Open finance skill
CFO chart pack
How should finance data be visualized so an owner can make a decision quickly?
Generate clear cash-flow, margin, working-capital, and variance charts from verified tables with accessible labels and source notes.
Inputs
- ✓Verified finance table
- ✓Units and periods
- ✓Decision question
Outputs
- ✓Chart-ready series
- ✓Executive annotation
- ✓Source table
Checks performed
- ✓Missing-period preservation
- ✓Actual-versus-forecast labels
- ✓Chart-to-table parity
Guided synthetic example
See the check from input to decision
An owner needs to see the cash trough and margin decline without reading a dense workbook.
This is the operating model we use at Level. The percentages are estimated shares of the work in a typical review. Actual effort varies with data quality, complexity, and the issue found.
Start with the source records
About 15% of work| Series | June | July | August forecast |
|---|---|---|---|
| Ending cash | $180,000 | $132,000 | $86,000 |
| Gross margin | 42% | 38% | 37% |
| AR over 60 days | $22,000 | $35,000 | $41,000 |
Run the deterministic check
About 20% of workPreserve table values, label actual versus forecast, select compatible units, and annotate the decision-relevant movement.
Surface the flagged result
About 10% of workNeeds review
The chart pack shows cash falling below $100,000 as margin declines and older AR grows.
Use recorded finance judgment to analyze possible reasons
About 25% of workAt Level, we record the review logic, known explanations, and questions our finance professionals use in this situation. AI applies that documented human judgment to organize the most plausible reasons, without pretending it knows which reason is true.
Possible reasons to investigate
The visual connects movements but does not prove that collections or margin caused the cash decline.
Make the final human judgment
About 20% of workA Level finance professional validates the source evidence, challenges the AI-assisted analysis, and decides which explanation is supported.
Make the operating decision
About 10% of workUse the chart to focus the meeting, then validate the underlying drivers in the source schedules.
Use this system
Start with the example, then inspect the structure
- Download the invented input and expected output.
- Replace one field at a time with a safe test value.
- Compare the result with the expected structure.
- Have a finance professional review every exception before acting.
MCP preview
run_synthetic_example {"slug":"cfo-chart-pack"}Human review is part of the system
This check organizes evidence and surfaces exceptions. A person with finance domain expertise still needs to interpret the result, validate the source records, and discuss the operating decision.
Open source does not mean open client data. We publish reusable finance tools, checks, templates, and playbooks. Client records, workpapers, credentials, communications, and private configurations remain confidential.