CFO Executive Communications Drafter
Your board financial narrative, drafted in your voice.
- Drafts board narratives and investor updates
- Prepares earnings talking points
- Writes in your voice, not corporate boilerplate
“draft the investor update on this quarter's results”
Returns a ready-to-review draft.
“Build the monthly financial summary for the board — P&L, balance sheet highlights, and key ratios vs prior year”
Board-ready deck in minutes, not half a day
“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
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.
Version history
Initial release.
6/15/2026
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