Financial Reporter Agent
Closes the prior month. It pulls revenue and expenses from Xero, Stripe, and PayPal, computes MRR, ARR, gross margin, burn, and runway, picks out the top movers, and ships an investor-ready Gamma deck plus a 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 MRR, ARR, margin, burn, and 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 in Xero, QuickBooks, or similar via API
- Stripe and PayPal for payments (both optional)
- Decks in Gamma or any docs/decks tool via API/MCP
- Workspace in Notion, Google Sheets, or any tool via API/MCP
- Brand context files (finance.md, brand.md, etc)
- Claude Pro, Max, or API key
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