Results for “board-financials”

Manage R&D program budgets with F&A splits, track burn rate and runway against milestones, and route capitalize-vs-expense decisions to a named finance owner.

Generates a single-page quarterly finance report with KPI cards, revenue and burn charts, a P&L summary table, highlights, and an outlook section.

Performs financial ratio analysis, DCF valuation, budget variance analysis, and rolling forecast construction for strategic decision-making using financial statements and spreadsheet data.

Retrieves account balances from a personal finance board via its REST API.

Build 3-scenario financial models (Base/Bull/Bear) for startups with templates by business model, unit economics, cohort analysis, and runway calculations.

Retrieves upcoming earnings announcements for US stocks using the Financial Modeling Prep API, filtered by market cap over $2B, and organizes them into a markdown table grouped by date and timing.

Routes finance requests to the appropriate skill: financial-analyst for ratio analysis, DCF valuation, and budget variance, or saas-metrics-coach for ARR/MRR, churn, CAC/LTV, and NRR.

Create and update pitch decks, one-pagers, investor memos, accelerator applications, financial models, and fundraising materials that stay internally consistent across multiple assets.

Provides evidence-first revenue, pricing, refunds, team-billing, and billing-model truth workflows for sales snapshots, pricing comparisons, duplicate-charge diagnosis, or code-backed billing reality.

Retrieves account balances from a personal financial board via its API.

Retrieves account balances from a self-hosted Sure personal finance board using its REST API.

Provides a bundle of standard operating procedures for legal and finance departments, covering accounting, bookkeeping, and financial management for SaaS businesses.

Master the AI tools that transform financial operations. From bookkeeping to forecasting, manage money smarter and make data-driven financial decisions. Use when "finance, accounting, budgeting, forecasting, FP&A, bookkeeping, expense management, finance, accounting, budgeting, forecasting, fpa, expenses" mentioned.

Production-ready financial analyst skill with ratio analysis, DCF valuation, budget variance analysis, and rolling forecast construction. 4 Python tools (all stdlib-only). Works with Claude Code, Codex CLI, and OpenClaw.