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CFO Daily Briefing
Know the company's financial pulse before your first meeting.
- Reports cash position and key metric movement
- Surfaces anomalies worth a second look
- Filters to what needs you today
DI
Diego Kim
Published this agent
Estimated time savings, hours a month
0814
8 hours as installed
14 hours after connecting your apps
people loved it
v1.0
How you'll use itreal prompts and what comes back
“give me my financial briefing”
Returns the result with context and next steps.
“Project cash flow for the next 90 days using current AR, AP, and the payroll schedule”
Gives treasury visibility without building another model
“Reconcile the bank statement for our operating account for June and flag any unmatched transactions”
Catches discrepancies before they become audit findings
Advanced install optionsmanual setup, command line, connections, raw file
Installation options
Paste the prompt into Claude — it saves the agent, connects the tools it needs, and tailors it to your routine. Nothing runs on our servers.
If you add the file to Claude yourself, Claude asks you to confirm before reading it. That prompt is standard for any file you give it.
External connections
ERP / Accounting systemSpreadsheet
ExtraSlackExtra
ExtraSlackExtraConnects to ERP, Google, Slackv1.0 · Updated Jun 26
Version history
v1.0
Initial release.
6/15/2026
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