Processes/💸finance — banking, accounting, and money movementfinance

📊Board financial report — finance processBoard financial report

Generate monthly board update with financial metrics, burn rate, runway, and key KPIs.

All data sources (Mercury, QBO, Stripe) have APIs. System compiles metrics, calculates burn/runway, formats report.

How it runs

Route-coded block flow: emerald = agent, amber = manual form/portal, red = needs a human. ⏸ approval gate · ⏳ async wait.

runs in parallel · 3

01Pull bank balances

agent

Mercury76↗

or:Ramp44·Brex42

▶1 API call

• GET /api/v1/accounts

02Pull revenue from Stripe

agent

Stripe89↗

or:Airwallex88·Square71

▶2 API calls

• GET /v1/balance
• GET /v1/charges?created[gte]={date}

03Pull expenses from QBO

agent

QuickBooks Online39↗

or:Digits47·Xero44

▶1 API call

• GET /v3/company/{id}/reports/ProfitAndLoss

04Calculate burn rate and runway

agent

05Compile board report draft

agent

Notion59

or:Linear56·monday.com52

▶1 API call

• POST /v1/pages

06Founder reviews and edits

human

07Send to board members

agent

GGmail⏸ approval gatemedium risk

▶1 API call

• gmail.users.messages.send

Context the agent needs first: balances · revenue · expenses · members

The market options

Each role resolves against its arena’s live leaderboard — the default is the process’s canonical vendor, alternatives ranked by agent-readiness.