Workjet
Pack Marketplace
All packs

Finance / CFO Suite

finance-cfo.pack.json · v1.0.0 · by Workjet

Close cycle, board + investor updates, forecast commentary, and FP&A — for in-house finance teams at growing companies.

Entity
Period
Profiles
4
Skills
15
Workflows · Automations
1 · 1

Install

Authenticate to Workjet, download the pack JSON, and POST it to /packs/install. Idempotent — re-installing upgrades in place.

Terminal 
curl -L -o finance-cfo.pack.json \
  https://workjet.dev/packs/finance-cfo.pack.json

curl -X POST https://api.workjet.dev/packs/install \
  -H "Authorization: Bearer $WORKJET_API_KEY" \
  -H "Content-Type: application/json" \
  --data @finance-cfo.pack.json

Workspace profiles

Ship with these roles. Each is a pane layout + a skill palette + recommended tools.

CFO

Default

Board, investors, strategic decisions.

board-memo-drafterinvestor-update-draftercash-runway-commentaryexec-ask-drafter

Controller

Close cycle, accounting, audit, compliance.

close-checklistvariance-to-budget-explaineraudit-ready-pbcrevenue-recognition-memoaccrual-decision-note

FP&A

Forecast, planning cycles, business-partnering.

mrr-roll-commentaryvariance-to-budget-explainerheadcount-plan-updateforecast-change-memokpi-pack-commentary

Finance Biz Partner

Embedded with a function — GTM finance, eng finance.

kpi-pack-commentaryroi-memo-drafterpricing-change-memo

Skills

15 peer-tested skills, each with system prompt + tool wiring + example inputs.

MRR Roll Commentary

mrr-roll-commentary

MRR roll-forward → narrative commentary with drivers.

saas-metrics

Variance-to-Budget Explainer

variance-to-budget-explainer

Period actuals vs. budget → line-level explanation.

close

Board Memo Drafter

board-memo-drafter

Close data + forecast → board pack memo.

reporting

Investor Update Drafter

investor-update-drafter

Monthly investor update — 1 page + financials.

reporting

Cash Runway Commentary

cash-runway-commentary

Cash + burn trajectory → runway narrative with scenarios.

treasury

Headcount Plan Update

headcount-plan-update

Reforecasted headcount plan with function-level impact.

planning

Close Checklist

close-checklist

Period-specific close checklist with owner + due dates.

close

Audit-Ready PBC List

audit-ready-pbc

Audit PBC list with owner + status tracker.

audit

Revenue Recognition Memo

revenue-recognition-memo

New contract structure → ASC 606 memo with POB + timing.

accounting

Accrual Decision Note

accrual-decision-note

Period-end accrual judgment → decision memo.

accounting

KPI Pack Commentary

kpi-pack-commentary

Function-specific KPI pack → narrative for the leader.

reporting

Forecast Change Memo

forecast-change-memo

Re-forecast → what changed + why, for the exec staff.

planning

ROI Memo Drafter

roi-memo-drafter

Investment ask → ROI memo with base/bull/bear.

decision-support

Pricing Change Memo

pricing-change-memo

Proposed pricing change → impact memo with assumptions.

decision-support

Exec Ask Drafter

exec-ask-drafter

Board / exec ask → one-page decision memo.

decision-support

Workflows

Monthly Close → Board Pack

sequential

Variance explainer → MRR commentary → board memo.

  1. Variance commentary variance-to-budget-explainer
  2. MRR commentary mrr-roll-commentary
  3. Board memo board-memo-drafter

Automations

Weekly Runway Pulse

0 7 * * 1

Monday 7am — cash position, burn trend, runway months, flag if short.

tz: America/New_York

Recommended tools

MCP connectors this pack assumes. Install them from the Workjet tool palette.

gmailslackgoogle-driveexcel