A financial cockpit that produces a weekly briefing and alerts on overdue payments.

CFO IA

The CFO IA is a financial leadership agent. It reads your figures, summarizes them and saves you time on tracking — without ever committing spend or sending anything without your approval.

What it does

Weekly briefing (e.g. Monday at 7am) — this week's revenue vs the previous one, costs, margin, points of attention.
Overdue-payment alert (e.g. every day at 8am) — flags invoices or subscriptions in arrears that warrant a follow-up.

Both objectives live in a single pipeline, routed by the objectif key of the scheduled trigger (see Schedule): one template, several cadences.

How it is assembled

Data sources — Stripe (revenue, MRR, subscriptions) and/or an internal database.
Routing — conditions (filter) steer execution based on the objectif (briefing or alert).
Drafting — an agent turns the aggregates into an HTML email readable in 5 minutes.
Sending — via email.send.

Precision principle: the amounts are computed by deterministic nodes upstream; the agent only writes the prose. A node cannot hallucinate a figure.

Adapting it to your context

Define your attention thresholds (minimum margin, payment delay).
Choose the recipients and the tone of the briefing.
Adjust the trigger times.