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.
Link your Google Sheets or upload financial data. The agent organizes everything automatically.
Choose what you want to track — cash flow, expenses, deductions, or forecasts.
Get weekly reports, alerts for overdue invoices, and tax prep checklists delivered to your inbox.
Use the insights to make smarter decisions. The agent flags issues before they become problems.
Connect your Gmail and Google Sheets to unlock real actions — no API keys needed, just sign in with Google.
Real examples of what this agent produces every day.
**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)
This agent works even better with your existing tools. Connect them in one click.
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Generates cash flow forecasts, expense analyses, budget planning frameworks, and tax preparation reminders — giving small businesses enterprise-grade financial intelligence.
Yes! Connect Gmail and Google Sheets for real automation — or use it standalone for AI-generated content.
Absolutely. No contracts, cancel from your dashboard whenever you want.
No contracts. Pause or cancel from your dashboard.
Connects to your email and spreadsheets for real actions.
Your agent runs automatically every day.
Start free with 2 runs or subscribe for unlimited daily automation at $39/month.