Use Cases
AI Tools for Investment Bankers
Build pitch decks, CIMs, merger models, buyer lists, and manage deal execution workflows.
58 playbooks across 3 categories
Investment Banking(9)
View all →M&A Buyer List Builder
Build and prioritize a universe of strategic and financial buyers for sell-side M&A processes with tiered outreach planning.
Confidential Information Memorandum (CIM) Builder
Structure and draft professional CIMs for sell-side M&A with consistent formatting, data-driven narrative, and investor-ready presentation.
Financial Data Pack Builder
Transform financial data from CIMs, SEC filings, and other sources into standardized Excel workbooks ready for investment committee review.
Investment Banking Deal Tracker
Track multiple live M&A deals with milestones, deadlines, action items, and weekly review summaries for managing a deal pipeline.
Merger Model & Accretion/Dilution Analysis
Build M&A merger models with pro forma EPS analysis, synergy sensitivities, purchase price allocation, and breakeven calculations.
IB Pitch Deck Template Populator
Populate investment banking pitch deck templates with financial data, ensuring number consistency, proper formatting, and institutional presentation standards.
M&A Process Letter Drafter
Draft professional process letters for sell-side M&A transactions with timeline, bid requirements, and procedural guidelines for prospective buyers.
Company Strip Profile Generator
Create concise one-page company profiles for M&A buyer lists with financial summary, strategic rationale, and M&A activity tracking.
M&A Teaser (Blind Profile) Writer
Draft anonymous sell-side teasers that generate buyer interest while protecting company identity, with investment highlights and financial overview.
Finance & Accounting(32)
View all →S&P Global Earnings Preview Generator
Generate concise 4-5 page equity research earnings previews for any public company using S&P Capital IQ data via Kensho MCP.
S&P Global Weekly Funding Digest
Generate a polished one-page PowerPoint slide summarizing key takeaways from recent funding rounds and capital markets activity across watched sectors.
S&P Global Company Tear Sheet Generator
Generate professional company tear sheets and one-pagers using S&P Capital IQ data, tailored to equity research, M&A, corporate development, or sales audiences.
Account Reconciliation Assistant
GL-to-subledger and bank reconciliation with variance identification
SOX Testing Workpaper
SOX sample selections, testing workpapers, and internal control assessments
Browser-Assisted Tax Filing
Use Claude Cowork with browser automation to prepare and file taxes - organize documents, fill forms, and submit filings.
Bank Statement CSV Merger
Combine multiple bank statement CSV files into one unified spreadsheet with consistent formatting.
3-Statement Financial Model Builder
Build integrated 3-statement financial models with proper cross-statement linkages, scenario analysis, and professional formatting in Excel.
Spreadsheet and Financial Model Auditor
Systematically audit spreadsheets and financial models for formula errors, broken linkages, logic issues, and reasonableness problems with severity-based reporting.
Spreadsheet Data Cleaner
Detect and fix messy spreadsheet data including whitespace issues, inconsistent casing, numbers stored as text, date problems, duplicates, and encoding issues.
Competitive Landscape Analysis Deck
Build institutional-quality competitive landscape presentations with market positioning, competitor deep-dives, moat assessment, and strategic synthesis.
Comparable Company Analysis Builder
Build institutional-grade comparable company analyses in Excel with operating metrics, valuation multiples, quartile statistics, implied valuation, and professional formatting.
DCF Model Builder for Equity Valuation
Create institutional-quality discounted cash flow models with WACC calculations, sensitivity analysis, and professional Excel output for equity valuation.
Presentation Deck Number Refresh
Update numbers across an existing presentation deck — quarterly refreshes, earnings updates, comp rolls, and rebased market data — while preserving all formatting.
Investment Banking Deck Quality Checker
Comprehensive QC review of pitch decks and client presentations covering number consistency, data-narrative alignment, language polish, and visual formatting.
LBO Model Builder for Private Equity
Build leveraged buyout models in Excel with Sources & Uses, operating projections, debt schedules, returns analysis (IRR/MOIC), and sensitivity tables following investment banking standards.
PowerPoint Template Skill Creator
Turn a branded PowerPoint template into a reusable skill that can generate on-brand presentations programmatically, with precise placeholder mapping and layout documentation.
Financial Statement Generator
Generate P&L, balance sheet, and cash flow statements from financial data
Expense Report Generator
Organize business expenses into categorized reports for reimbursement, accounting, and tax preparation.
Expense Tracker & Categorizer
Automate expense tracking, receipt processing, approval workflows, and reimbursement management
Personal Finance Manager — AI Budget Tracker from Bank Statements
Import bank statements (CSV or PDF) and get instant spending breakdowns, budget analysis using the 50/30/20 rule, savings recommendations, and interactive charts. All data stays local on your machine.
E-Commerce VAT Integration with Stripe
Build and manage European VAT compliance for e-commerce using Claude Code with Stripe MCP for tax calculation, invoicing, and cross-border sales.
Invoice Processing Automation
Automate invoice generation, sending, tracking, and payment reconciliation across accounting platforms
Professional Invoice Generator
Create professional invoices with proper formatting for freelancers and small businesses. Supports multiple currencies and tax calculations.
Invoice Organizer & Tracker
Organize, categorize, and track invoices and receipts
Invoice Template Designer
Generate professional PDF invoices from templates
Journal Entry Preparer
Prepare journal entries with proper debits, credits, and supporting documentation
Invoice & Tax Document Organizer
Automatically sort, rename, and organize invoices, receipts, and tax documents with consistent naming for easy tax preparation.
QuickBooks Automation
Automate QuickBooks accounting workflows including invoicing, expenses, reporting, and bank reconciliation
Budget Scenario Modeler
Model multiple budget scenarios side-by-side with trade-off analysis, sensitivity testing, and executive-ready recommendations.
VAT Return Automation with Browser Control
Automate HMRC VAT MTD submissions using Claude Code and Playwright MCP to navigate forms, calculate figures, and file returns.
Financial Analysis & Trend Interpreter
Analyze financial data to identify trends, anomalies, and actionable insights with executive-ready commentary.
Executive Strategy(17)
View all →Startup Analyst
Assess early-stage startup viability with TAM/SAM/SOM market sizing, unit economics modeling, competitive moat analysis, and fundraising readiness scoring.
CEO Advisor
Your on-demand strategic advisor for board prep, capital allocation, M&A evaluation, financial scenario modeling, and stakeholder management decisions.
Competitive Intelligence Analyst
Build a living competitive intelligence system with battlecards, win/loss analysis, feature parity tracking, pricing intelligence, and automated monitoring triggers.
Hegelian Dialectic — The Electric Monks
Two AI subagents fully commit to opposing positions while you orchestrate structural contradiction analysis and synthesis. Stress-test ideas, resolve tensions, and build deeper mental models across any domain.
Board & Leadership Meeting Prep
Synthesize multiple source files into comprehensive board meeting briefings with decisions, risks, and talking points.
Business Case Builder
Build compelling business cases with financial projections, ROI analysis, risk assessment, and executive recommendations.
Plan Stress Tester
Stress-test any plan with structured expert critique, best-practice research, and pre-mortem analysis to catch blind spots and wishful thinking.
Trend Analyst
Detect emerging patterns, identify weak signals, run scenario planning with probability-weighted outcomes, and map technology adoption lifecycles for strategic foresight.
Delegation Brief Creator
Create clear delegation briefs with ownership, authority levels, success criteria, and check-in schedules for any task.
Investor & Board Materials Prep
Create polished investor updates, board decks, and fundraising materials from raw company data and metrics.
M&A Due Diligence Documentation
Structure M&A and partnership due diligence with evaluation frameworks, risk assessment, and integration planning documentation.
OKR & Goal Setting Assistant
Transform vague objectives into measurable OKRs with scoring guides, alignment documentation, and team communication plans.
1:1 Meeting Prep
Prepare structured agendas, follow-up tracking, and discussion topics for effective one-on-one meetings.
Org Design & Structure Analyzer
Analyze organizational structure with span of control metrics, structural alternatives, and phased transition plans.
Risk Assessment & Mitigation Planner
Identify, assess, and plan mitigation for business risks with probability/impact matrices and action plans.
Strategic Planning Document Synthesis
Synthesize multiple strategic inputs into coherent planning documents with themes, priorities, and implementation roadmaps.
SWOT & Strategic Framework Analysis
Apply strategic frameworks — SWOT, Porter's Five Forces, PESTEL, and more — to any business situation with actionable outputs.
Explore Other Roles
AI Tools for Researchers & Scientists
Accelerate literature review, data analysis, manuscript writing, and lab workflows.
AI Tools for Engineers & Developers
Automate changelogs, documentation, code review, CI/CD, and development workflows.
AI Tools for Executives & Directors
Strategic analysis, competitive intelligence, board presentations, and decision support.
AI Tools for Startup Founders
Launch faster with marketing, market research, legal, hiring, and sales playbooks.
AI Tools for Students & Educators
Study smarter with research assistance, note organization, and learning workflows.
AI Tools for Operations Managers
Streamline SOPs, compliance audits, vendor evaluation, and process documentation.