Automate management reporting from approved finance metrics with period-consistent, source-linked packs. AI finance agent, It uses the role criteria, source files and approval rules you choose, then saves the filled output in a named Google Drive folder. This keeps the workflow repeatable without handing your judgment to the agent.
Produce period-consistent, source-linked finance packs from approved spreadsheet metrics. The agent keeps the steps, checks and output consistent, while you keep every decision.
Picture tomorrow's handoff.
"Hello, prepare this month’s management finance pack"
| Metric | Period | Value | Source | Commentary | Open question |
|---|---|---|---|---|---|
| Revenue | Aug 2026 | $48,200 | Stripe export | Up 6% MoM on annual upgrades | None |
| Gross margin | Aug 2026 | 81% | QuickBooks P&L | Infra costs up $900 after traffic spike | Is the spike recurring? |
Sample data. Your agent fills the file from the sources you approve and flags anything it cannot verify.
Three files. One complete workflow.
skill.mdThe full job, evidence rules, output checks and stop points.
setup-prompt.txtCreates the tools, named Drive folder and sample-data test.
usage-prompt.txtThe short request you reuse whenever the job comes up.
Working in three steps
It checks access, creates the folder and builds the output file.
Use Google by default, or the Microsoft or Zoho alternative.
Unknowns and next decisions are shown instead of guessed.
Where the agent stops
- It does not invent missing facts or hide weak source evidence.
- It does not send, publish, spend, schedule or make a human decision without approval.
- It flags blocked work and tells you exactly what is needed next.
Put this job on a repeatable workflow.
Instant download · Keep the files forever · One-time $19
Add the next agent when this job is working
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