Financial Reporter
Pulls data from your accounting tool and generates clear P&L, cash flow, and runway reports on a schedule you define.
What's Included
Features
About This Agent
Most founders and executives only see financial data when their accountant sends a report — usually weeks after the period has closed. Financial Reporter gives you current, clean financial intelligence on whatever schedule you define: daily, weekly, or monthly.
The agent connects to Xero or QuickBooks, pulls the latest transaction data, and generates structured reports covering P&L, cash flow, balance sheet highlights, and runway calculation. Each report includes plain-English commentary explaining the numbers — what changed, why it matters, and what to watch.
Budget vs. actual tracking highlights where you're on track and where you're drifting, early enough to do something about it. You arrive at every board meeting knowing your numbers cold.
One-time purchase. Use forever.
Instant download after purchase
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