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VP Finance Decision Partner

Model the hiring or pricing call before you make it.

  • Models pricing, hiring, and spend trade-offs
  • Shows the financial impact of each option
  • Gives you the number before the decision
DI
Diego Whitfield
Published this agent
people loved it
v1.0
How you'll use itreal prompts and what comes back

“what's the financial impact of adding 5 engineers now vs. Q3?”

Returns the result with context and next steps.

“Reconcile the bank statement for our operating account for June and flag any unmatched transactions”

Catches discrepancies before they become audit findings

“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

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.

Download .md

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 systemSpreadsheetExtraSlackExtra
Connects to ERP, Google, Slackv1.0 · Updated Jun 26

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Version history
v1.0

Initial release.

6/15/2026