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Finance

Monthly Financial Close Briefing

Turn your month-end Xero or QuickBooks close into a board-ready briefing doc, staged for one-click send.

Best forAgencyB2BSaaSServices
Agents11 required
Duration3-6 minutes

At every month-end this recipe pulls the finalized P&L and cash-flow numbers straight from Xero or QuickBooks, reconciles them, and turns them into a formatted Google Doc briefing with headline metrics, MoM/YoY deltas, cash runway, variance commentary, and a labeled forward view. It then stages an email to founders and board plus a Slack summary. Every figure is sourced from the ledger, projections are clearly separated from actuals, and nothing is created or sent until you approve the staged package.

How it runs

Multi-agent orchestration — here's the flow, step by step.

01

Resolves the reporting period, confirms Xero/QuickBooks is live, computes the idempotency briefing key, and halts if no accounting connection.

workflow orchestrator
01

Finds the upcoming board meeting for framing and derives the recipient set from invitees; the recipient suppression / do-not-contact gate runs here.

calendar scanner
02

Pulls P&L and cash-flow reports for the period plus the two comparison periods, each figure captured with its ledger source.

payment scanner
02

Reads the connected supporting-docs folder for accountant adjustments and footnotes so they are reflected, not missed.

docs manager
02

Verifies P&L and cash tie out, flags variances past threshold, and catches open-books / missing-period / currency-mismatch silent failures.

reconciliation checker
03

Computes headline metrics and deltas and drafts the plain-English what-happened-this-month commentary from the reconciled ledger.

revenue analyst
03

Produces named health indicators (runway, margin trend, expense-vs-revenue growth, cash conversion), each with an explicit basis.

business health scorer
03

Extends the closed month into a projected runway and next-quarter trajectory, each labeled a projection with its assumptions stated.

forecast modeler
04

Composes the full briefing in brand voice, separating sourced actuals from assumption-stated projections section by section.

board report writer
04

Structures the briefing into the exact Google Doc layout with metrics table, how-to-read footnote, and source line.

report formatter
04

Assembles the staged distribution plan — Google Doc, per-audience email drafts, Slack summary — against the confirmed recipients; nothing is created or sent until approval.

distributor

Required Agents

11
  • workflow-orchestrator
  • calendar-scanner
  • payment-scanner
  • reconciliation-checker
  • docs-manager
  • revenue-analyst
  • forecast-modeler
  • business-health-scorer
  • board-report-writer
  • report-formatter
  • distributor

Connections

Required

gmailgoogle_calendargoogle_driveslackxero

Optional

google_calendaroutlookgoogle_driveslackgmail

What it does

  • Pulls P&L + cash-flow from Xero or QuickBooks
  • Reconciliation and variance-threshold checks before drafting
  • MoM and YoY deltas from real ledger data
  • Cash runway and forward view labeled as projections
  • Formatted board-ready Google Doc with source footnote
  • Recipient suppression / do-not-contact gate before send
  • Staged email + Slack distribution, nothing sent before approval
  • Idempotent by period so re-runs never duplicate

Example prompt

Pull our June close from QuickBooks and put together the monthly board briefing — P&L, cash position and runway — then draft the email and Slack summary for the founders and board ahead of our July board meeting.

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