CFO-level insights without the CFO price tag.
Generates cash flow forecasts, expense analyses, budget planning frameworks, and tax preparation reminders — giving small businesses enterprise-grade financial intelligence.
Here's what this agent actually produces — real examples of daily outputs.
**Monthly Cash Flow Forecast — March 2026** **Projected Income:** $45,200 - Recurring revenue: $32,000 (8 active contracts) - Project-based: $13,200 (2 ongoing projects) **Projected Expenses:** $28,400 - Payroll: $18,000 - Software/tools: $2,400 - Marketing: $4,000 - Office/misc: $4,000 **Net Cash Flow:** +$16,800 **Running Balance:** $67,300 **⚠️ Alerts:** - Invoice #1089 ($5,200) is 15 days overdue - Q1 estimated tax payment due April 15 (~$8,500)
Generates cash flow forecasts, expense analyses, budget planning frameworks, and tax preparation reminders — giving small businesses enterprise-grade financial intelligence.
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