Case study, 2026
AI CFO: a digital finance lead that reads the books and explains them
Founders wait days for answers that already sit in their books: cash, margins, spend and what changed this month.
What I built
- The concept: a digital CFO that answers money questions in plain words, straight from the books.
- Specialist agents report, forecast cash, analyse spend and check for anomalies, each with access to only the data it needs.
- It advises and drafts. A person approves anything that leaves the system.
This is confidential client work, so the product name is a stand-in and there are no product screenshots. The architecture and the sample run show how it works.
- Multi-agent systems
- Tool calling
- Finance data connectors
- Human approval
How it works
Select any node to see what it does.
- 00.00cfoquestion: why did margins drop in March?
- 00.35reporterrevenue and costs pulled for February and March
- 01.12analysttwo new subscriptions explain most of the rise
- 01.40auditorone duplicate invoice flagged for a human
The architecture, step by step
Each part of the diagram, in the order a run moves through it.
- Finance questionA founder asks about cash, margins or spend in plain words.
- CFO agentPlans the answer, calls the right specialists and explains the result in plain words.
- ReporterPulls the numbers for the period and builds the report.
- ForecasterProjects cash for the weeks ahead from what is booked and due.
- Spend analystFinds where the money went and what changed.
- AuditorChecks for duplicates, gaps and odd entries, and flags them for a person.
- ToolsThe agents act through the accounting data, bank feeds, invoices and approvals.
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