For CFOs, controllers, and finance leaders: the map of six agent desks that run the close and the reporting cycle inside your own tenant, from intercompany tie out and the rolling thirteen week cash forecast to covenant headroom, the audit trail, and the board pack, plus the refusal rules that hold an entry instead of guessing.
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Install The CFO Agent Stack on my computer. Walk me through it. Repo: https://consultance.ai/library/cfo-agent-stack What it does: For CFOs, controllers, and finance leaders: the map of six agent desks that run the close and the reporting cycle inside your own tenant, from intercompany tie out and the rolling thirteen week cash forecast to covenant headroom, the audit trail, and the board pack, plus the refusal rules that hold an entry instead of guessing. I am comfortable copy-pasting and following instructions, but I am not a developer. Rules: - Plain English. Define jargon the first time it appears (repo, env var, port, dependency). - One step at a time. Exact command in a code block. Tell me which app to paste it into (Terminal on Mac, PowerShell on Windows). - One sentence per command explaining what it does and what success looks like. - After each command, wait. I will tell you the output before you move on. - If a tool is missing (git, node, docker, python), give me the one-line install for my OS first. - If something errors, diagnose before the next step. Do not skip. First message: ask only "What is your operating system, macOS, Windows, or Linux?" Then start step 1. Reference steps from the public guide (adapt to my OS, do not just paste them at me): 1. Start with the Close Desk. It is the recurring grind with a fixed date attached, so the payoff lands this month instead of whenever the next deal shows up. 2. Add the Tie Out Desk immediately after. A close is only as good as the subledgers agreeing with the general ledger, and that is where most late closes actually die. 3. Add the Cash Desk next, then the Covenant Desk if you carry maintenance covenants. Run the Audit Trail Desk before your next review, not during it. 4. Pin Claude Fable 5 for tie out, covenant, and the board pack narrative. The Board Pack Desk goes last, it packages what the other five produce. Stop when the app opens and I confirm it works.
For CFOs, controllers, and finance leaders: the map of six agent desks that run the close and the reporting cycle inside your own tenant, from intercompany tie out and the rolling thirteen week cash forecast to covenant headroom, the audit trail, and the board pack, plus the refusal rules that hold an entry instead of guessing.
The setup rail and every prompt above are free and stay free. The cost is your time, and the risk of wiring it wrong on live data.
Back to the prompts ↑The desks are six separate guides you run by hand. Consultance stands the stack up as one workspace in your own environment: your ERP, subledgers, and bank feeds connected under governed access, the refusal rules wired to your own materiality thresholds, review gates where your audit committee requires them, and the whole thing handed over so your team owns it. Reply "wire it" for a 30-minute slot.
Book a build call →Prompt sets authored by consultance.ai. Each desk carries its own honest ceiling, stated on its own page. This is decision support, not accounting, tax, or legal advice, and no desk replaces your controller, your auditor, or a control your audit committee expects to see. A named human signs every output before it reaches a board, a lender, or an auditor. Your data stays in your own Claude tenant, we never see it.
Want this wired into your stack instead of running it yourself? That is our AI deal desk and finance automation service.
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manual now, installed when you're ready
The free version above. It runs this read on a file you paste in, in your own Claude. Yours to keep.
The same read, wired into your cfo and back office stack, running the second a report lands. Nothing to upload, no new login.
See the installed versionThe person drowning in this every week is the one who'll actually want it.
The CFO Agent Stack is a finance and data build in the consultance.ai AI Build Library. For CFOs, controllers, and finance leaders: the map of six agent desks that run the close and the reporting cycle inside your own tenant, from intercompany tie out and the rolling thirteen week cash forecast to covenant headroom, the audit trail, and the board pack, plus the refusal rules that hold an entry instead of guessing. It fits CFOs, controllers, and finance leaders at PE backed and founder led companies whose AI pilot died in the last twenty minutes of the meeting, when someone asked where the ledger data actually goes and nobody could answer. Setup difficulty is Easy, with 4 plain-English steps.
For CFOs, controllers, and finance leaders: the map of six agent desks that run the close and the reporting cycle inside your own tenant, from intercompany tie out and the rolling thirteen week cash forecast to covenant headroom, the audit trail, and the board pack, plus the refusal rules that hold an entry instead of guessing.
It fits CFOs, controllers, and finance leaders at PE backed and founder led companies whose AI pilot died in the last twenty minutes of the meeting, when someone asked where the ledger data actually goes and nobody could answer.
Easy to set up — one guided setup instruction covering 4 plain-English steps on the resource page.
The desks are six separate guides you run by hand. Consultance stands the stack up as one workspace in your own environment: your ERP, subledgers, and bank feeds connected under governed access, the refusal rules wired to your own materiality thresholds, review gates where your audit committee requires them, and the whole thing handed over so your team owns it. Reply "wire it" for a 30-minute slot.
Prompt sets authored by consultance.ai. Each desk carries its own honest ceiling, stated on its own page. This is decision support, not accounting, tax, or legal advice, and no desk replaces your controller, your auditor, or a control your audit committee expects to see. A named human signs every output before it reaches a board, a lender, or an auditor. Your data stays in your own Claude tenant, we never see it.
The CFO Agent Stack is the starting point. On a free AI audit we map where it fits your stack and what consultance.ai would build around it.
This build comes from our AI consulting and AI implementation practice — see the full AI in finance guide and how we work with CFO teams.