Finance
Financial Weekly Review
Your full P&L picture, every Friday morning.
Get a complete financial review with revenue, expenses, trends, and anomalies synthesized from your payment data and inbox — without opening a single spreadsheet. Make smarter spending decisions every week.
Best forEcommerceConsultingFinancial ServicesMarketing AgencyProfessional ServicesSaaS
Agents4 required
Duration3-5 minutes
Retrieves transactions and scans inbox for financial emails, reconciles both to compute revenue, expenses, and trends.
How it runs
Multi-agent orchestration — here's the flow, step by step.
01
Retrieve all transactions for the period
payment scanner02
Scan inbox for financial emails
inbox scanner03
Reconcile and compute trends
revenue analyst04
Format complete review with summary
document writerRequired Agents
4- payment-scanner
- inbox-scanner
- revenue-analyst
- document-writer
Connections
Required
googlestripe
What it does
- Payment and email data reconciliation
- Period-over-period comparison
- Failed payment recovery flagging
- Executive summary with actions
- Optional Sheets export
Example prompt
Run my weekly financial review for [last week / the week of MM/DD]. Cover: [revenue vs. forecast, expenses by category, cash flow, outstanding invoices, burn rate]. Flag any variances over [10% / 20%]. Format as [executive summary / detailed report].
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