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Financeintermediate
Weekly P&L Summary
Every Monday morning, leadership gets a 1-page email with the prior week's P&L + 3 things to act on.
Problem it solves
Finance pulls reports nobody reads. Leadership gets surprised by month-end numbers.
Trigger
cron
Every Monday 07:00
Time to ship
1–2 weeks
Data sources
3
Accounting system (QuickBooks/Xero)
Inputs
- 1.Accounting system (QuickBooks/Xero)
- 2.Last 13 weeks of data (for trend)
- 3.Targets / budget (vault)
Outputs
- 1.1-page email digest
- 2.Top 3 unusual items
- 3.Trend vs last week / vs target
Scoring checklist
Every agent output is checked against these BEFORE a human reviews it. The agent self-loops on misses.
- Numbers tie to source-of-truth accounting
- Trend correctly identifies > X% movement
- 'Things to act on' are specific and ranked
- Reads in <2 minutes
Build this against your own data
The wizard's Step 7 walks through every command — schema probe, bootstrap SQL, Edge Function template, deploy, smoke test.
Open Step 7 — Ship First Agent