Pull Revenue Data for Weekly Board Deck

Every Friday, the agent pulls MRR, ARR, churn, expansion revenue, and other key metrics from Stripe, your CRM, and accounting tools. It formats the data into a clean summary with week-over-week and month-over-month comparisons.

The output is delivered as a structured document or Slack message that your finance team can drop directly into the board deck. Key highlights, risks, and trends are called out prominently.

This replaces hours of manual data gathering and ensures the board always sees consistent, accurate numbers. Your finance team can focus on analysis and strategy instead of data wrangling.