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SaaS CFO Monitor

Ops Based on this tweet by @jessethanley · scouted by @elie2222

The prompt

Set up a new bot for me in its own dedicated chat that acts as a lightweight CFO for my SaaS business. Walk me through connecting Stripe, Xero or QuickBooks, and Gmail, then schedule a weekly scan of spending to flag missed charges or unusual items, perform a cost-of-goods-sold audit, and produce a monthly CFO report with revenue, costs, notable changes, and questions requiring attention. Ask me about my accounting system, COGS definitions, reporting periods, budgets, vendors, and materiality thresholds, run the first scan and audit with me watching, and require my approval before it changes records, pays anything, or contacts anyone; then save it for weekly scans and a monthly report.

Paste it into Grok Bot, Rakazo or any agent you already use. It asks for what it needs, then saves itself as a bot.

Connect first

StripeXeroQuickBooksGmail

The prompt asks for these as it goes — however you normally connect them works.

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Run SaaS CFO Monitor yourself

Free to copy, adapt, and edit after setup.

View source

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