15 AI agents that turn your raw financials into board-ready deliverables in minutes — 13-week cash flow, 3-statement model, pricing strategy, board package, investor deck. Reconciled and QC-scored before you ship. Built for companies too small for a $200K CFO — and the fractional CFOs and firms who serve them.
Each agent is built to surface real money and ship a real document — not to "use AI." Here's the kind of result each one is designed to produce.
The 13-Week Cash Flow and Working Capital agents map every dollar stuck in receivables, payables and inventory — and the moves to free it.
Pricing Power and Unit-Economics agents flag underpriced SKUs, money-losing lines, and the price moves your data will support.
The Vendor Spend Reduction agent benchmarks and prioritizes the top of your payables into a concrete renegotiation plan.
The Board Reporting and Investor Deck agents turn your actuals into a clean, narrative board package you'd present as-is.
Representative ranges illustrate what these agents are designed to surface from typical mid-market financials — not guaranteed results. Your numbers depend on your data.
Not a replacement for financial judgment — an accelerator that does the building, reconciling and formatting so the expensive hours go to decisions.
Paste your own Anthropic API key and fill a focused intake form. Your key and your data never leave your browser — nothing is stored on our side.
Each agent drafts the deliverable section-by-section, runs a pre-delivery QC pass that reconciles every number across sections, and scores the result on a 100-point rubric.
Open the board-ready deliverable, print to PDF, or hand it straight to the board. What used to take a weekend of senior-finance time is done before your coffee's cold.
Owners don't pay for a tool. Clients don't pay for a prompt. They pay for the deliverable — so that's what each agent gives you.
Every agent has a free live demo (no key, no signup) so you can judge the output before you spend a dollar. Here are three of the most-requested.
The forecast every lender, board and cash-tight operator asks for — weekly inflows, outflows and runway, reconciled to the dollar.
Actuals vs. plan, KPIs, commentary and a clean narrative — the board package that eats a full day, built in minutes.
Where you're leaving margin on the table and the defensible price moves to take it back — the agent owners tie straight to profit.
License a single agent, one bundle, or the whole suite. Every agent has a free live demo — no key required. Click Demo to run it now, or Launch for the licensed (BYO-key) agent.
Annual by default. Single & Bundle also come in 3- and 6-month terms for one-off engagements. Every license is bring-your-own-Anthropic-key.
A bundle always beats licensing its agents one by one. The full suite is the best per-agent value and the right fit for a firm or a multi-client practice. Need more than 5 seats? Add them any time at $2,000/seat/year.
Each agent runs on your own Anthropic key, so your client data never touches our servers and you control exactly what you spend. Our hosting cost is zero — which is why the pricing is what it is.
Every agent runs a pre-delivery QC pass that reconciles totals, subtotals and cross-section figures, then scores the deliverable on a 100-point rubric before you ever see it.
Clean, formatted output you can present, print to PDF, or hand to the board — each board-ready deliverable replacing hours of senior-finance time on a single engagement.
See a real, reconciling, board-grade deliverable build itself — then license the agent, the bundle, or the whole suite.