Setup guides

AI agents for finance teams on Instinct

Month-end is a chain of copy-paste: forecasts rolled by hand, variances re-explained, packs rebuilt from last month's file. These four agents produce the same outputs from the same approved rows every period, with sources linked.

The four agents, on Instinct

Cash Flow Forecast Agent for Instinct

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 Instinct

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 Instinct

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 Instinct

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 Instinct

Hand the three files (skill.md, setup-prompt.txt, usage-prompt.txt) to Instinct in chat. It keeps the context across sessions, so the setup survives: run the setup prompt once, approve the fictional-data test, and the agent becomes a standing workflow you trigger with one line. This is the closest fit to how the agents are designed to run.

Honest limits

Instinct is in early access and its capabilities are expanding; always approve the sample-data test before pointing the agent at real work.

Questions people ask

Which AI agents for finance teams run on Instinct?

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 Instinct.

Why run finance teams agents on Instinct?

Hand the three files (skill.md, setup-prompt.txt, usage-prompt.txt) to Instinct in chat. It keeps the context across sessions, so the setup survives: run the setup prompt once, approve the fictional-data test, and the agent becomes a standing workflow you trigger with one line. This is the closest fit to how the agents are designed to run.

Is this affiliated with Instinct?

No. AI Agent Skills is an independent store, not affiliated with or endorsed by Instinct or its makers.

AI Agent Skills is an independent store, not affiliated with Instinct or its makers.