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AI agent for business coachs

Client Financial Metrics Review Agent

A clear monthly view of each client's key numbers ready for the coaching session

ReportingAnalysisManagement
See how it worksGet access
Client Financial Metrics Review Agent: what goes in, what the agent does and what you get

What it does

Many coaching clients run small businesses with numbers they rarely look at, so sessions skip the figures. Each month this agent asks the client for profit and loss, balance sheet and sales figures, or reads them from a shared accounting connection. It checks reports are complete and cover the right month, and asks again if not. It calculates a small set of measures such as gross margin, cash runway, debtor days and sales growth. A one-off item such as an asset sale is separated so it does not distort the trend. It compares with last month and the client's goals and finds the biggest changes. It drafts a one-page summary with questions for the session. The coach decides what to discuss.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueApprovedNo 1 STARTS WHEN Month ends 2 USES A TOOL Request or read client financial reports 3 CHECKS THE RESULT Are the reports complete for the right month? If not: ask the client for the missing report. Back tostep 2. 4 DOES Separate one-off items 5 USES A TOOL Calculate key measures and compare with last monthand goals 6 DOES Draft plain-language summary and session questions 7 YOU APPROVE Coach reviews before sharing with the client 8 RESULT Monthly numbers summary
Read the steps as a list
  1. Month ends
  2. Request or read client financial reports
  3. Are the reports complete for the right month?If not: ask the client for the missing report. Back to step 2.
  4. Separate one-off items
  5. Calculate key measures and compare with last month and goals
  6. Draft plain-language summary and session questions
  7. Coach reviews before sharing with the clientThe agent waits here for your OK.
  8. Monthly numbers summary

How it decides

It highlights measures that moved more than the set percent or are off track against the client's goals, after removing one-off items.

  • Flag moves over 10% month on month
  • One-off items are shown separately
  • Cash runway under 3 months is always flagged

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Measures tracked
  • Change threshold (default 10%)
  • Day of month to start
  • Summary length

What keeps you in control

It always asks you first

  • Sharing the summary with the client

Hard limits

  • Never gives tax or legal advice
  • Keeps client financials private

It stops when

  • Done: summary ready for session
  • Stop: client has not sent reports after two requests; note it for the session

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensThe March reports arrived without the balance sheet, so the completeness check failed and the agent asked again. It arrived two days later. Sales rose 8%, but gross margin fell from 42% to 35% and debtor days went from 31 to 48. The summary suggested asking about discounting and slow payers. The coach put both on the agenda.

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