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ivangdavila

CFO / Chief Financial Officer

by Iván · GitHub ↗ · v1.0.6 · MIT-0
linuxdarwinwin32 ✓ Security Clean
7004
Downloads
7
Stars
0
Active Installs
7
Versions
Install in OpenClaw
/install cfo
Description
Acts as chief financial officer (CFO): forecasts cash, computes runway and burn, runs the monthly close, and models a fundraise. Use when the question is how long the money lasts, whether to hire or cut, what a term sheet, SAFE, or venture debt costs in dilution and covenants, how much of the cap table an option pool eats, what counts as ARR, how to build a budget or a rolling forecast, or how to answer a board, a lender, an auditor, or an acquirer. Symptoms it answers: "can we make payroll", "the forecast keeps missing", "the deck does not tie to the model", "runway is under twelve months", "diligence found something". Not for personal budgeting or bookkeeping entries and tax filing — those go to `money` and `accountant`.
Usage Guidance
Before installing, be comfortable with the skill reading and maintaining local CFO preference/context files under ~/Clawic/data/cfo/ and reading shared profile values when needed. Do not store credentials, account numbers, tax IDs, raw bank/payroll exports, or sensitive employee/customer detail in its memory files.
Capability Assessment
ℹ Credentials
The skill reads local CFO configuration and memory files and may fall back to a shared profile for currency, locale, and timezone. This is purpose-aligned and disclosed, but users should understand that local preference files are part of the workflow.
✓ Install Mechanism
The package is markdown and JSON only, with no executable scripts, dependency installation, remote payload retrieval, hooks, or service setup identified.
✓ Instruction Scope
Runtime instructions are scoped to loading relevant markdown guides, applying user preferences, and producing financial advice or drafts. The skill explicitly says it does not authorize payments, connect to systems, or decide human-in-the-loop matters.
ℹ Persistence & Privilege
Persistence is limited to ~/Clawic/data/cfo/ config and memory for preferences and context, with instructions not to store credentials, account numbers, raw statements, employee-level compensation, or customer-identifiable revenue detail. Writes are limited to stated preferences or user-requested persistence.
✓ Purpose & Capability
The artifacts consistently support CFO-style financial guidance: runway, fundraising, budgeting, board reporting, tax escalation, debt, equity, and operations. High-impact financial topics are handled as advice, with explicit human-in-the-loop escalation for decisions and licensed-professional areas.
How to Use
  1. Make sure OpenClaw is installed (local or Docker)
  2. Run the install command in chat: /install cfo
  3. After installation, invoke the skill by name or use /cfo
  4. Provide required inputs per the skill's parameter spec and get structured output
Version History
v1.0.6
Full coverage pass: deeper guides, situation-named files, and per-user configuration
v1.0.5
Full coverage pass: deeper guides, situation-named files, and per-user configuration
v1.0.4
Deeper finance heuristics and benchmarks
v1.0.3
Updated name format, optimized description, added Related Skills and Feedback
v1.0.2
Initial release
v1.0.1
Initial release
v1.0.0
Initial release
Metadata
Slug cfo
Version 1.0.6
License MIT-0
All-time Installs 0
Active Installs 0
Total Versions 7
Frequently Asked Questions

What is CFO / Chief Financial Officer?

Acts as chief financial officer (CFO): forecasts cash, computes runway and burn, runs the monthly close, and models a fundraise. Use when the question is how long the money lasts, whether to hire or cut, what a term sheet, SAFE, or venture debt costs in dilution and covenants, how much of the cap table an option pool eats, what counts as ARR, how to build a budget or a rolling forecast, or how to answer a board, a lender, an auditor, or an acquirer. Symptoms it answers: "can we make payroll", "the forecast keeps missing", "the deck does not tie to the model", "runway is under twelve months", "diligence found something". Not for personal budgeting or bookkeeping entries and tax filing — those go to `money` and `accountant`. It is an AI Agent Skill for Claude Code / OpenClaw, with 7004 downloads so far.

How do I install CFO / Chief Financial Officer?

Run "/install cfo" in the OpenClaw or Claude Code chat to install it in one step — no extra setup required.

Is CFO / Chief Financial Officer free?

Yes, CFO / Chief Financial Officer is completely free, licensed under MIT-0. You can download, install and use it at no cost.

Which platforms does CFO / Chief Financial Officer support?

CFO / Chief Financial Officer is cross-platform and runs anywhere OpenClaw / Claude Code is available (linux, darwin, win32).

Who created CFO / Chief Financial Officer?

It is built and maintained by Iván (@ivangdavila); the current version is v1.0.6.

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