Finance and data
The CFO Agent Stack
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.
Start with the guided setup
Follow the setup below in your own workspace. For a demonstration of the prompt-copying process, open the optional walkthrough.
Watch the setup walkthroughStep 1 · setup
Three minutes, four steps, nothing to install by hand
Claude sets it up for you. You just paste.
Never used Claude? It is free and takes 30 seconds to open. Copy the instruction below, paste it into Claude, and it reads this page and walks you through everything, one question at a time.
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Copy your setup instruction
A short instruction plus a link to this page lands on your clipboard. First copy asks for your email once. That unlocks every button across the whole library.
Open Claude in a new tab
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Open claude.aiPaste, send, and answer one question
Claude reads this page, asks one question about your work, then guides you step by step until your first output is right. If anything looks wrong, tell Claude what you see, and it fixes it with you.
▸Prefer the full prompt instead of the link? (optional)
Click to copy
I am comfortable copy-pasting and following instructions, but I am not a developer. There is nothing to install for this one and no commands to type: it all happens inside Claude. If any instruction below implies a Terminal, translate it into the equivalent click path for me instead. - Plain English. Define jargon the first time it appears. - One step at a time, then wait for me to confirm before the next one. - Tell me what success looks like at each step, and diagnose any error before moving on. Follow the instructions below with those rules applied. This page is a MAP, not a vault. It has no prompts on it. Do not look for a vault section, a prompt list, or code fences on this page, there are none, and telling me a prompt is missing would be wrong. Your only job is to help me pick ONE desk and send me to that desk's page, where the prompts actually live. Pin **Claude Opus 5**. ## The six desks and where their prompts live | Desk | Use it when | Page with the prompts | |---|---|---| | Close Desk | The month end close itself: checklist, accruals, entries needing a human before they post | https://consultance.ai/library/cfo-ai-close-kit | | Tie Out Desk | Intercompany balances and subledgers do not agree with the general ledger | https://consultance.ai/library/statement-matching-recon | | Cash Desk | You owe a rolling thirteen week cash forecast off your own receipts and payables | https://consultance.ai/library/cfo-cash-forecast-kit | | Covenant Desk | You carry debt with maintenance covenants and need headroom tested at base and downside | https://consultance.ai/library/clo-covenant-monitor | | Audit Trail Desk | A review or audit is coming and the trail needs rebuilding | https://consultance.ai/library/audit-second-read | | Board Pack Desk | The board or lender pack is due off numbers that are already closed | https://consultance.ai/library/board-ic-deck-pack | ## How to route me Ask exactly ONE question, then wait for my answer: **"What is the finance deliverable you owe next, and when is it due?"** From my answer, pick the ONE desk above that matches. If two look close, pick the one tied to the nearer due date and say why in a sentence. Then give me, in this order: 1. The desk name and one line on what it does. 2. The exact URL for that desk's page. 3. One sentence: open that page, and the setup prompt and the numbered prompts are there. Stop after that. Do not attempt to reconstruct the desk's prompts from memory, and do not offer a substitute prompt. If I have no deadline, default to the Close Desk, because it is the recurring grind with a fixed date attached. If I later say I want more than one desk, tell me to run one against real numbers first, then come back. This is decision support, not accounting, tax, or legal advice. A named human signs every output before it reaches a board, a lender, or an auditor.
From a working build to an operating system.
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.
Path A · free
Run the build independently
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 promptsPath B · done with you
Connect it to your operation
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 calldata safety
Before you use live numbers
- • Run last quarter's numbers first. Live data is not a test bed.
- • Nothing here uploads to us. It runs in your own Claude account, on your own machine.
- • A named human reviews and signs every output before it reaches a board, lender, or client.
- • Mask account numbers and names to the minimum the task needs.
the fine print
Straight answers on ownership
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.
Bring this workflow into your operation.
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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What is in this stack
The 6 desks, each free
CFO AI Close Kit
For CFOs and controllers: run the monthly close in your own Claude, connect your own Gamma account via Claude, and ship a board pack from five exports with a gate that blocks packs it cannot tie.
Statement Matching and Reconciliation
For CFOs, controllers, and fund accountants: 10 prompts plus an offline extractor that match scanned bank, custodian, and brokerage statements to your ledger in seconds and return only the breaks, on your own machine. An alternative to BlackLine.
Finance and dataCFO 13 Week Cash Forecast Kit
For CFOs and controllers: put a second pair of eyes on the 13 week cash forecast one analyst built. Rebuild it from the ledger, back test it, and find the covenant breach date, inside your own Claude.
CLO Covenant and Payment Monitor
For private credit and CLO teams tracking 500-plus loans by hand: 11 Claude prompts that read the loan tape and credit agreements, recompute every covenant test with the period cited, reconcile payments against the servicer report, and write the weekly exception memo, every flag carrying its clause and number so you can check it in seconds.
Second Opinion on Audited Financials
A second review on financials someone already signed, in your own Claude. 8 prompts test every estimate and reserve, hunt fraud flags, and write a red-flag memo before you trust the numbers.
Investment committee deck prompts
14 Claude prompts that build an investment committee or board deck, from the argument spine to the Q&A prep. For PE deal teams, CFOs, and family office principals.
From independent build to integrated workflow
What you have
The free version above. It runs this read on a file you paste in, in your own Claude. Yours to keep.
What we install
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 versionShare with your workflow owner.
Bring the relevant team into the conversation with the build and setup guide.
in one line
What is The CFO Agent Stack?
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.
What does The CFO Agent Stack do?
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.
Who is The CFO Agent Stack for?
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.
How hard is The CFO Agent Stack to set up?
Easy to set up — one guided setup instruction covering 4 plain-English steps on the resource page.
How would consultance.ai build this out?
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.
What are the licensing terms?
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.
Connect this build to your workflow.
Discuss how The CFO Agent Stack fits your systems, controls, and team. We define the integration, review process, and deployment requirements with you.
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.