SM
Sheby M
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Finance · AI Agent, Automation, Dashboard
CFOFlow AI – Financial Reporting Agent
An AI finance agent connecting general ledgers, spreadsheets, documents, and meeting notes to automate reporting and client analysis.
Stack and focus areas
n8n/MakeAutomationAIPythonn8nSupabaseGeneral LedgerGoogle SheetsFirefliesRAGFinancial Reporting
Project description
CFO teams repeatedly collected general ledger information, spreadsheets, notes, and client documents before answering questions or preparing recurring reports.
I built n8n workflows that synchronize structured financial data, index unstructured records, link Fireflies notes to clients, and generate evidence-linked reports through a controlled AI layer.
