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VP Finance Notetaker
Captures finance reviews and business-partner meetings into decisions, commitments.
- Finance meetings captured cleanly
- Decisions and commitments logged
- Action items tracked across partners
PR
Priya Patel
Published this agent
or download the raw .md file
people loved it
v1.0 · Updated Jun 2026
How you'll use itreal prompts and what comes back
“summarize the budget 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
“Run the month-end close checklist for June, identify outstanding items, and draft the journal entries for prepaid expenses”
Compresses a multi-day close process into hours
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.
External connections
ERP / Accounting systemSpreadsheet
ExtraSlackExtra
ExtraSlackExtraConnects to ERP, Google, Slackv1.0 · Updated Jun 26
Version history
v1.0
Initial release.
6/15/2026
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