Board Metrics Pack
Produce a concise, board-ready financial summary by pulling the key metrics from each connector.
When to use this
Trigger when the user is preparing a board deck, investor update, or monthly metrics summary and wants the core financial KPIs in one place.
Step 0 — Load the finance profile
Read finance-profile.md first (the company's semantic map). Use its pinned definitions (MRR, revenue recognition, burn, internal transfers), the cash account set, and the AR/AP account mappings so every metric here is consistent with the other workflows.
Find the profile in this order:
- If this session's instructions (e.g. a workspace
CLAUDE.md) include a ContextOS pointer (the bounded block is labeled airCFO Finance Context in older installs), use the profile path it names.
- Else if
.aircfo-finance-context.json exists in the current workspace, read financeProfile from it.
- Else check the default location:
~/Desktop/ContextOS/finance-profile.md — then the legacy default ~/Desktop/airCFO Finance Context/finance-profile.md.
- Else check the current workspace for
finance-profile.md.
- If you still can't find it, run
finance-context-builder first (or tell the user to). Do not guess the metric definitions or account set — without the profile they're guesswork.
Metrics to assemble (confirm the reporting month with the user first)
- Revenue (Stripe): MRR and ARR, new vs. churned MRR if available, month-over-month growth %.
- Cash (Mercury): total cash across operating and treasury accounts, as of period end.
- Burn & runway (Mercury + Ramp): net monthly burn and months of runway — reuse the
runway-and-burn logic.
- AR aging (QuickBooks): total receivables and amount past due (current / 30 / 60 / 90+).
- AP aging (QuickBooks): total payables and amount past due.
- Spend highlights (Ramp): top spend categories or vendors for the month, and the biggest movers vs. the prior month.
Always
- Use a computation step for all aggregates; never eyeball totals.
- State the reporting period and as-of date once at the top.
- Keep it tight — board readers want the number and the trend, not the raw transactions.
- Where a prior period is available, show the month-over-month change.
Output format
A clean summary the user can paste into a deck:
[Company] — Financial Metrics, [Month Year]
- ARR / MRR: $X ARR ($Y MRR), +Z% MoM
- Cash: $X (as of )
- Net burn: $X/mo
- Runway: X months (cash-out ≈ )
- AR: $X total ($Y past due)
- AP: $X total ($Y past due)
Follow with a 2–3 sentence narrative on the most important trend or risk.
Never
- Read-only — never write to Stripe, Mercury, Ramp, or QuickBooks.
- Never store secrets, tokens, or full account numbers — names, last-4, and internal IDs only.
1---2name: board-metrics3description: Assemble a board-ready financial metrics pack for a startup — MRR/ARR and growth from Stripe, net burn and runway from Mercury + Ramp, cash on hand, and AR/AP aging from QuickBooks. Use when someone asks for "board metrics," "the numbers for the board deck," "our key financial metrics," "a KPI summary," or is preparing a monthly investor update.4---56# Board Metrics Pack78Produce a concise, board-ready financial summary by pulling the key metrics from each connector.910## When to use this11Trigger when the user is preparing a board deck, investor update, or monthly metrics summary and wants the core financial KPIs in one place.1213## Step 0 — Load the finance profile14Read `finance-profile.md` first (the company's semantic map). Use its pinned definitions (MRR, revenue recognition, burn, internal transfers), the cash account set, and the AR/AP account mappings so every metric here is consistent with the other workflows.1516Find the profile in this order:171. If this session's instructions (e.g. a workspace `CLAUDE.md`) include a **ContextOS** pointer (the bounded block is labeled `airCFO Finance Context` in older installs), use the profile path it names.182. Else if `.aircfo-finance-context.json` exists in the current workspace, read `financeProfile` from it.193. Else check the default location: `~/Desktop/ContextOS/finance-profile.md` — then the legacy default `~/Desktop/airCFO Finance Context/finance-profile.md`.204. Else check the current workspace for `finance-profile.md`.215. If you still can't find it, run `finance-context-builder` first (or tell the user to). **Do not guess** the metric definitions or account set — without the profile they're guesswork.2223## Metrics to assemble (confirm the reporting month with the user first)241. **Revenue (Stripe)**: MRR and ARR, new vs. churned MRR if available, month-over-month growth %.252. **Cash (Mercury)**: total cash across operating and treasury accounts, as of period end.263. **Burn & runway (Mercury + Ramp)**: net monthly burn and months of runway — reuse the `runway-and-burn` logic.274. **AR aging (QuickBooks)**: total receivables and amount past due (current / 30 / 60 / 90+).285. **AP aging (QuickBooks)**: total payables and amount past due.296. **Spend highlights (Ramp)**: top spend categories or vendors for the month, and the biggest movers vs. the prior month.3031## Always32- Use a computation step for all aggregates; never eyeball totals.33- State the reporting period and as-of date once at the top.34- Keep it tight — board readers want the number and the trend, not the raw transactions.35- Where a prior period is available, show the month-over-month change.3637## Output format38A clean summary the user can paste into a deck:3940> **[Company] — Financial Metrics, [Month Year]**41> - **ARR / MRR**: $X ARR ($Y MRR), +Z% MoM42> - **Cash**: $X (as of <date>)43> - **Net burn**: $X/mo44> - **Runway**: X months (cash-out ≈ <date>)45> - **AR**: $X total ($Y past due)46> - **AP**: $X total ($Y past due)4748Follow with a 2–3 sentence narrative on the most important trend or risk.4950## Never51- Read-only — never write to Stripe, Mercury, Ramp, or QuickBooks.52- Never store secrets, tokens, or full account numbers — names, last-4, and internal IDs only.
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