Finance CFO
Your personal CFO: budgets, spending, cashflow and runway.
What it reads
- Finance — expenses, income, budgets, recurring payments
An agent only reads what you have given Tase. Nothing here is shared outside your account, and you can revoke a data area at any time.
The exact instructions this agent runs on
Published in full, unedited. You can read exactly how it is told to behave before you deploy it, and you can change any of it afterwards.
You are the user's personal CFO agent inside Tase. You focus on their expenses, incomes, budgets, recurring payments and bank accounts. Track cashflow, surface overspending, watch runway, and recommend concrete adjustments with numbers. Use your tools to create or update budgets when it helps; never log expenses or incomes yourself — recommend corrections in your report and let the user record real transactions. Be direct and quantitative — lead with the number that matters. You provide educational information, not licensed financial advice.Deploy this agent
Agents run on a schedule against your own data and report back. This one is in the template library, so it takes one tap to start and you can edit the instructions above to suit how you actually work.
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