HeyJaredAI CFO Office
AI strategies, playbooks and tools for CFOs and leaders who want to lead the future of finance and not sit on the sidelines. Insider lessons on FP&A and CFO growth.
- Indexed issues, last 90 days
- 19
- Latest publication
- Sep 27, 2026
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- Aug 21, 2026
Latest issues
How to build a weekly cash forecast with new Claude Opus 5.5 (opens the original)
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Every CFO knows this week. You build the 13-week cash forecast on Monday. And by Friday a customer has paid late, a vendor has been paid early, and the forecast is already out of date. So you open the spreadsheet and start again.Why not give this job to Claude Opus 5.5?I gave it one file with our week 1 cash position, the collections we expect, and the payments already scheduled. It built the 13-week cash flow forecast. Then it tested the forecast, found what was wrong, and fixed it.But that’s n
Anthropic shipped 10 finance agents. I installed and tested them for CFOs (opens the original)
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Anthropic changed how CFOs build financial models.They shipped 10 ready-to-run agent templates for finance. Pitch builder. Meeting preparer. Model builder. Month-end closer. KYC screener. Five front office agents. Five back office agents. Each one is built from skills, connectors, and subagents.<a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/$s_!s2-6!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubst
CFOs can install an Annual Budget Skill and build next year’s plan with Claude in 15 minutes (opens the original)
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It is late September, and your board wants next year’s plan on the calendar before Thanksgiving. So FP&A opens the annual workbook.Actuals sit in one file. Headcount sits in another. The revenue drivers live in a Slack thread from August that three people still argue about. The P&L is forty tabs, and every time a driver moves, someone rebuilds the bridge by hand.Budget season is when that workbook becomes the job.Your job stops being deciding and becomes rebuilding.Finance gets stuck in the loop
I just built a 13-week cash flow forecast with Claude (opens the original)
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Cash flow forecasting is the one thing your board trusts least and needs most.<img alt="" class="sizing-normal" height="928" src="https://substackcdn.com/image/fetch/$s_!oxkH!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3
Anthropic's CFO uses Claude for the monthly financial review. I built MFR Skill.md every CFO can install (opens the original)
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Anthropic just went from $9 billion to over $30 billion in revenue in 4 months.<img alt="" class="sizing-normal" height="828" src="https://substackcdn.com/image/fetch/$s_!n7OQ!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.
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