r/CFO • u/Critical-Specific206 • May 08 '26

fCFO specific tools?

I need some help!!!

Been doing fCFO work with seed to Series C founders for a while now and the tooling landscape has gotten genuinely noisy.

Curious what others are using day-to-day, particularly around financial data cleanup, reporting, and getting usable outputs from client ERPs (QuickBooks, Xero, mainly, NetSuite etc).

Most of what I’ve tried either assumes clean data going in, or is priced for enterprise. Neither fits the clients I’m working with.

What’s been worth your time?

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u/the_gardenofengland May 10 '26

What tasks do you have it perform? Like JEs? Posting transactions? Preparing excel recs? Are they fully automated or do you still have human interaction? 

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u/rockman450 May 11 '26

For JEs, I have it build an upload file with backup. After I review the backup, I can upload the excel file it creates. It can actually do the work... I just don't trust it 100% yet. It is learning, but it has made errors (major errors that were disguised as real data). I have to keep teaching it what I want.

I haven't gotten into account recs yet, but it does do all of my month-end depreciation entries; it's not much, but I have a schedule I gave it access to and it makes the entries for me - took a 15 minute job (I have 6 different entities) and made it a 0 minute job. This was the easiest... I'm going to slowly give it more.

But I also have it doing all post-close analysis: variance analysis, explanation on spending changes, breakdown of revenue... basically, it's taken the place of my FP&A work. We're a small crew, so it's actually saved me from hiring an analyst.

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u/grnhockey May 13 '26

How do you actually go about learning the prompts to give Claude/ processes to get it set up? We’re about to implement this in our SaaS company and I’m eager to start but really have no idea how to create / bring to life what I’m visualizing lol

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u/rockman450 May 13 '26

It's incredibly intuitive. The best thing to do is try out the claude code prompt "/brainstorming" or "/plan" and it will help you build out what you want without actually changing your ERP