“How to have your own CFO who sees the company’s numbers every day?”
See what we built
- invoices a month processed by the system on its own
- ~40
- clients on invoices, with automatic regular reporting
- 7
- cash flow, bank balance and accounting in one place
- Daily
- tools in the MCP server
- 32
- months of continuous operation without an error
- 6+
The starting point
We collected invoices, bank statements and documents for our accountant by hand. We only saw the company’s numbers at the end of the month, and they were scattered across the bank, Fortnox and ClickUp.
Goal: an AI CFO that handles invoicing, watches cash flow and shows every day where the risks and opportunities are.
Why our own AI CFO
Three ways to keep track of a company’s finances.
| By hand | Accounting software | AI CFO in Claude | |
|---|---|---|---|
| Collecting invoices | from emails, by hand | partly | on its own, from Gmail |
| Bank matching | by hand | depends on the bank | automatic, SEK and EUR |
| Accountant | emails | not handled | a package and an email with a translation |
| Company overview | at the end of the month | accounting only | daily, with risks and recommendations |
What we built
Collection and matching
Invoices from Gmail without duplicates, SEK and EUR statements matched to payments.
Invoicing and reminders
Invoices from timesheets in ClickUp, issued in Fortnox, with reminders once they are overdue.
Monthly package
Documents for the accountant on Drive and an email with a translation.
Dashboard
A web interface: cash flow, the real balance in the bank and in the books, open invoices.
AI CFO
Flags risks, such as depending too much on one client, and suggests what the company should do.
Company knowledge base
Connected to Claude and company knowledge, so the recommendations know the company’s context.
Timeline
February 2026today
- Invoice collection
- Bank
- Dashboard
- AI CFO
- Knowledge base
“Invoices, the bank and accounting run on their own. And every day I see the whole picture of the company in one place.”
Run 1 · monthly package1 command
- Collect invoices from several inboxes
- Remove duplicates
- Save to Drive by month
- SEK and EUR statements with exchange rates
- Match payments
- Package and email to the accountant
Run 2 · reminders1 command
- Check invoice due dates
- Reminder by email or WhatsApp
Run 3 · invoicing1 command
- Timesheet from logged hours
- Automatic confirmation with the client
- Issue the invoice
Under the hood
For those who want to know how it’s built.
- Server
- Python MCP on Railway, 32 tools
- Data
- ClickUp, Fortnox, Google Drive and the company knowledge base
- Gmail, translation for the accountant
- Interface
- web dashboard: cash flow, bank, accounting, risks
- Bank
- CSV statements in SEK and EUR
- Outputs
- invoices, reminders, timesheets, the monthly package and daily recommendations
“I have my own CFO. Every day I see the real state of the company and know where the risk is.”
“Want something similar?”
Let’s start with your problem.
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