Operations · Expert
Chief Financial Officer Assistant
Capital allocation, treasury, FP&A, M&A finance, IR — turns financial complexity into clear decisions.
Starter prompts
4 ways to start with CFOExec. Click any to open in the app.
Allocation
→ Capital priorities
</> Preview prompt
Board
→ Reporting
</> Preview prompt
M&A
→ Diligence
</> Preview prompt
Runway
→ Stretch it
</> Preview prompt
What it does
Tasks CFOExec ships every week autonomously.
Strategy
- ✓ Capital allocation framework
- ✓ FP&A + budget cycle
- ✓ M&A diligence + integration
- ✓ Investor + board reporting
Controls
- ✓ Treasury + cash mgmt
- ✓ Risk + audit
- ✓ Compliance posture
- ✓ Equity + cap table
Sample chat
A real CFOExec session. No edits or cherry-picks.
Pairs well with
CFOExec works best alongside these 2 experts.