Before
Every insight needed someone to remember to ask. Weekly spend, cash position and aging checks had to be requested again each time.
Now
Describe a routine, such as a weekly spend summary, and AI CFO drafts the name, prompt and schedule. Confirm it and it runs on its own, with each run as a new conversation.
Recurring analysis that runs itself
Routines let anyone with AI CFO put recurring analysis on a schedule by describing it in a sentence.
- Describe it in plain language. For example: "Every Monday at 8am, summarise last week's spend by vendor and flag anything unusual." AI CFO drafts the routine's name, prompt and cadence for you to confirm.
- Daily, weekly or monthly. Routines run in your timezone.
- Schedule any saved Skill. Pick a Skill instead of writing a prompt, and work someone built once runs for the whole team.
- Answers you can question. Every run gets its own conversation, so you can ask a follow-up such as "why is Amazon up?" instead of starting over.
How to use it
- Describe the recurring work you want to AI CFO.
- Review the draft routine: name, prompt and schedule.
- Confirm it. It runs on schedule, and you can open each run's conversation to ask follow-ups.
Why it matters
- Always on. Weekly spend, cash position and aging arrive without anyone remembering to ask.
- An analyst, not a report. Each result is a thread you can question.
- Skills that run without you. A saved method keeps running on schedule.
- No setup. No admin configuration. The person who wants the report creates it.
FAQ
Where do I find my routines?
Under Routines in the AI CFO rail, below Skills.
How often can a routine run?
Daily, weekly or monthly, in your timezone.
Can I schedule a Skill I already saved?
Yes. Pick the Skill instead of writing a prompt.
Where to find it
AI CFO › Routines
Availability
Live for all customers
