Fractional CFO Dashboard
Fractional CFO Dashboard for Monthly Client Packs. Track every client's monthly pack, retainer hours and cash runway in one view. Free to clone for fractional finance leads.
Fractional CFO Dashboard is a Taskade app kit built from one prompt: 5 projects that remember, 1 AI agent that thinks, and 3 automations that run on their own.
Category: Dashboards
This Taskade Genesis app includes 5 projects, 1 AI agent, 3 automations. Preview it live, then clone it into your own workspace.
Its AI agents include CFO Desk. Its automations include Day 1 - packs not started, Pack sent - draft review call agenda and Friday 3PM - hours over 90 percent.
by @taskade
What you can do with Fractional CFO Dashboard
- Preview the live Taskade Genesis app in your browser without signing up.
- Clone the entire workspace (projects, agents, automations, and app UI) to your own Taskade account in one click.
- Edit any agent prompt, project field, or automation step after cloning.
- Share the cloned version with your team or publish to a custom domain.
How Fractional CFO Dashboard works
- Day 1 - packs not started: when Day 1 of every month at 8 AM, then Find packs still waiting on books and Join the list into text.
- Pack sent - draft review call agenda: when Pack status set to Sent, then Draft the review call agenda and Comment the agenda on the pack.
- Friday 3PM - hours over 90 percent: when Every Friday at 3 PM, then Find packs in progress or sent and Get the pack fields.
Built with Taskade Genesis
- Category: Dashboards
- AI agents: CFO Desk
- Automations: Day 1 - packs not started, Pack sent - draft review call agenda, Friday 3PM - hours over 90 percent
- Workspace: 5 projects, 1 AI agent, 3 automations