Track an event budget against what you have committed and spent, from a simple CSV of line items. Shows totals by category, lines over budget, bills coming due, contingency left, and cost per attendee or lead.
Gross margin per customer for an AI product: revenue minus LLM cost minus allocated hosting and other cost of revenue. Flags negative and below-target customers, names the task driving their cost, and gives the price each one would need to hit your target margin.
Test pricing models for an AI product on your real usage before you change a price: per seat, per task, credits, and hybrid (platform fee plus included credits plus overage). Shows revenue, gross margin after LLM cost, and which customers' bills would jump or drop under each model.
Draft a monthly investor update or quarterly board memo from your numbers and notes: headline, metrics against plan and last period, highlights, lowlights told straight, and specific asks. Never invents a number.
Turn a monthly subscriptions export into an ARR waterfall: starting ARR, new, reactivation, expansion, contraction, churn, ending ARR, plus NRR and GRR. Writes markdown, CSV, and a per-customer movements file. Works offline from a CSV.
Model cash runway from cash on hand, monthly burn by category, revenue growth, and planned hires. Produces runway months, cash-zero and raise-by dates, and an 18-month table for base, lean, and upside scenarios.
Categorize a bank or card CSV export with a rules file you can edit. Writes a categorized CSV, spend by category and by month, and a review list of unknown merchants with suggested rules. Offline and repeatable.
Write the monthly finance update for leadership or investors from a few inputs: revenue, costs, cash, and plan. A script computes plan vs actual, flags the variances that matter, and works out burn and runway; Claude drafts the narrative and asks you for the why behind each big variance.
Audit your SaaS subscriptions from a simple list: annual spend, owners, upcoming renewals with decide-by dates, unused seats, stale tools, overlapping tools, and the savings from each fix. Writes a prioritized action list.
