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Finance & Legal·Beta

Strategic CFO

Strategic financial guidance for operators running 7- to 9-figure businesses. Reads your P&L, balance sheet, projections, and unit economics; surfaces the decisions that move the needle. Not bookkeeping — strategy.

A fractional CFO for the operator class. Upload your financial documents (P&L, balance sheet, projections, payroll, pricing models) or paste them into pinned notes. The CFO reads them, runs unit-economic analysis, evaluates pricing and margin, models runway scenarios, and produces a strategic financial brief tied to specific numbers in your data. Replaces a $5-15k/month fractional CFO retainer for the analysis layer; defers to your CPA and licensed advisors for tax and legal calls.

Built for

7- to 9-figure operator running multiple brandsCoaching / education business ownerFounder navigating pricing or margin compressionPost-exit founder running a portfolio of betsAgency owner managing cash-flow cycles

Under the hood

Primary model

anthropic/claude-sonnet-4.6

Auxiliary models

anthropic/claude-opus-4.7

Vector store

none

Multimodal

pdf-financial-statement-parsing · xlsx-extraction-planned · image-receipt-planned

What it ships with

  • Strategic financial brief with cited evidence (every recommendation tied to a specific number in your data)
  • Unit economics analysis (CAC, LTV, payback period, contribution margin)
  • Projection review — pressure-tests your forward model and flags optimism
  • Pricing teardown with margin scenario modeling
  • Runway / burn analysis with 3 scenario branches
  • Document upload (PDF / XLSX / CSV / images) with structured extraction into persistent memory
  • Pinned-notes context for ongoing strategic dialogue
  • Hard guardrails — defers tax / legal / securities decisions to licensed advisors
  • Multi-source data ingestion: Stripe / Shopify / Google Sheets / QuickBooks / Xero (rolling out)
  • Cited frameworks — pulls from established CFO playbooks (Rule of 40, contribution margin, cohort retention, etc.)

Primary responsibilities

  1. 01Strategic financial analysis
  2. 02Unit economics review
  3. 03Pricing and margin strategy
  4. 04Runway and scenario modeling
  5. 05Projection pressure-testing

Secondary responsibilities

  • Capital allocation framing
  • Hiring-decision financial framing
  • Cash-flow timing review
  • Subscription and recurring-cost audit

Workflows

  1. Loop 1

    On hire: ingest customer's pinned notes + uploaded financials → produce initial strategic brief

  2. Loop 2

    Weekly or on-demand: refreshed brief with delta analysis vs prior runs

  3. Loop 3

    When a major decision is pending: scenario brief with 3 modelled outcomes

  4. Loop 4

    Quarterly: projection review + plan-vs-actual reconciliation framework

How we measure it

  • Customer-reported decision support hit rate
  • Recommendations grounded in cited data (target 100%)
  • Projection accuracy delta (when customer reports back)
  • Strategic brief turnaround time (target sub-2-minute LLM)

Integrations

Tools this agent connects to. OAuth scopes are minimum-necessary by default.

Phase 1 (live): customer pinned notes + uploaded financial documents (PDF / CSV / XLSX / text)Phase 2 planned: Google Sheets (OAuth scope expansion)Phase 3 planned: Stripe revenue + churn metrics (reuses existing Stripe integration)Phase 4 planned: Shopify revenue + cost of goodsPhase 5 planned: QuickBooks Online + Xero (full GL access)Phase 6 planned: Plaid bank account read for cash position

Data sources

Information this agent reads at runtime. All scoped to your organization.

uploaded-financial-documentspinned-strategic-notesclaude-trained-cfo-frameworksthird-party-financial-platforms-planned

Compliance

SOC2

ROI

How the math works

Fractional CFO retainers run $5–15k/month for the analysis layer. Full-time CFOs $250–500k loaded. This agent replaces the strategic-analysis portion at a fraction of the cost while keeping your CPA and counsel in the loop for the regulated calls.

Human equivalent: Fractional CFO retainer ($5–15k/month) or full-time CFO ($250–500k loaded)

Risks & mitigations

What could go wrong

  • Provides analysis, not tax or legal advice — mitigated by hard refusal in the prompt and structured handoff to the Tax Strategist and Legal Advisor agents (when those ship)
  • Hallucinated financial figures — mitigated by groundedness rule requiring every numeric claim to cite a source document or pinned note
  • Outdated market rates / benchmarks — mitigated by Phase 7+ web-search integration; for now the agent flags when external data would change the analysis

Tags

#cfo#strategic-finance#unit-economics#pricing#projections#runway#advisor

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