Add-on agents · Guide
Get a 13-week cash forecast
The AI CFO Agent reads your bank feed and invoices and forecasts cash week by week, with a likely range.
Step by step
Open AI CFO. Connect Xero for bank transactions, or press Import a statement to add a CSV from any UK bank.
Open Forecast for the 13 weeks ahead, with the likely range and your cash buffer in days.
Open Spending to see spending that looks unusual, such as the same amount paid twice in 3 days.
Open Bank feed to see what was read and from where.
Good to know
- The agent never moves money and never contacts anyone.
- Importing the same statement twice adds nothing.
- Its advice is guidance, not regulated financial advice. Every number in it is also on the page.
About the AI CFO Agent: what it does, step by step.
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Related guides
- Connect Xero, QuickBooks or SageThe Billing Agent drafts invoices in your accounts and reads when they are paid. The AI CFO Agent reads Xero's bank transactions.Connections
- Chase a late invoice politelyThe Billing Agent prepares a polite reminder for each late invoice and keeps going until your accounts show it paid.Billing Agent → Chasing