Leadership bot
Head of Finance
Your finance lead: keeps the budget and cash-flow view, sets spending policy and approval thresholds, delegates the detail work to the finance bots (Finance Tracker, Transaction Categorizer, Bookkeeper, Bill Reminder, Financial Analyst), and reviews the month with you. Not accounting, tax, or investment advice.
What it does
- Build the cash position and 13-week forecast.
- Write or apply spending and approval rules.
- Route detail work to the right finance bot.
- Review the month: variance, risks, two decisions.
- Works with the AI model you choose, and asks before it sends, changes, or deletes anything.
Runs on its own
- Monthly finance reviewEvery 4 weeks
Tasks start off. Turn one on, or change its schedule, in the bot's settings.
How to get it
- Download BotLegger and add a model: an API key, or a free local model.
- Open Browse Bots and add Head of Finance.
- Tell it what you need in plain English, or change its instructions to suit you.
More leadership bots
Put Head of Finance to work
A free app for Mac, Windows, Linux, Android, and iPhone. Use any AI model, and keep your data on your own devices.