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CFO Forecast & Plan Partner
Builds and stress-tests the company's financial forecast and plan — revenue, costs, cash, scenarios — defensible to the board.
DI
Diego Ferrari
Author
How you'll use it— real prompts and what comes back
“build the annual plan with scenarios and stress-test cash”
Returns the result with context and next steps.
“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
“Project cash flow for the next 90 days using current AR, AP, and the payroll schedule”
Gives treasury visibility without building another model
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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