CFO
The Vitamin CFO
AI CFO Architect plugin
AcceleratorsSee price
For fractional CFOs and advisors who report to founders every month

The board pack and the weekly CEO snapshot, built in Claude.

A Claude plugin that turns your client's accounting export, bank statements and ad data into a monthly board pack, and their Shopify and Triple Whale exports into a weekly CEO snapshot. Every figure comes from one source, the books are reconciled before anything is drawn, and an independent check runs before the CEO sees a page.

What it produces

Everything below is the plugin's own sample: Brightmoor Tea Co. is an invented company and every number is made up.

Board Pack dashboard for the invented company Brightmoor Tea Co.
Monthly board packVerdict first, then why the result moved, reported against true ad spend.
13-week cash model for the invented company Brightmoor Tea Co.
13-week cash modelWeek by week, with the lowest point and what moves it.
Weekly CEO snapshot for the invented company Brightmoor Tea Co.
Weekly CEO snapshotWhat happened, why profit moved, what to do next.

What's inside

Monthly

Board Pack CFO Engine

From the accounting export and the bank, card and wallet statements.

  • Six dashboards: Board Pack, Income Statement, Balance Sheet & Cash Flow, Cash Position & Runway, 13-Week Cash Model, Shareholder Summary, as HTML and PNG
  • Reconciliations: bank to book, booked against true ad spend, the income statement footed to the accountant's result
  • About 130 to 150 checks on every run, plus an independent reviewer before the pack goes out
  • Meeting prompter: what to show, what to say, what to ask, and three agreed actions
  • Client onboarding: a private workspace per client and a first verified run
Weekly

CFO Snapshot

For e-commerce clients on Shopify, with Triple Whale.

  • The CEO's weekly snapshot: three short acts, as a PNG they read in a minute
  • Campaign comparison: Meta and Google, campaign by campaign, week on week
  • A calculator, not guesswork: the week's P&L, the margin bridge and ROAS against breakeven, worked out from the exports
  • It stops instead of guessing: if fixed costs, ad data or dates are missing, or the bridge does not add up, the run halts and says why
  • A full invented client with 60 weeks of data, so you can try it before your first real one
Monthly engine

Board Pack CFO Engine

The monthly board pack for your own client work, built from the accounting export and bank statements, with every figure checked before the CEO sees it. Pay once, no subscription. Your login and download within one working day.

$697one-off, USD
Get the Board Pack
Weekly engine

CFO Snapshot

The weekly CEO snapshot for Shopify brands, from the orders export, campaign CSVs and email revenue. Pay once, no subscription. Your login and download within one working day.

$397one-off, USD
Get the Snapshot
Both engines, one licence

AI CFO Architect, both engines

The Board Pack and the Snapshot together: $97 less than buying them separately. Pay once, no subscription. Your login and download within one working day.

$997one-off, USD
Get both engines

What you need

How it works

1
Pay onceCard payment. No subscription.
2
Your loginA personal invite within one working day.
3
DownloadOne zip. Add it to Claude as a plugin.
4
Run the sampleBrightmoor first, then your first client.

Questions

Is this a course?

No. It is software that runs inside Claude on your own computer, with an invented sample client to learn it on.

Where does my client's data go?

Each client gets their own folder on your computer, and the files stay there. Claude reads them in your own Claude account, so use a business plan with model training switched off. The plugin's data security note covers the setup before your first client.

Do my clients need Triple Whale?

Only for the weekly snapshot, which is built for Shopify brands that use it. The monthly board pack works from the accounting export and bank statements alone.

Do I need to code?

No. You type commands such as /cfo-monthly and /cfo-snapshot in Claude. You do need Python installed once, and the README walks you through it.

I'm a VIP member of the AI Strategic Advisor Hub.

VIP members get a member price. The link is posted inside the VIP room.

Will it win me clients?

It builds and checks the reporting. The client relationship, the advice and the sign-off stay yours, so no result is guaranteed.

Not sure it fits your clients?

Book the free 15-minute build-your-firm call.