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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
KA
Karen Hoffmann
Published this agent
Estimated time savings, hours a month
069
6 hours as installed
9 hours after connecting your apps
people loved it
v1.0
How you'll use itreal prompts and what comes back

“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
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.

Download .md

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 systemSpreadsheetExtraSlackExtra
Connects to ERP, Google, Slackv1.0 · Updated Jun 26

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Version history
v1.0

Initial release.

6/15/2026