Finance
AI Finance Analyst
From a supplier price change to a cited revenue impact.
Watches market, supplier and news sources, keeps only material changes, and estimates their revenue impact from Stripe.
- 5/wkMaterial changes
- 1/wkDated digest
FactoriesMarket watch
IdleIllustrative runReading watched pages
Material: rate, price, or term changes above 2%, supplier outages, new regulation
StripeRead only
NotionFinance digests
Related solutions
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Integrations
2 integrations- StripeOptionalConnects in chat
- NotionOptionalConnects in chat
Get started with AI Finance Analyst
Pick an example, connect your tools, and review the first run.
Set up the AI Finance Analyst agent template for this project. Follow /SKILL.md for the exact CLI commands.
Goal: A dated Notion digest of material changes, each with old and new text, a source link and estimated revenue impact.
1. Install the CLI if it is not on PATH, check that I am signed in, and select my team and project.
2. Connect these integrations when asked: Stripe (Optional), Notion (Optional).
3. List the first-party workflow templates. If `ledger-watch` is listed, instantiate it with `--path.slug ledger-watch` and start the run; otherwise create a project from this template at /new?template=ledger-watch&preset=market-watch.
4. Share the run id, follow the run until it finishes, and summarize its outputs and changes.
Ask me before spending FTAI or changing anything outside this repository.
Launch from Claude Code, Codex, Cursor, and other agents.