow Forecast Agent for ChatGPT
It rolls your approved receivable, payable and planned cash rows into a transparent 13-week forecast: week, opening cash, inflows, outflows, closing cash and the assumption behind each line.
Setup guide →Budget Variance Agent for ChatGPT
It maintains your approved budget sheet and explains budget-to-actual variance with the source row linked: account, budget, actual, variance, source, explanation.
Setup guide →Management Reporting Agent for ChatGPT
It produces a period-consistent finance pack from your approved metrics: metric, period, value, source, commentary and open questions, in a Google Doc.
Setup guide →Spend Request Agent for ChatGPT
It normalizes incoming spend requests and runs your policy and evidence checks: request, amount, policy check, evidence, approver and status.
Setup guide →How setup works on ChatGPT
Create a Project for the job, upload skill.md as a Project file and paste the setup prompt into the Project instructions. Run the setup once, approve the sample-data test, then start each run inside that Project so the rules stay loaded.
Honest limits
Projects and file uploads depend on your ChatGPT plan; check OpenAI's help center for current limits. Outside a Project, chat context resets and you re-paste the rules.
Questions people ask
Which AI agents for finance teams run on ChatGPT?
All four: Cash Flow Forecast Agent, Budget Variance Agent, Management Reporting Agent, Spend Request Agent. Each is $19 one-time - three plain-text files that live in a ChatGPT Project.
Why run finance teams agents on ChatGPT?
Create a Project for the job, upload skill.md as a Project file and paste the setup prompt into the Project instructions. Run the setup once, approve the sample-data test, then start each run inside that Project so the rules stay loaded.
Is this affiliated with ChatGPT?
No. AI Agent Skills is an independent store, not affiliated with or endorsed by ChatGPT or its makers.
AI Agent Skills is an independent store, not affiliated with ChatGPT or its makers.