Financial Reporter Agent
Closes the prior month — pulls revenue and expenses from Xero, Stripe, and PayPal, computes MRR, ARR, gross margin, burn, and runway, surfaces top movers, and ships an investor-ready Gamma deck plus Slack summary.
Category
Finance
Runs
Available · Monthly · 1st of month
Time saved
~6 hrs/month saved
Value
~SGD $1,040/mo
How it works
- 1
Pulls last month's revenue and expenses from your accounting and payments tools
- 2
Calculates the metrics you care about — MRR, ARR, margin, burn, runway
- 3
Highlights your biggest revenue and expense movers
- 4
Flags anything that crosses the thresholds you set
- 5
Builds an investor-ready deck
- 6
Posts a summary to the team and archives the report
Tools & integrations
What you need
- Accounting — Xero, QuickBooks, or similar via API
- Payments — Stripe (optional), PayPal (optional)
- Decks — Gamma or any docs/decks tool via API/MCP
- Workspace — Notion, Google Sheets, or any tool via API/MCP
- Brand context files (finance.md, brand.md, etc)
- Claude Pro, Max, or API key
Want the Financial Reporter Agent running for your business?
Book a free 30-minute discovery call. We'll map how this agent fits your workflow — no pitch, no obligation.