The job by hand
The monthly finance pack is a copy-paste marathon across last month's pack, this month's numbers and commentary that has to be rewritten from scratch.
The ask
Hello, prepare this month’s management finance pack
What comes back
A Google Doc lands in the Finance Management Reporting Workspace folder in your Google Drive: Metric, Period, Value, Source, Commentary and Open question.
| Metric | Period | Value | Source | Commentary | Open question |
|---|---|---|---|---|---|
| Revenue | Aug 2026 | $48,200 | Stripe export | Up 6% MoM on annual upgrades | None |
| Gross margin | Aug 2026 | 81% | QuickBooks P&L | Infra costs up $900 after traffic spike | Is the spike recurring? |
Sample data shown. Your workspace fills with your real work.
What it takes over
- Reads the exact inputs and sources you approve.
- Saves the work as a review-ready Google Doc in the Finance Management Reporting Workspace folder in Google Drive.
- Shows evidence, unknowns and blocks instead of guessing.
- Prepares the next action and stops at the human gate.
How buying works
- Buy once for $19. Three files arrive:
skill.md,setup-prompt.txtandusage-prompt.txt. - Hand the files to the assistant you already use. It sets the job up on Google, Microsoft or Zoho and tests it on fictional data.
- Approve the setup. It runs the job and stops at every external action for your sign-off.
Where it stops
It does not send, spend, publish, schedule or make a human decision without the exact approval that action needs.
Common questions
What is in the pack?
Metric, period, value, source, commentary and open questions, saved in a Finance Management Reporting Workspace folder.
Is it consistent month to month?
The structure is fixed, so leadership gets the same shape every period and changes are visible.
Where does the commentary come from?
From the metric movements and their sources, flagged for your review before anything circulates.
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Questions people ask
What does the Management Reporting Agent actually do?
It produces a period-consistent finance pack from your approved metrics: metric, period, value, source, commentary and open questions, in a Google Doc. It prepares review-ready work and stops for your approval before anything is sent, spent, published or scheduled.
Which AI assistants work with the Management Reporting Agent?
Any assistant that reads plain-text files: Instinct, ChatGPT, Claude, Gemini, Grok, DeepSeek, Perplexity, Microsoft Copilot, Hermes, OpenClaw, Town, Muse and others. You hand it three files - skill.md, setup-prompt.txt and usage-prompt.txt.
Is the Management Reporting Agent $19 a subscription?
No. $19 is one-time. You download and keep the three files forever; there is no account and no renewal.
How long does setup take?
About 10 minutes: attach the files, run the setup prompt, approve the fictional-data test. It never touches real work until you approve the sample run.
Last updated 13 September 2026 · Reviewed by the AI Agent Skills team.