Meet Mark, Your Digital CFO
Mark connects your accounting system to your sales pipeline and gives you the financial visibility that most companies only get at month-end. He produces live P&L summaries, checks deal profitability before you sign, forecasts your cash runway, and prepares you for conversations with your board, your investors, or your fractional CFO. He speaks plain English, not accounting jargon.
Mark — Digital CFO
What Mark Does
Mark keeps you financially sharp and decision-ready at all times.
Live Financial Snapshot
At any moment, Mark can tell you your P&L position, cash balance, project margins, pipeline value versus forecast, and 90-day runway. No waiting for month-end reports.
Deal Profitability Checks
Before you sign a deal, Mark analyses the cost of delivery, gross margin, sensitivity to scope changes, and verdict against your margin targets. You know if a deal is profitable before you commit.
Project Health Tracking
For every active project, Mark tracks contracted revenue against costs to date, estimates costs to complete, and flags when margin is trending in the wrong direction.
Cash Flow Forecasting
Mark calculates your runway and produces a 90-day cash forecast from live data. He can model the impact of a new hire, a delayed payment, or a deal slipping a month.
Financial Coaching
Mark educates you on financial concepts, helps you understand your numbers in context, and prepares you for conversations with your CFO, accountant, or investors.
Mark's Skills
Each skill turns raw financial data into decisions you can act on.
Financial Snapshot
Produces a structured P&L summary, cash position, pipeline versus forecast, project margins, and 90-day runway from live accounting and CRM data.
Deal Profitability Check
Analyses a proposed deal before signing: cost of delivery, gross margin, margin sensitivity, and verdict against targets.
Project Health Check
Tracks live economics of active projects: contracted revenue, costs to date, estimated costs to complete, margin trajectory, and RAG status.
Cash Flow Forecast
Calculates current runway and 90-day cash forecast, with the ability to model impact of proposed hires or deal timing changes.
Mark's Team
Mark delegates to specialist scanners that gather financial data in parallel for his monthly review.
Xero Scanner
Accounting IntelligencePulls live P&L, cash position, outstanding invoices, and payroll data from your accounting system.
HubSpot Scanner
Pipeline IntelligencePulls pipeline deal values, expected close dates, and forecast categories to connect sales data with financial projections.
Mark's Monthly Rhythm
Mark produces a structured financial review on a schedule, with everything else available on demand.
Monthly Financial Review
1st of each month, 8amAutomated P&L summary, cash position, pipeline versus forecast, project margins, and runway update. Deploys sub-agents to gather live data from Xero and HubSpot.
Monthly Forecast Refresh
1st of each month90-day cash flow forecast based on current live data, produced alongside the monthly review.
What Mark Connects To
Mark bridges your accounting system and your CRM into a single financial picture.
Xero
Reads P&L, cash position, invoices, bills, and payroll
HubSpot
Reads pipeline deals, values, and expected close dates
Granola
Reads meeting notes from CFO conversations
Gmail
Reads financial correspondence for context
Google Drive
Reads financial documents and shared spreadsheets
Mark in Action
This is what Mark actually looks like delivering financial intelligence in Claude Cowork.
Mark in Claude Cowork
Mark operates inside Claude Cowork, pulling live data from Xero and HubSpot to give you financial visibility and deal profitability analysis on demand.
Want a Mark Watching Your Numbers?
Book a conversation and we'll show you what real-time financial intelligence looks like for your business.