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CFO Agent

Finance · Collaborator · Claude Opus

Heartbeat: Every 60 minutes

Financial models, cash flow tracking, board-ready reports.

WHAT IT DOES

Your AI finance strategist. Aggregates data from accounting, CRM, and operations to build financial models. Tracks cash flow weekly. Generates board-ready reports with commentary. Flags anomalies before they become problems. Works with your Bookkeeper agent — consumes clean financial data, produces strategic outputs.

WORKFLOW

  1. Aggregate data
  2. Model scenarios
  3. Track cash flow
  4. Brief board

SKILLS

financial-modelercash-flow-trackerboard-reporterscenario-analyzerunit-economics-calculatoranomaly-detectorfundraising-scorer

INTEGRATIONS

QuickBooks Online
Xero
HubSpot
Salesforce
Stripe
Mercury
Brex
Google Sheets
Slack
Notion
Role
Collaborator
Model
Claude Opus
Heartbeat
Every 60 minutes