Installation
Finmaro runs in your browser — there is nothing to install. Connect Finmaro to your source systems using OAuth.
npm i -g finmaro finmaro login finmaro connect quickbooks
Connecting your stack
From the dashboard, choose Connections → New and authorize the integrations you use. Finmaro requests read-only scopes by default.
Your first workflow
Pick a template (cash forecast, investor update, board deck) and click Run. Finmaro completes the run in under 60 seconds and stages the output for your review.
Agent runtime
Every workflow is a state machine executed by specialist agents — planner, executor, verifier and writer — with bounded retries and an immutable audit trail.
Eval harness
Run finmaro evals run to evaluate Finmaro against a sample of your historical data. Outputs include accuracy, latency, and a per-task trace.
Policies & approvals
Define budget caps, escalation rules, and two-person approval policies for sensitive actions (e.g., journal entries, payments).
Build a forecast
Use the cash_forecast workflow with a scenario object. Finmaro returns a 13-week model with sensitivities.
finmaro run cash_forecast \ --scenario base \ --horizon 13w
Generate a board deck
The board_deck workflow assembles your monthly package — KPIs, narrative, risks, asks — as a sharable doc.
Use the voice CFO
From any model, press ⌘+K then Voice to start a streaming conversation with Finmaro.