Finance & CFO Assistant
How a finance team uses Buda to categorise transactions, forecast cash flow, and write board reports
Henry Zhang and Claire Wu handle finance at Meridian Group. Buda agents turn raw data into board-ready insights.
What you can automate
- Expense categorisation — Classify hundreds of transactions against your chart of accounts and flag anomalies
- Cash flow forecasting — Build 13-week rolling forecasts with bull, base, and bear scenarios from actuals
- Board narratives — Write the financial story behind the numbers — context, drivers, and outlook — for board decks
- Budget variance — Explain line-by-line deviations from budget with root-cause analysis
How to get started
- Create agents: Expense Analyst, Cash Flow Forecaster, Board Report Writer
- Upload your chart of accounts, past financials, and budget to Drive
- Drop in a transaction CSV — the Expense agent categorises and flags exceptions in minutes
- Ask the Forecast agent for a 3-scenario cash flow model and get a spreadsheet-ready output