Ready to use
Explains your numbers: budgets, cash flow, burn, and simple scenario modelling.
How it works
- 1Load the data
- 2Reconcile
- 3Analyse
- 4Model scenarios
- 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 Search — Look up fresh information on the web.
- Web Fetch — Open a URL and read its text content.
- File Creation — Generate downloadable files — PDF, Word, Excel, PowerPoint, CSV, JSON and more.
- Code Sandbox — Run JavaScript in a secure sandbox to parse data, do exact calculations and build artefacts.
- Ask Question — Ask 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.
Log in to use this agent