Setup guides

AI agents for finance teams on Gemini: keep forecasts, budgets and reports current.

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 Gemini

Cash Flow Forecast Agent for Gemini

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 Gemini

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 Gemini

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 Gemini

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 Gemini

Create a Gem whose instructions are the skill.md contents plus the setup prompt, then run the setup. Gems keep their instructions between sessions, so the agent's rules persist. For Sheets work, Gemini's Workspace integration makes it the natural home for these agents.

Honest limits

Gems are created and edited on the web, and some Workspace features depend on your plan. As with any assistant, approve the sample-data run before real data.

Questions people ask

Which AI agents for finance teams run on Gemini?

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 Gemini Gem.

Why run finance teams agents on Gemini?

Create a Gem whose instructions are the skill.md contents plus the setup prompt, then run the setup. Gems keep their instructions between sessions, so the agent's rules persist. For Sheets work, Gemini's Workspace integration makes it the natural home for these agents.

Is this affiliated with Gemini?

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

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