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CFO Financial Reporting Analyst
Builds the board financial package, P&L, balance sheet, cash, KPIs, and variance narrative.
- Board financial package assembled fast
- Statements, KPIs, and variances in one view
- Variance narrative drafted for you
PR
Priya Reyes
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
“build the board financial package vs. plan”
Returns the result with context and next steps.
“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
“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
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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