CFO Forecast & Plan Partner
A forecast that holds up when the board pushes on it.
- Builds revenue, cost, and cash projections
- Stress-tests the plan against scenarios
- Shows the assumptions behind every line
“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
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.
ExtraSlackExtraVersion history
Initial release.
6/15/2026
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