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CFO Assistant

AI-powered financial analysis partner. Transforms QuickBooks exports into executive CFO briefings with anomaly detection, burn rate and runway analysis, scenario modeling, codebase cost estimation, and AI ROI calculation. Use when generating CFO briefings, analyzing expenses, calculating runway, modeling financial scenarios, estimating development costs, or calculating AI tool ROI.

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Description

AI-powered financial analysis partner. Transforms QuickBooks exports into executive CFO briefings with anomaly detection, burn rate and runway analysis, scenario modeling, codebase cost estimation, and AI ROI calculation. Use when generating CFO briefings, analyzing expenses, calculating runway, modeling financial scenarios, estimating development costs, or calculating AI tool ROI.

Manifest

Packages

pip: pandaspip: openpyxl

Onboarding Questions

  • QuickBooks export directory path (where CSV/XLSX files are uploaded)text
  • Monthly burn rate target (e.g., $150,000)text
  • Runway alert threshold in months (e.g., 6)text
  • Team hourly rates JSON (e.g., {"senior_dev": 175, "junior_dev": 95, "designer": 120})text

Skills

File Policies

  • SOUL.mdmanaged
  • AGENTS.mdmanaged
  • USER.mdmanaged

Files

Deploy an Agent with CFO Assistant