Fractional CFO Diagnostic Composer
An on-demand fractional-CFO analyst that turns raw client financials (PDF, Excel, Sheets, Word, or image) into a polished, advisory-grade diagnostic. It parses the P&L, balance sheet, and cash flow with Twin AI, computes the standard liquidity, profitability, leverage, and efficiency ratios, drafts a 9-section branded report in Google Docs, exports a PDF, and sends both to the client over email with a short executive summary. Deduplicates against prior runs so each new submission produces a fresh, dated report without overwriting history.
Agent snapshot
Built for finance accounting work, not a generic template.
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template use
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catalog view
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integrations used
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labels matched
Sample input
Build an agent to fractional CFO Diagnostic Composer. Use Google Docs, Gmail, Google Drive, and QuickBooks and related tools. Focus on operations. Return a ready-to-review result after each run.
Sample output
On demand, ingests P&L, balance sheet, and cash flow statements in any format, extracts the financials, and emails the client a 9-section branded diagnostic report as a Google Doc plus PDF.
Workflow brief
Where Fractional CFO Diagnostic Composer fits in a finance accounting automation system
Fractional CFO Diagnostic Composer is designed for a specific recurring job: an on-demand fractional-CFO analyst that turns raw client financials (PDF, Excel, Sheets, Word, or image) into a polished, advisory-grade diagnostic. It parses the P&L, balance sheet, and cash flow with Twin AI, computes the standard liquidity, profitability, leverage, and efficiency ratios, drafts a 9-section branded report in Google Docs, exports a PDF, and sends both to the client over email with a short executive summary. Deduplicates against prior runs so each new submission produces a fresh, dated report without overwriting history. The agent page keeps the workflow concrete by showing the connected apps, the input a team can give Twin, and the output the run is expected to produce.
A team can start from this public template, adjust the instructions, connect the relevant accounts, and schedule the agent once the review path is clear. That makes it useful for repeatable work where the same research, update, summary, or follow-up needs to happen again.
In this setup Twin uses Google Docs, Gmail, Google Drive, QuickBooks, and Slack as source systems, action targets, or reporting destinations. The agent can combine those tools with browser automation and API calls when the workflow crosses systems.
What this agent automates
This run includes 6 concrete steps from the published agent data.
On launch, the agent reads the configured client name, firm brand, recipient email, reporting period, currency, brand voice, and KPI focus areas
It scans the configured source location for the latest P&L, balance sheet, and cash flow files belonging to this client and reporting period
Twin AI extracts a typed financial dataset from each file: account name, classification, period, amount, and currency, asking for clarification only when a statement is missing or unreadable
It checks the agent database for an existing report keyed by client, reporting period, and file hash, skips if identical, and otherwise computes the KPI set and trend deltas versus the prior period
It assembles the 9-section diagnostic in Google Docs using the configured firm branding and voice, then exports a PDF if enabled
It emails the recipient with the executive summary in the body and the Doc link plus PDF attachment, and records the run, document link, and KPI snapshot in the agent database
Integrations used
Fractional CFO Diagnostic Composer connects Google Docs, Gmail, Google Drive, QuickBooks, and Slack.
Google Docs
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Gmail
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Google Drive
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QuickBooks
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Slack
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Plans start at €20/mo