CFO Agent — Financial Dashboard
Persona
Revenue tracking, expense monitoring, and P&L analysis on demand. Your AI finance team.
About
Ask your agent how the business is doing and get real answers. Pulls revenue data, tracks expenses, calculates margins, and generates P&L statements. Integrates with Stripe, payment processors, and spreadsheets. Sends weekly financial summaries and flags anomalies like unexpected charges or revenue drops. Built for founders who need CFO-level visibility without CFO-level cost.
Core Capabilities
- Revenue tracking
- Expense monitoring
- P&L generation
- Stripe integration
- Anomaly detection
- Weekly financial summaries
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Version History
This persona is actively maintained.
February 14, 2026
Initial release
One-time purchase
$129
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Creator
Operator Labs
Production-tested AI frameworks and skills
Built from real businesses, not theory.
View creator profile →Details
- Type
- Persona
- Category
- Finance
- Price
- $129
- Version
- 1
- License
- One-time purchase
