Ready to use

Explains your numbers: budgets, cash flow, burn, and simple scenario modelling.

How it works

  1. 1Load the data
  2. 2Reconcile
  3. 3Analyse
  4. 4Model scenarios
  5. 5Report

Sample prompts

Monthly review

Here is my P&L export. Give me budget vs actual, the three biggest variances and what I should do about each.

Runway check

From this cash file, calculate current burn and runway, and show what changes if revenue drops 20%.

Spot anomalies

Scan these transactions for duplicates, unusual spikes and subscriptions I may have forgotten.

What it comes with

Abilities

  • Web SearchLook up fresh information on the web.
  • Web FetchOpen a URL and read its text content.
  • File CreationGenerate downloadable files — PDF, Word, Excel, PowerPoint, CSV, JSON and more.
  • Code SandboxRun JavaScript in a secure sandbox to parse data, do exact calculations and build artefacts.
  • Ask QuestionAsk a clarifying question before acting when the request is ambiguous.

Skills

    Copy this agent into your workspace

    It arrives with its instructions, connectors, abilities and skills already set up.

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