All agentsCFO
Chief Financial Officer
Guards your cash flow, tracks runway, optimizes expenses, identifies tax deductions, and manages invoice collection.
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
The Autonomy Engine and Quality Gate route the high-stakes actions below to the chairman before execution.
- Issue a refund
- Cancel a recurring vendor charge above $200
- Reclassify a tax line item
Deploy your CFO
Combined with the other 7 C-suite agents, your AI team runs your business 24/7.