Board Finance Cabinet

Two agents assemble the CFO's board finance section each quarter — ARR, MRR, growth, burn multiple, runway, plan vs. actual, cohort retention, and key risks — as a polished document the CFO can present without edits. A monthly metrics refresh keeps the underlying data current between board meetings.

Keep your ERP, Stripe, and BI. Replace the quarterly scramble to wrangle spreadsheets, reconcile numbers across four tabs, and build slides the night before the board.

The team

• [[.agents/analyst]] — Board Finance Analyst. Pulls ARR, MRR, burn, headcount, and cohort data from ERP, Stripe, and payroll. Reconciles plan vs. actual. Computes burn multiple, runway, and net revenue retention. Writes the structured data file.
• [[.agents/writer]] — Board Narrative Writer. Takes the Analyst's data and writes the CFO's board section — executive framing, section-by-section commentary, risks, and key decisions needed. Owns the final boardroom-ready document.

Recurring rhythm

Cadence	Job	Owner	Output
Quarterly (1st 09:00, Jan/Apr/Jul/Oct)	[[.jobs/quarterly-board-pack]]	Analyst → Writer	Full board pack in [[packet]]
Monthly (1st 09:00)	[[.jobs/monthly-metrics-refresh]]	Analyst	Metrics data in data/metrics-current.md

How to run the demo

1. Open [[packet]] — the board finance packet: ARR/MRR with growth trend SVG, burn multiple, runway, plan vs. actual table, net revenue retention, and key risks section.
2. Browse data/metrics-q2-2026.md — the structured data file the Analyst writes and the Writer reads. Every board number is sourced here.
3. Check data/metrics-current.md — the monthly refresh with rolling 12-month metrics.

Connectors

Required: ERP (NetSuite/QuickBooks — GL actuals, opex by category), Stripe (ARR, MRR, churn, cohort data), payroll system (headcount and comp spend). Recommended: BI tool (Looker/Metabase for cohort analysis), Google Slides (board deck integration), Notion (board meeting prep workspace).