AI CFO Toolkit
CFO-level financial clarity for solo founders — without hiring a CFO. 3 Claude Code skills that turn your numbers into decisions in 30 minutes a month.
What's included:
- ✓3 Claude Code skills (finance-ops, pricing-strategy, analytics-tracking)
- ✓CFO briefing, cost estimator & scenario modeler (3 sub-commands)
- ✓Van Westendorp pricing research framework
- ✓Unit economics table (LTV:CAC, CAC Payback, NRR, Runway)
- ✓30-minute monthly review workflow
- ✓54.9 KB · works with Claude Code (free tier)
Instant download · No subscription · Free updates
Quick Answer
What does AI CFO Toolkit do?
AI CFO Toolkit is a set of 3 Claude Code skills that replaces the need for a fractional CFO at the early-stage. It gives founders a monthly financial briefing (P&L, cash burn, runway), cost estimates for new features before you build them, scenario modeling across 3 growth paths, Van Westendorp pricing research, unit economics tracking, and an analytics summary — all in one 30-minute monthly session.
The founder finance problem
“How much runway do I have?”
Asked at 11pm before a board call
“Should I hire now or wait?”
No model to answer it
“Is $79/mo the right price?”
Based on gut, not data
“What does this feature actually cost?”
Dev time + infra + opportunity cost
“If growth slows 30%, when do I run out?”
Scenario never modeled
“What's my LTV:CAC?”
Guessed or ignored
Most founders know their product inside out and have no idea what their unit economics look like. Hiring a fractional CFO costs $3,000–8,000/month. Hiring a full-time CFO is impossible pre-Series A. AI CFO Toolkit gives you the same output for $29 and 30 minutes a month.
The finance-ops skill system
3 sub-commands, one complete financial picture
CFO Briefing
A full CFO-style monthly report generated from your numbers in minutes.
- →P&L summary (MRR, ARR, costs, net)
- →Cash burn rate & trend
- →Runway in months (3 scenarios)
- →Top 3 alerts & recommended actions
Cost Estimator
Know the real cost of building a feature before you commit to it.
- →Dev time × hourly cost
- →Infrastructure & API costs
- →Opportunity cost (what else you could build)
- →Break-even calculation
Scenario Modeler
Model 3 growth paths and see runway impact before it happens.
- →Conservative: -30% growth rate
- →Base: current trajectory
- →Optimistic: +50% growth rate
- →Decision trigger: when to raise or cut
# Monthly 30-min review session
$ /finance-ops/briefing
→ P&L: MRR $12,400 | Costs $6,200 | Net $6,200
→ Runway: 14.2 months (base) | 9.1 mo (conservative)
⚠ Alert: Infra costs up 22% MoM — investigate
$ /finance-ops/scenario growth_rate=0.15
→ Conservative: $14,260 MRR in 6mo | runway 11mo
→ Base: $17,800 MRR in 6mo | runway 16mo
→ Optimistic: $23,400 MRR in 6mo | runway 22mo
$ /pricing-strategy research product="SaaS plan"
→ Van Westendorp range: $49–$99 (sweet spot: $69)
→ Recommended tiers: $39 / $69 / $129
$ /analytics-tracking monthly
→ CAC: $42 | LTV: $384 | LTV:CAC 9.1x ✓
→ CAC Payback: 3.4 months | NRR: 108%
✓ Monthly review complete — 28 minutes
Pricing strategy skill
Research-backed pricing that stops founders from leaving money on the table
Van Westendorp Framework
Four questions that reveal your acceptable price range from real customer data — not gut feel.
3-Tier Pricing Builder
Outputs a recommended 3-tier structure with anchor pricing logic built in.
Starter
Remove friction, capture budget buyers
Pro
Most popular — optimized for conversion
Scale
Anchor tier — makes Pro feel reasonable
Freemium vs Free Trial
The skill includes a decision model: product type, ACV target, and activation complexity — gives you a clear recommendation with reasoning.
Unit economics table
| Metric | Formula | Healthy Range | Red Flag |
|---|---|---|---|
| LTV:CAC | LTV ÷ CAC | ≥ 3x | < 1x |
| CAC Payback | CAC ÷ Monthly Gross Margin | < 12 months | > 24 months |
| Net Revenue Retention | (MRR end – churn – contraction + expansion) ÷ MRR start | > 100% | < 80% |
| Runway | Cash ÷ Monthly Burn | > 18 months | < 6 months |
| Gross Margin | (Revenue – COGS) ÷ Revenue | > 70% (SaaS) | < 40% |
| Magic Number | Net New ARR ÷ Prior Quarter S&M Spend × 4 | > 0.75 | < 0.5 |
The analytics-tracking skill auto-populates this table from your inputs and flags metrics outside healthy range.
30-minute monthly review workflow
Run this once a month. Replace the CFO catch-up you never had.
CFO Briefing
Run /finance-ops/briefing. Review P&L, burn, runway alerts.
Scenario Update
Run /finance-ops/scenario. Check if base case is tracking.
Cost Review
Run /finance-ops/cost-estimate for any features planned next sprint.
Pricing Check
Run /pricing-strategy if testing new plans or upsell paths.
Unit Economics
Run /analytics-tracking monthly. Flag any metric outside range.
Decision Log
Write 3 decisions based on the data. Date them. Review next month.
Who this is for
Built for you if you are:
Probably not right if you:
Frequently asked questions
Do I need accounting knowledge to use this?↓
No. You enter your numbers — revenue, costs, customer counts — and the skills generate the analysis. No accounting background required.
What is the Van Westendorp pricing model?↓
Van Westendorp is a research-based pricing method using four questions to find your acceptable price range: too cheap, cheap but acceptable, expensive but acceptable, and too expensive. The pricing-strategy skill automates this and pairs it with a 3-tier framework recommendation.
Does this replace accounting software?↓
No. AI CFO Toolkit is a decision-support layer on top of your existing numbers. It helps you interpret and act on financial data, not replace your spreadsheet or accounting tool.
What does the 30-minute review include?↓
CFO briefing (P&L, cash burn, runway), scenario update, cost estimate review for planned features, pricing check if needed, and unit economics summary — all through Claude Code skills in one session.
What Claude plan do I need?↓
Claude Code on the free tier is enough for the monthly review workflow. Heavy users running cost estimates for multiple features in one session may hit free tier limits — a Pro plan ($20/mo) resolves this.
AI CFO Toolkit
Know your numbers. Make better calls.
$29 one-time. 30 minutes a month. CFO-level clarity without the CFO bill.
Get AI CFO Toolkit — $29Instant download · Lifetime access · Free updates