AI 13-week cash flow forecast
by PURIST · Finance
Know your cash position 13 weeks out without a CFO.
- Pulls receivables, payables, payroll dates, and recurring costs
- Claude AI builds a 13-week cash forecast, flags danger zones, and sends a weekly summary to the CEO and finance lead
- Automates finance so your team focuses on higher-value work
4h/wk
Time saved
per week, every week
7 days
Go live
from audit to deployment
24/7
Monitoring
error alerts to our team
30 days
Guarantee
full refund if not satisfied
Best fit for
- Agencies
- Construction
- Accounting
- Financial Advisory
- Any team doing finance manually
Starting from
Included in deployment
- Custom Finance automation built for your stack
- Connected to Claude AI and Xero
- 24/7 monitoring with error alerts
- You own 100% of the code no lock-in
- 30-day free modification guarantee
PURIST
Automation studio · London
500+
automations deployed
99.97%
uptime across all workflows
£2.4M
in client time saved
4.9 / 5
average client rating
About this skill
Pulls receivables, payables, payroll dates, and recurring costs. Claude AI builds a 13-week cash forecast, flags danger zones, and sends a weekly summary to the CEO and finance lead.
PURIST builds this automation end-to-end connecting Claude AI, Xero so you never touch the technical setup. Every deployment is tested against real data before handover, with 24/7 monitoring from day one.
How it works
Three stages. Fully automated.
- Trigger A new event in Claude AI starts the automation a form submission, status change, or a scheduled interval. No manual kickoff, no waiting.
- Process Claude AI, Xero connect automatically. Data is validated, transformed, and routed exactly as configured edge cases handled without human review.
- Output The result lands in Xero no copy-paste, no delay, no errors. Your team sees the outcome without touching the process. 4h/wk reclaimed every week.
Real-world scenario
A agencie team was spending 4h/wk every week on finance tasks across Claude AI and Xero. After deploying this skill, the entire process runs automatically from trigger to output the team now spends that time on client work instead.
Why use this skill
Stop doing manually what runs better on autopilot.
Most teams handle finance manually copying data between tools, chasing updates, writing the same emails. That costs your team 4h/wk every week, creates inconsistency, and scales badly.
This automation runs in the background, exactly as configured, every time no errors, no forgotten steps, no context switching. You get the output; PURIST handles the execution and the monitoring.
Use cases
- Agencies automating finance
- Construction automating finance
- Accounting automating finance
- Financial Advisory automating finance
- Any team spending 2+ hours/week on finance
Before & after
Before
- ✕ Manual copy-paste between Claude AI and Xero
- ✕ Delays of hours or days before follow-up
- ✕ Errors when team is busy or distracted
- ✕ 4h/wk wasted every single week
After
- ✓ Know your cash position 13 weeks out without a CFO.
- ✓ Runs automatically, every time, 24/7
- ✓ Zero manual effort from your team
- ✓ 4h/wk back in your team's week
How to deploy
Live in 7 business days.
Book your free audit
We review your current finance process, map your stack, and confirm the exact ROI live on a 60-minute call. No commitment.
PURIST builds and tests
We configure the automation connecting Claude AI, Xero, run it against your real data, and resolve every edge case. You approve before anything goes live.
Go live and stay live
Deployed to your environment. 4h/wk saved from week one. 24/7 monitoring, error alerts, and a dedicated support channel. You own 100% of the code.
FAQ
Frequently asked questions
Most clients go live within 7 business days. After the audit call we build, test with real data, and hand over fully running, fully monitored.
None. PURIST handles all configuration, connecting Claude AI, Xero, and testing. You review and approve the output before anything goes live.
We monitor every automation 24/7. If an error fires, we get the alert before you do. Critical issues are resolved within 4 hours; standard issues within 24 hours. You also get a dedicated Slack channel.
Yes, 100%. You get full source code, all credentials, and complete access. No ongoing licence fee, no platform lock-in.
This skill is built around Claude AI, Xero. If you use alternatives, book a free audit we adapt the integration to your exact stack at no extra cost.
Yes 30 days. If you are not satisfied after deployment, we issue a full refund. We are confident because we test everything before handing it over.
Verified deployment
Tested on real data before handover
Complexity
Industries
Connects
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AI 13-week cash flow forecast
£799 · 30-day guarantee