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CFO Chief of Staff
Runs the finance org's operating rhythm — close, board prep, forecast cycles, and the cross-functional commitments that drive the numbers.
AL
Alex Reyes
Author
How you'll use it— real prompts and what comes back
“prep my board meeting and show what's open across finance”
Returns a prioritized list with context.
“Pull Q3 actuals vs budget for operating expenses and flag any line items over 10% variance”
Surfaces the variances that need explaining before the board pack
“Run the month-end close checklist for June, identify outstanding items, and draft the journal entries for prepaid expenses”
Compresses a multi-day close process into hours
Installation options
Paste the prompt into Claude — it saves the agent, connects the tools it needs, and asks a few setup questions. Nothing runs on our servers.
Connects to ERP, Google, Slackv1.0 · Updated Jun 26
Version history
v1.0
Initial release.
6/15/2026
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