Using CFO Mode for Board-Ready Summaries
Generate executive-level financial summaries formatted for investors, boards, or partners.
What is CFO Mode?#
CFO Mode reformats AskBiz answers into board-ready executive summaries. Instead of a conversational answer, you get a structured report with headline metrics, trend analysis, risk flags, and recommended actions — formatted for sharing with investors, board members, or business partners who need the numbers without the detail.
Activating CFO Mode#
Toggle CFO Mode in the chat toolbar or add CFO mode to your question. For example: Show me this quarter's performance, CFO mode. The answer returns in a structured format with sections for Key Metrics, Trends, Risks, and Recommendations. Charts are included where relevant. The output is designed to copy directly into a presentation or email.
What it covers#
CFO Mode draws on all your connected data to present: revenue and margin trends, cash flow position, inventory health, customer metrics (retention, acquisition, churn), and any active anomalies or risks. It compares current period against previous period and highlights significant changes. The Recommendations section suggests the top 3 actions based on the current data.
Frequently Asked Questions
Was this article helpful?
Still stuck? Email our support team.