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Finance Director Notetaker
Captures finance and business-review meetings into decisions, commitments, and follow-ups that get tracked.
JO
Jordan Russo
Author
How you'll use it— real prompts and what comes back
“summarize the business review and track the actions”
Delivers a clear, structured summary.
“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
“Reconcile the bank statement for our operating account for June and flag any unmatched transactions”
Catches discrepancies before they become audit findings
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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