Open finance skill
Monthly CFO review
What changed this month, and which questions should an operator ask?
Turn synthetic monthly summaries into a consistent review pack of movements, exceptions, and questions for a finance professional and owner to discuss.
Inputs
- ✓Current month summary
- ✓Prior-period summary
- ✓Review thresholds
Outputs
- ✓Key movements
- ✓Exception list
- ✓Discussion questions
Checks performed
- ✓Period consistency
- ✓Material movement
- ✓Missing-data warning
Guided synthetic example
See the check from input to decision
The owner sees higher revenue and assumes the month improved, while cash and margin moved the other way.
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| Metric | June | July | Movement |
|---|---|---|---|
| Revenue | $100,000 | $110,000 | +$10,000 |
| Gross margin | 45% | 40% | -5 pts |
| Cash | $80,000 | $70,000 | -$10,000 |
| AR over 60 days | $18,000 | $29,000 | +$11,000 |
Run the deterministic check
About 20% of workCompare current, prior, and threshold values, then organize material changes into a discussion sequence.
Surface the flagged result
About 10% of workNeeds review
Revenue increased, but margin, cash, and aging all deteriorated.
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 pattern suggests growth may be consuming cash, but only job, billing, collection, and cost context can explain why.
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 workAssign owners to the margin and collections investigations, then track the actions at the next monthly review.
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":"monthly-value-summary"}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.