Meet Your AI CFO Agent
An always-on agent that watches your cash flow, flags risk the moment it appears, and answers finance questions in plain English.
What Makes an "Agent" Different From a Dashboard
Explains agentic behavior: proactive monitoring and autonomous alerts vs. passive reporting tools you have to log in to check.
What Thing's AI CFO Agent Watches For, 24/7
List of monitored triggers, each a distinct signal the agent tracks continuously.
Cash Runway Drop
Alerts the moment projected runway falls under a set number of months.
Unusual Expense Spikes
Flags a category or vendor spend that breaks from historical pattern.
Overdue Accounts Receivable
Surfaces invoices moving past due before they become a cash problem.
Budget Breaches
Notifies the moment actual spend crosses the planned budget line.
Talking to Your Finance Data in Plain English
Natural-language Q&A capability - ask "what's my runway if I hire two engineers?" and get a modeled answer. Ties to the MCP/agent ecosystem theme.
Where the Agent Lives - Dashboard, Slack, and Email Digests
Delivery-surface breakdown; screenshots recommended of a Slack alert and a weekly email digest.
How the Agent Compares to a ChatGPT Plugin Bolted Onto Your Books
Differentiation from generic LLM chat wrappers - purpose-built financial reasoning vs. general-purpose chat.
