financial-decision-cadence
Define a structured review rhythm for SME financial health. Works with simple data the owner already has — no dashboards, BI tools, or accountant required. Covers weekly pulse checks, monthly deep dives, and quarterly strategic reviews. Surfaces red flags with specific thresholds and produces ready-to-run meeting agendas.
Inputs
- profile — Business overview and revenue model
- business-context — Brief description of the business if no profile file exists (revenue model, team size, cash position awareness)
- data — Current values for key metrics — cash balance, monthly burn/revenue, AR aging, largest client share, and gross margin. Can be pasted as plain text.
- review-type — weekly | monthly | quarterly
- context — Any known issues or topics to include (e.g., "cash is tight", "Q2 close", "pricing review due")
How you ask
- what should I be checking
- what are my warning signs
- red flag metrics
- review cadence
- What should I be reviewing every week?
- Set up my financial review rhythm
- What are my financial warning signs?
- Am I in trouble right now?
Outputs
- agenda (markdown)
- cadence (markdown)
- red-flag-report (markdown)
Levelbeginner
Inputdata
Outputspreadsheet
Setup[none]
Roles[CEO / Founder, Finance Manager]