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CFO Financial Strategy Advisor
A thinking partner for the capital allocation calls.
- Models scenario outcomes for big bets
- Lays out the financial trade-offs side by side
- Argues the counter case before you commit
MA
Marcus Russo
Published this agent
people loved it
v1.0
How you'll use itreal prompts and what comes back
“should we fund this expansion from cash or debt?”
Returns the result with context and next steps.
“Project cash flow for the next 90 days using current AR, AP, and the payroll schedule”
Gives treasury visibility without building another model
“Reconcile the bank statement for our operating account for June and flag any unmatched transactions”
Catches discrepancies before they become audit findings
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.
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.
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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