finance

financial-decision-cadence

Defines what financial metrics to review weekly, monthly, and quarterly, surfaces red flags and action triggers, and structures financial review meetings.

Define a structured review rhythm for SME financial health. Works with simple data the owner already has — no dashboards, BI tools, or accountant required. Covers weekly pulse checks, monthly deep dives, and quarterly strategic reviews. Surfaces red flags with specific thresholds and produces ready-to-run meeting agendas.

Difficulty: beginner
Input: data
Output: spreadsheet
Needs: none
Used by: CEO / Founder, Finance Manager

What it needs

profile — Business overview and revenue model
business-context — Brief description of the business if no profile file exists (revenue model, team size, cash position awareness)
data — Current values for key metrics — cash balance, monthly burn/revenue, AR aging, largest client share, and gross margin. Can be pasted as plain text.
review-type — weekly | monthly | quarterly
context — Any known issues or topics to include (e.g., "cash is tight", "Q2 close", "pricing review due")

What you get

agenda (markdown)
cadence (markdown)
red-flag-report (markdown)

Ask it like this

what should I be checking
what are my warning signs
red flag metrics
review cadence
What should I be reviewing every week?
Set up my financial review rhythm
What are my financial warning signs?
Am I in trouble right now?