CFO ASSOCIATE
Gina
Agent file / Gina
Meet Gina. She turns your scattered finance stack — into one teammate who turns ledger data into board-ready calls.
Gina is your CFO associate. Behind her is a company brain that remembers every ledger entry, every cash movement, and every board decision — and acts on it. She reads Xero, QuickBooks, and Round, builds the board pack, briefs the morning cash position, pressure-tests the runway, and checks payroll is funded — with every number traced to source. You approve. She runs.
Modelled after the exact workflows of Anthropic's Finance teams
Works with
Xero
Round
QuickBooks
Slack
Microsoft Teams
Claude
ChatGPTless time building the board pack
from raw ledger to board-ready pack
of figures traced back to source evidence
Gina lives where your finance team already works.
Message her in Slack or Teams, or run her in Claude. She reads your cash, ledger, invoices, payroll, and forecast across Xero, QuickBooks, and Round — then drafts the board pack, briefs the morning cash position, pressure-tests the runway, and checks payroll is funded. You approve. She runs. Anything that approves or releases money stays yours.
Gina in the workspace
Finance work lands where the team already is.
Slack, Teams, Claude, Xero, QuickBooks, and Round stay connected to one finance brain.
SlackMicrosoft TeamsClaudeXeroQuickBooksRoundGina
09:00 cash brief: GBP 1.375m visible, 4.2 mo runway. Hold the reserve until receipts are checked.
Gina
Your board pack is ready: the liquidity story plus the one decision for Thursday's board.
Gina is only as sharp as what she remembers. So we gave her a finance brain.
The Brain is a private, company-owned memory layer behind everything Gina does — every ledger entry, cash movement, invoice, payroll run, and the board decisions you've already made, captured once and reused every close. Not five finance chatbots. One shared brain that compounds.
Inputs
Ledger, cash, payroll
Finance brain
AI-native finance knowledge graph
owned by you
Output
Gina's CFO desk
What feeds it
01
Your accounting ledger (Xero / QuickBooks)
the system of record for P&L, balance sheet, invoices and ageing, read directly with controlled access. Never a stale second copy.
02
Cash & treasury
live bank balances, multi-entity cash, and movement from Round, so the runway number starts from real money instead of a spreadsheet guess.
03
Every board pack & CFO memo
past decisions, reserve policy, and the questions your board actually asks — searchable in plain English and kept current.
04
Bank, AP & AR feeds
receipts, supplier runs, and ageing distilled into what can move, what should wait, and what needs a source check.
05
Payroll & payment runs
funding requirements and release gates, so readiness is checked before anyone approves a payment.
06
Your forecast model & assumptions
the runway model, its formulas and sensitivities, pressure-tested against actuals before the number reaches the board.
Why it's an AI-native memory layer
The whole finance picture in one view
cash, ledger, invoices, payroll, and forecast, all linked back to source.
Every close gets faster
what Gina learned last month-end, she starts from this month.
Numbers stay current, never duplicated
a changed balance or close date updates in place, not in a fifth copy of the deck.
Yours, isolated and owned
your finance data, your control, served over MCP so any model plugs in. No lock-in.
A week with Gina
Five finance workflows, run from your own evidence. Not AI finance theatre — outputs that know when to stop.
Agent 1
Board Pack Agent
Turns your company's cash evidence into the liquidity story the board can act on.
Board pack before the meeting panic.
PowerPoint
Google SlidesBoard Pack Output
VERIFIEDLiquidity and runway
What changed, what matters, and the one decision needed.
GBP 1.375m
Cash visible
4.2 mo
Runway
1 decision
Board ask
Agent 2
CFO Cash Brief Agent
Your 9am cash control note: what can move, what should wait, and what needs a source check.
Morning cash control.
09:00 Cash Brief
READYToday's cash brief
Cash position, headroom, and the immediate operating call.
GBP 1.375m
Today's cash
4.2 mo
Base runway
GBP 300k
Reserve floor
Agent 3
Payment + Payroll Readiness Agent
Shows whether cash is there, what is missing, and which release decisions still need a human.
Funding confidence, not blind approval.
Payment Readiness Pack
HUMAN REVIEWReadiness and exception view
Funding confidence without pretending an agent can approve or release money.
GBP 1.375m
Funding cash
GBP 90k
Payroll reserve
Human
Release status
Agent 4
Monthly Financial Review Agent
Treasury review today. Full close review when your Xero or QuickBooks ledger is connected.
Your ledger adds full close commentary.
May Finance Review
READYOne-page CFO memo
Cash and movement first. Full P&L, balance sheet, invoices, and AR/AP when your ledger is connected.
GBP 1.130m
Opening cash
GBP 1.375m
Closing cash
+GBP 245k
Movement
Agent 5
Forecast + Model Diagnostics Agent
Pressure-test the runway number before it reaches the board.
Forecast confidence, not spreadsheet theatre.
Forecast Diagnostic
NEEDS MODELRunway diagnostic
Cash baseline now. Model risks, formula gaps, and sensitivities when the file is available.
4.2 mo
Base case
3.1 mo
Stress case
Medium
Confidence
Separate QA agents check all numbers and what can publish.
Before anything is final, multiple specialist QA agents check the numbers, the story, the evidence, and the overall CFO usefulness. If something is uncertain or unsupported, the workflow sends it back for revision instead of letting it through.
Gated flow
Nothing publishes until the finance checks pass. Unsupported claims are removed or blocked.
Numerical QA
01PASS / BLOCKED
Recomputes displayed numbers from Round MCP, Round-Xero evidence, or source extracts.
Narrative Evaluator
02PASS / REVISE
Checks whether the story is supported by the audited numbers and source ledger.
CFO Quality Evaluator
03PASS / REVISE
Scores artifact quality, decision usefulness, CFO tone, and unsupported-claim discipline.
Final Controller
04PASS / BLOCKED
Publishes only when the finance checks pass. Unsupported claims are removed or blocked.
Use your own branded PowerPoint or Google Slides template.
PowerPointGoogle Slides- Upload your branded board deck.
- Gina fills only the finance slides.
- Brand, legal, intro, appendix, and locked template slides stay untouched.
- Each edited slide is backed by source evidence and must pass the QA gates before it becomes final.
Liquidity & runway
GBP 1.375m
Cash
4.2 mo
Runway
1
Board ask
Yes — run Gina in Claude Cowork, or ChatGPT Codex.
Gina runs wherever your team already works with AI. Use her in the Claude Cowork desktop app or in ChatGPT Codex. Same finance workflows, same QA gates, same source-traced numbers — whichever assistant you prefer.
Claude Cowork
The visual desktop path: install the plugin, allow the local MCP servers, connect your finance data, and run.
ChatGPT Codex
Prefer Codex? The same agents run there, with the same gated, source-traced outputs.
A free five-agent finance plugin you can run yourself.
We have a free five-agent plugin for Claude CoWork and Claude Code that you can download and run on your own finance data with a Round MCP connection.
Claude CoWork
Install the plugin in the Cowork desktop app, allow the local MCP servers, connect Round, and run any of the five workflows.
Get the CoWork pluginClaude Code
Run the same five CFO agents from Claude Code with your Round MCP connection and the same gated, source-traced outputs.
Get the Claude Code pluginFree 5-agent plugin
Download the free five-agent plugin — board pack, cash brief, monthly review, payment & payroll readiness, and forecast diagnostics.
What teams ask before they hire Gina.
Straight answers for finance leaders weighing up a CFO associate agent.
01What is a CFO associate agent?
A CFO associate agent is an AI teammate that does the associate-level work behind a finance function — building board packs, cash briefs, monthly reviews, payment and payroll readiness checks, and runway diagnostics. Gina reads your accounting and treasury data directly, drafts the finance artifact, and traces every displayed number back to source before a human signs it off.
02What can Gina do for a finance team?
Gina runs five finance workflows: a board pack that turns cash evidence into the liquidity story your board can act on, a 9am CFO cash brief, a monthly financial review, a payment and payroll readiness pack, and a forecast and model diagnostic. Each one starts from your own evidence and passes through QA agents before it can publish.
03Which accounting systems does Gina connect to?
Gina connects to Xero, QuickBooks, and Round. She reads your ledger (P&L, balance sheet, invoices, and ageing) and your live cash and treasury position, so the numbers in every board pack and cash brief come from real money and a real ledger, not a manually maintained spreadsheet.
04Does Gina approve payments or run payroll?
No. Gina prepares readiness packs and evidence checks, but payment, payroll, and cash-release decisions always stay with your finance team. She shows whether cash is there, what is missing, and which decisions still need a human — she never approves or releases money.
05How does Gina make sure the numbers are correct?
Every figure Gina shows is checked by separate QA agents before it can publish. A numerical QA agent recomputes each displayed number from source evidence, a narrative evaluator confirms the story is supported by those audited numbers, and a CFO quality evaluator scores usefulness and unsupported-claim discipline. If anything is uncertain, it is sent back for revision instead of passed through.
06Does Gina work with Claude, Claude Cowork, or ChatGPT Codex?
Yes. Gina runs inside Claude, in the Claude Cowork desktop app, and in ChatGPT Codex. The finance workflows, QA gates, and source-traced outputs are the same across all three — you pick whichever assistant your team already uses. There is also a free five-agent plugin for Claude Cowork you can download.
07Can Gina use our own branded board template?
Yes. Upload your branded PowerPoint board deck and Gina fills only the finance slides. Your brand, legal, intro, appendix, and locked template slides stay untouched, and every edited slide is backed by source evidence and must pass the QA gates before it becomes final.
08Is our financial data kept private?
Yes. Your finance data stays isolated and owned by you, served over MCP so any model can plug in without lock-in. Gina works from your system of record with controlled access — there is no stale second copy of your numbers sitting in another tool.