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

👔Board meeting prep — finance processBoard meeting prep

Compile board deck with financials, metrics, product updates, hiring plan, and asks.

Data pull from Mercury/QBO/Stripe automatable. Narrative, strategy, and asks need founder input.

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 financial data

agent

Mercury76↗

or:Ramp44·Brex42

▶2 API calls

• GET /api/v1/accounts
• GET /api/v1/accounts/{id}/transactions

02Pull revenue metrics

agent

Stripe89↗

or:Airwallex88·Square71

▶1 API call

• GET /v1/charges?created[gte]={date}

03Generate P&L from QBO

agent

QuickBooks Online39↗

or:Digits47·Xero44

▶1 API call

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

04Calculate KPIs and burn rate

agent

05Draft board deck

agent

GGoogle Slides

06Founder adds strategy and asks

human

⏸ approval gatemedium risk

07Publish to Notion board room

agent

Notion59⏸ approval gate

or:Linear56·monday.com52

▶1 API call

• POST /v1/pages

08Send to board members

agent

GGmail⏸ approval gatemedium risk

▶1 API call

• gmail.users.messages.send

Context the agent needs first: balances · quarterly transactions · board members · strategic updates and asks (from the founder)

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.