SaaS CFO Monitor
Reconciles revenue and expenses, flags cash surprises.
Finance Adapted from use case · Added Aug 21, 2026
Based on 231 ways to use an agent by @dhruvamin
Run SaaS CFO Monitor yourself. Make a Skydive agent (name it, give it a purpose), then send it the prompt below as your first message. It asks for what it needs and sets itself up. Free to copy, adapt, and edit after.
THE SETUP PROMPT
Set up a new agent named SaaS CFO Monitor to keep an eye on our finances like a fractional CFO. Walk me through connecting Stripe, Xero and QuickBooks, then: reconcile revenue and expenses across all three every day, draft a weekly cash position memo covering burn, runway and any surprises, and flag anything outstanding (failed charges, invoices going unpaid, subscriptions that should've been cancelled) before it slips through a quarter. Hold the memo for my review before it goes to the team. Learn our normal patterns, then save it and run weekly.
CONNECT FIRST
Stripe
Xero
QuickBooks TALKS TO YOU IN
SlackEmailiMessage
Every Skydive agent ships with these channels. Connect one in your workspace and it gets its own inbox or number. Not agent-specific.
SKILLS INSIDE
cash-memoanomaly-flagging
Reusable capabilities the prompt sets up. Browse the open skills ecosystem at skills.sh.
See something off with SaaS CFO Monitor? Suggest an edit. Every agent is one markdown file in the repo.