Where the money goes, and what is accelerating, without a pivot table
Spend by category, cost center or analytical axis, with the monthly trend, from Claude, ChatGPT or Dust.
Five skills to start with
See where the money goes by category
Breaks spend down by category (software, travel, marketing…) with the monthly trend and the uncategorised share.
📆 Monthly
Intermediate
Analyse spend by project or region
Breaks spend down along one custom analytical field (project, region…), month by month, without mixing fields together.
📆 Monthly
Intermediate
Track spend by cost centre
Analyzes monthly spend evolution by cost center over 6 months and detects centers whose spending deviates from their normal pattern.
📆 Monthly
Intermediate
Track software subscription growth
Sizes software and subscription spend, spots tools whose cost is rising and those that appeared recently.
📆 Monthly
Intermediate
Forecast year-end spend
Extrapolates YTD actual spend to project the full-year total and estimate the likely budget gap by cost center.
📆 Monthly
Intermediate
All skills Finance Analyst
14
Business skills, one outcome per question
See the skills →
14
Technical references, the traps of one tool
See the skills →
The library lists business skills first; technical references carry their own label.
Worth reading
Good to know before you start
- ✕The assistant does not read budgets: for budget vs. actual, you supply the budget
- i"Previous period" means the window of equal length just before, not the calendar month
- iAmounts include VAT and follow the document date, not the accounting date