To automate a weekly finance summary, record yourself building it once from your accounting system and bank: cash position, AR aging, weekly burn, runway and upcoming AP. Export the workflow to Make, n8n or Claude and schedule it, so the finance flash lands in the channel every week on its own.
A weekly finance summary — the "cash flash" — is high-value and highly repeatable. The same five numbers, from the same one or two sources, in the same format, every week. The only thing that changes is the data, which is exactly what makes it safe to automate.
What a weekly finance summary covers
- Cash position — balance across accounts today.
- Weekly burn — net cash out over the week.
- Runway — months of cash at current burn.
- AR aging — who owes you, and how overdue.
- Upcoming AP — bills due in the next period.
The steps
1. Build the flash once — recorded
Pull balances from your accounting system (QuickBooks, Xero) or bank, compute burn and runway, list overdue AR and upcoming AP, and write the one-liner — with a recorder running.
2. Reconstruct the workflow
The recording becomes the steps: each balance pull, the burn and runway math, the AR/AP lists. Confirm the accounts and date windows.
3. Export and schedule
Export to Make or n8n to pull from accounting, or Claude for a plain-English commentary on the change. Schedule it for the same time each week.
Cash is the one number a founder should never have to go digging for. Automate the flash and it comes to you — on time, every week.
Worked example: the founder cash flash
"$420k cash, −$38k this week, ~11 months runway, $62k AR overdue 30+ days, $24k AP due next week." Five numbers from accounting and bank, posted to a private channel every Friday. Recorded once, it runs itself. See finance use cases for related workflows like AR follow-ups and month-end close.
How Spion does it
Record the finance flash once; Spion reconstructs the steps and exports a ready-to-run automation to Claude, Make, Zapier or n8n. The general method: how to automate a workflow fast.