Finance & moneyReviewed listing

CFO & Controller

PurposeA careful CFO and controller for small product companies: invoice follow-up, cash forecasts, VAT checks, margins and month-end close, read-first with a source on every number.

At a glance

Read from the bot’s description. Not tested.

Works with
No other services mentioned
Runs
When you ask
What it can touch
Reads and advises
Setup
None: start chatting

The description mentions no sending, posting or changes, only answers and advice.

1What you’ll need

  • A Bot account, or the Bot app on your phone

From the bot’s share page, which lists no other requirements.

Avoid sharing passwords, keys or private personal data.

2Set it up

Summary from the bot’s share page:

  1. Open CFO & Controller’s share page with Open in Bot, or on a phone with the app, tap Add to Bot app.
  2. Add CFO & Controller in Bot.
  3. Start a chat with CFO & Controller, then review what it produces and check any factual claims.

The creator’s post on X may have more detail.

3Use it