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AI agent for cfos

M&A Integration Finance Tracker Agent

Show verified synergy delivery against plan each month and drive action on shortfalls.

AnalysisReportingMonitoringFinanceExecutives and strategyManagement
See how it worksGet access
M&A Integration Finance Tracker Agent: what goes in, what the agent does and what you get

What it does

A deal is approved on promised savings, but a year later nobody can say how much was delivered. This agent reads the synergy plan with its workstreams, targets and timing. Each month it pulls actual savings and one-time costs from the ledger by workstream, and compares them with plan. For each shortfall it traces the cause, such as a delayed system cutover, a contract not yet renegotiated or savings counted twice. It drafts catch-up actions with owners and rechecks the next month. If a savings claim cannot be traced to the ledger, it marks it as unverified. The CFO approves the report that goes to the board.

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, continueApprovedYes, continueNoNo 1 STARTS WHEN Month closes 2 USES A TOOL Read the synergy plan and workstream targets 3 USES A TOOL Pull actual costs and savings by workstream from theledger 4 DOES Compare actuals with plan for the month andcumulative 5 CHECKS THE RESULT Can each claimed saving be traced to a ledger entry? If not: ask the workstream owner for support and mark itunverified until found. Back to step 3. 6 DOES Trace the cause of each shortfall over the set limit 7 DOES Draft catch-up actions with owners and dates 8 YOU APPROVE CFO approves the report for the board 9 USES A TOOL Check progress on the previous month's actions 10 CHECKS THE RESULT Did the shortfalls shrink after the actions? If not: redraft stronger actions and flag for CFOreview. Back to step 6. 11 RESULT Board-ready synergy report
Read the steps as a list
  1. Month closes
  2. Read the synergy plan and workstream targets
  3. Pull actual costs and savings by workstream from the ledger
  4. Compare actuals with plan for the month and cumulative
  5. Can each claimed saving be traced to a ledger entry?If not: ask the workstream owner for support and mark it unverified until found. Back to step 3.
  6. Trace the cause of each shortfall over the set limit
  7. Draft catch-up actions with owners and dates
  8. CFO approves the report for the boardThe agent waits here for your OK.
  9. Check progress on the previous month's actions
  10. Did the shortfalls shrink after the actions?If not: redraft stronger actions and flag for CFO review. Back to step 6.
  11. Board-ready synergy report

How it decides

It counts a saving only if it appears in the ledger, then explains each gap by comparing timing, scope and one-time costs.

  • Count savings only when they appear in the ledger
  • Investigate a shortfall over 10 percent of the monthly target
  • Separate one-time costs from run-rate savings
  • Mark a claim unverified after 2 months without support

Make it yours

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

  • Shortfall threshold (default 10 percent)
  • Workstreams and owners
  • Report format for the board
  • Months of unverified status allowed (default 2)

What keeps you in control

It always asks you first

  • CFO approves the report before it goes to the board
  • CFO approves any change to the synergy targets

Hard limits

  • Never changes ledger entries or targets
  • Labels unverified savings clearly in every report

It stops when

  • Done: monthly report approved with actions assigned
  • Stop: ledger mapping to workstreams is missing

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 happensIn month 5, the plan targeted $620,000 of savings and actuals showed $470,000. The agent traced $90,000 to a vendor contract still on old rates and $60,000 to a warehouse move delayed to month 7. One owner claimed $40,000 without ledger support, so it was marked unverified. It drafted two catch-up actions and the CFO approved the report.

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