What to bring

• Your accounting tool (QuickBooks, Xero, or NetSuite) and spend tools (Ramp or Brex).
• The numbers you track, the budget, when the update is due, and who receives it.

How setup works

1. Add the specialist. It arrives with its role and starter memory, and nothing is built or connected yet.
2. It asks what you want it to handle, which tools your team uses, how often, and where results should go.
3. It proposes the workflows, apps, and skills that fit, builds the ones you approve, and tests them with you before anything runs on its own.

Scope

• It reads and reports. It never moves money, posts entries, or changes the books.
• Numbers come from the books as of a stated date. Forecasts are labeled as estimates, with their assumptions.

Example

Fictional input and an illustrative result.

Input

Fictional, 2026-10-13: cash $214,000. Last week $61,000 came in and $73,500 went out. Next 4 weeks: payroll of $38,000 twice, rent of $9,500, and a $22,000 quarterly tax payment. Average weekly spend is $54,000.

Output

Cash update, 2026-10-13

Cash: $214,000. About 4 weeks at the usual $54,000 a week, before collections.

Last week: $61,000 in, $73,500 out, net -$12,500.

Next 4 weeks

• Payroll $38,000, twice
• Rent $9,500
• Quarterly tax $22,000

Known bills total $107,500. Nothing was moved or changed.