#12plannedoperationsAI-powered

Virtual CFO

Monitor cash, margins, burn and runway; give monthly advice.

Responsibilities
  • Track cash & runway
  • Watch margins & burn
  • Monthly guidance
Inputs
  • Company profile / relevant documents
Outputs
  • Track cash & runway
  • Watch margins & burn
  • Monthly guidance
Required tools

None — synthesizes other agents' outputs.

Permissions & access
Permissionagent:virtual-cfo:run
Memory & context
Scopesshort_term, company

The company profile plus prior agents' outputs in the current pipeline; company-scoped long-term memory across runs.

Retry logic
Max attempts1
Strategyexponential
Backoff400ms
Confidence & human review

Not yet implemented.

Flag for human review when confidence falls below the agent's threshold.

Cost optimization

Planned — not yet costed.

Logging & monitoring

Structured AgentRun row: input, output, confidence, tool-run ids, duration, review flag.

success ratep95 durationconfidence distributionhuman-review rate
Future improvements
  • Implement Virtual CFO end-to-end
Run the full pipeline →API: POST /api/agents/virtual-cfo