Board metrics
A paste-ready monthly metrics pack (ARR and MRR, cash, burn, runway, and AR/AP aging) with a short narrative on the trend that matters most.
- Install
all-systems-go- Ask
- “Give me board metrics for last month.” or
/board-metrics - Reads
- Stripe, Mercury, Ramp, QuickBooks — read-only, with your own login
- Works best with
- A Finance Brain: this tool reads your definitions first
- Time
- A few minutes per month
What you get
A summary you can paste straight into a board deck or investor update:
[Company] — Financial Metrics, [Month Year]
- ARR / MRR: $X ARR ($Y MRR), +Z% MoM
- Cash: $X (as of
) - Net burn: $X/mo
- Runway: X months (cash-out ≈
) - AR: $X total ($Y past due)
- AP: $X total ($Y past due)
Followed by two or three sentences on the most important trend or risk, plus spend highlights from Ramp and month-over-month changes wherever a prior period exists.
Where each number comes from
| Metric | Source |
|---|---|
| ARR, MRR, growth | Stripe |
| Cash | Mercury |
| Net burn and runway | Mercury, using the same logic as Runway & burn |
| AR and AP aging | QuickBooks |
| Spend highlights | Ramp |
Every metric uses the definitions in your Finance Brain, so board MRR means what you mean by MRR, and it matches the other tools.
Try asking
Format this so I can paste it into a board deck.
Install
You'll need Claude Cowork (the Cowork tab in the Claude desktop app, on a Pro, Max, Team, or Enterprise plan). Everything installs from inside Cowork — no command line.
- Add the airCFO marketplace (once — skip this if you've installed any airCFO tool before): click Customize in the left sidebar, then Browse plugins → Personal → + → Add marketplace from GitHub, and enter
https://github.com/aircfo/claude-startup-finance - Install
all-systems-go. Already installed? Click Update on the marketplace instead, so you have the latest version. - Connect QuickBooks in Claude's connector settings, read-only, with your own login, using the vendor's own connector (Intuit's, for QuickBooks). Not connected? The tool asks for the export it needs instead.
- Work from your Finance Brain if you have one: open the folder with Work in a folder so the tool reads your definitions. No Finance Brain yet? Download the free starter kit.
- Ask:
Give me board metrics for last month.
Missing one of the systems above? The tool still runs. Whatever it couldn't read shows up as an open question, never a guess.