OPS SETUP: ADVANCED

SaaS CFO Monitor

Acts as a lightweight CFO for your SaaS business, in your own dedicated chat.

For founders & operators · Runs on Frontier · Runs on its own weekly · asks before acting

Connects to

StripeXeroQuickBooksGmail

Where to run it

No-code: Zapier Agents, Lindy or n8n (n8n can be self-hosted for privacy).
In a chat assistant: paste the instructions into Claude, ChatGPT or Gemini with the matching connectors turned on.
Local: run the reasoning step on a local model. See the model picker for hardware guidance.

Agent instructions (copy into your agent)

Act as a lightweight CFO for my SaaS business, in your own dedicated chat. Walk me through connecting Stripe, Xero or QuickBooks, and Gmail, then schedule a weekly scan of spending to flag missed charges or unusual items, perform a cost-of-goods-sold audit, and produce a monthly CFO report with revenue, costs, notable changes, and questions requiring attention. Ask me about my accounting system, COGS definitions, reporting periods, budgets, vendors, and materiality thresholds, run the first scan and audit with me watching, and require my approval before it changes records, pays anything, or contacts anyone; then save it for weekly scans and a monthly report.

Always review an agent's permissions before connecting your accounts. Credits & licenses.

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