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.
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.
Call verslay_recall to retrieve prior weekly financial review baselines, KPI targets, and prior-week actuals stored in memory. Connect to Stripe to pull the current week's gross revenue, net revenue, new MRR, expansion MRR, churn MRR, refund amounts, and failed payment counts. Compare week-over-week deltas for each metric. Produce a weekly payment metrics snapshot as Phase 1 output.
payment scannerConsume Phase 1 payment metrics. Calculate gross margin trend, revenue per customer cohort, and net revenue retention for the week. Identify the top 3 revenue-contributing customers and the top 3 churned customers. Flag any metric that deviated >10% from prior week. Produce a revenue analysis summary for Phase 4.
revenue analystIn parallel with revenue-analyst, call verslay_news_headlines to surface any macroeconomic or sector news that may explain revenue shifts this week. Call verslay_news_search targeting the user's industry and 'SaaS weekly financial benchmarks' to pull KPI benchmark data. Call verslay_rss_fetch on a relevant fintech or payments industry RSS feed to capture any platform news affecting payment performance. Produce an external context package for Phase 4.
web researcherConsume Phase 2 revenue analysis and Phase 2 industry benchmarks. Build a week-over-week KPI comparison table: MRR, ARR run-rate, churn, refund rate, net revenue retention vs benchmark. Call verslay_chart_create to generate a week-over-week revenue bar chart and an MRR waterfall chart (new + expansion − churn − contraction). Produce a synthesis package for Phase 5.
data analystConsume Phase 3 charts and KPI table, Phase 2 revenue analysis, and Phase 2 external context. Write the weekly financial review: headline metrics summary, week-over-week performance narrative, benchmark comparison, top gainers and churners, external context (macro/sector), and 3 recommended actions for the coming week. Call verslay_memorize to store this week's KPI actuals as the new prior-week baseline for next run. Pass review to distributor.
executive briefing writerReceive the weekly financial review from executive-briefing-writer. Distribute to the configured Slack channel or email recipient. Confirm delivery and log the send timestamp.
distributorRequired Agents
6- payment-scanner
- revenue-analyst
- web-researcher
- data-analyst
- executive-briefing-writer
- distributor
Connections
Required
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
Which week should I review (last week or specific date), what variance threshold should I flag (10% or 20%), and what format (executive summary or detailed report)? I will cover revenue vs forecast, expenses, cash flow, outstanding invoices, and burn rate.
Ready to deploy Financial Weekly Review?
Start free. One click, full agent orchestration.
Get Started Free →