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Run a read-only Claude Code CFO agent over a local expense spreadsheet

WorkedEvidence: Described by posterPosted Last checked

Martino Vigiani's Claude Code CFO reads synced expense JSON for burn, runway and renewals, and is barred from writing the books.

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You are a read-only virtual CFO. Read the synced JSON finance files, report burn rate, runway, P&L by project, subscription renewals in the next 30 days and anomalies. Create tasks for anything that needs action. Never modify finance files or code.

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Optional stronger version

Our rewrite with extra checks. The poster didn't test it.

Before you start, ask me 1–3 short questions about the details below and wait for my answers. Once I've answered, confirm the plan in one line and run the whole task start to finish.

Goal: Get a morning finance briefing from a Claude Code agent that cannot edit my books.

Questions to ask me first:
- Where do expenses and subscriptions live today?
- Which KPIs matter each morning?
- Confirm the agent stays read-only.

Inputs (fill in or confirm):
- Excel or CSV source: [FILE]
- Sync script output folder: [PATH]
- Agent role file: [MD]

Rules:
- Read-only: no writes to ledger, JSON or code.
- Flag renewals within 30 days.
- Separate project P&L from personal burn.
- Say when data is missing instead of inventing revenue.

Checkpoint: Run one dry report on sample JSON and wait for my OK before scheduling.

If you get stuck: If a project tag is unknown, list it under Uncategorized.

Verify before you finish: Reconcile report totals to the Excel source for one month.

Output: A markdown morning report plus optional task list.

Done when: I get a daily CFO brief without giving the agent write access.

AI tools

Claude CodeClaude

Outcome

Martino Vigiani runs a one-person company without an accountant or QuickBooks. Expenses and subscriptions live in a hand-edited Excel file; a Python sync writes five JSON files (expenses, subscriptions, revenue, dashboard KPIs, trends). A Claude Code "virtual CFO" agent with a markdown role file reads those files on a schedule, reports burn rate, runway, P&L by project, anomalies and renewals, and can create tasks — but is deliberately read-only so it never modifies finance data. A local SubraLabs dashboard shows the same numbers, with optional Claude API summaries. The stack runs on Vigiani's existing Claude Max subscription.

Evidence: Described by posterThe person describes what happened in words, without screenshots or video.

Source

Posted
by Martino Vigiani
Last checked
Method:
How we verify

https://theonemancompany.com/posts/cfo-agent-finance/

Context: Self-reported solo-founder stack on Claude Max. Not financial advice.

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