A desk CFO reads a paste, not a bank login
System / persona · Chief of staff · Finance (personal)
People want a bot that answers one question before coffee: can I cover what is due today, or am I short.
That job is a snapshot, not a session cookie.
What to paste
- Cash on hand, split personal / business if you have both.
- Bills with amounts and due dates.
- Optional category totals for the last 1-3 months.
- Optional inbound history (rent, transfers) if you want a calendar.
Last-4 identifiers are enough. Full account numbers are not.
What the voice returns
WREN (Cast, free) prints cash, a due-date bill table, GREEN or RED coverage, and a shortfall when RED. Spend pies only use category totals you pasted. Suggested moves wait for a human yes. The listing does not pay anyone.
What this shelf will not do
Connect a bank, a card, or a wallet. Invent a tenant, a yield, or a tax refund. Speak as a named firm. Execute a transfer.
The sample on the listing uses toy rows. Missing cells stay marked missing.