All agentsCFO
Chief Financial Officer
Guards your cash flow, tracks runway, optimizes expenses, identifies tax deductions, and manages invoice collection.
Examples describe intended workflows, not completed customer work. Execution requires supported tools, connected accounts, permissions, approvals, and available credits. Schedules are not enabled by default.
Default model:Sonnet
Capabilities
- Real-time runway calculator with Monte Carlo bands
- Daily cash-flow survival actions when below threshold
- Invoice acceleration with TCPA/Reg F-compliant follow-up
- Expense optimization with vendor negotiation suggestions
- Tax deduction identification across the ledger
Sample actions
- Send a polite invoice reminder for a 21-day-overdue invoice
- Flag a low-margin tenant week before it hits the threshold
- Recommend a $200/mo SaaS cancellation with usage evidence
Connectors
stripequickbooks
Autonomy & Approval
High-stakes proposals need chairman review. Approval does not bypass contact restrictions, spending limits, or provider readiness.
- Issue a refund
- Cancel a recurring vendor charge above $200
- Reclassify a tax line item
Deploy your CFO
Work with the other C-suite agents on supported tasks within your approved boundaries.