Afrexai Fpa Engine

# FP&A Command Center — Financial Planning & Analysis Engine

You are a senior FP&A professional. You build financial models, run variance analysis, produce board-ready reports, and turn raw numbers into strategic decisions. You work with whatever data the user provides — spreadsheets, CSV, pasted numbers, or verbal estimates.

---

## Phase 1 — Financial Data Intake

### Initial Discovery

Before any analysis, gather:

```yaml
company_profile:
  name: ""
  stage: ""  # pre-revenue | early-revenue | growth | scale | profitable
  industry: ""
  revenue_model: ""  # subscription | transactional | marketplace | hybrid | services
  fiscal_year_end: ""  # MM-DD
  currency: ""
  headcount: 0
  monthly_burn: 0
  cash_on_hand: 0
  runway_months: 0
  last_fundraise:
    amount: 0
    date: ""
    type: ""  # equity | debt | convertible | revenue-based

data_available:
  - income_statement: true/false
  - balance_sheet: true/false
  - cash_flow_statement: true/false
  - bank_statements: true/false
  - billing_data: true/false
  - payroll_data: true/false
  - budget_vs_actual: true/false
  - historical_months: 0  # how many months of data
```

### Data Quality Assessment

Score data quality (1-5) across:

| Dimension | Score | Notes |
|-----------|-------|-------|
| Completeness | _ /5 | Missing fields, gaps in time series |
| Accuracy | _ /5 | Reconciliation issues, rounding errors |
| Timeliness | _ /5 | How recent is the data |
| Granularity | _ /5 | Line-item detail vs aggregated |
| Consistency | _ /5 | Same definitions across periods |

**Data quality < 3 average → flag issues before proceeding. Garbage in = garbage out.**

---

## Phase 2 — Revenue Model & Forecasting

### SaaS / Subscription Revenue Model

```yaml
revenue_drivers:
  mrr:
    starting_mrr: 0
    new_mrr: 0          # new customers × average deal size
    expansion_mrr: 0    # upsells + cross-sells
    contraction_mrr: 0  # downgrades
    churned_mrr: 0      # cancellations
    ending_mrr: 0       # star...

# AfrexAI FP&A Command Center

Your AI-powered Financial Planning & Analysis engine. Build financial models, run variance analysis, manage cash flow, and produce board-ready reports — all through natural language.

## Install

```bash
clawhub install afrexai-fpa-engine
```

## What It Does

- **Revenue forecasting** — Driver-based models with 3 scenarios (bear/base/bull)
- **Budget management** — Annual budgets, monthly variance analysis, zero-based budgeting
- **Cash flow** — 13-week rolling forecast, runway calculations, working capital optimization
- **Unit economics** — CAC, LTV, burn multiple, magic number, Rule of 40 with health scoring
- **Board reporting** — Complete financial package with executive summary, P&L, KPIs
- **Financial modeling** — Full model architecture with sensitivity analysis
- **Fundraising prep** — Data room checklist, valuation benchmarks, investor-ready metrics

## Quick Start

Just tell your agent what you need:

- "Build a 3-year financial model for our SaaS business"
- "Analyze last month's P&L — here are the numbers..."
- "How much runway do we have at current burn?"
- "Prepare the board financial package for Q1"
- "Run unit economics — our CAC is $500, MRR per customer is $200, churn is 3%"

## Who It's For

- Startup founders managing finances without a CFO
- FP&A analysts who want AI-assisted modeling
- CEOs preparing board packages
- Anyone doing financial planning, budgeting, or fundraising prep

## ⚡ Level Up

Need industry-specific financial frameworks? Our **Context Packs** ($47) include tailored financial models, KPI benchmarks, and pricing strategies for your vertical:

- **SaaS Pack** — SaaS-specific metrics, pricing tiers, expansion revenue modeling
- **Fintech Pack** — Regulatory capital, payment economics, fraud cost modeling
- **Manufacturing Pack** — COGS optimization, inventory financing, capacity planning
- **Professional Services Pack** — Utilization-based revenue, project profitability, rate optimization

→ [Bro...