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Prepare the numbers for your investor update

Revenue, growth, burn, runway and customer count for the month, each with its source.

  • On a schedule: On the 3rd of each month at 9:00
Use in CuiarRun from your AI agent

What it does

The task

Read last month's MRR, new MRR, churned MRR and the number of paying customers in my Stripe dashboard. Read the cash balance on my bank site bank and the net burn in the Google Sheet finance sheet. Calculate the growth against the month before, and the runway in months at the average burn of the last 3 months. Write a table with each number, the number for the month before and the source. Add 3 lines about the largest changes. Do not send anything to investors.

  • It works in Stripe, any bank site and Google Sheets, in the workspace you pick, and signs in with passwords from your Cuiar vault.
  • As a routine it runs on the 3rd of each month at 9:00 (cron 0 9 3 * *).

What you give it

BlankWhat to giveExample
bankThe bank with your company accountsNordbank Business
finance sheetThe Google Sheet with your monthly profit and losshttps://docs.google.com/spreadsheets/d/1FinanceModel

What you get back

An example run with the example values above. Your run uses your own data.

October 2026

MetricOctoberSeptemberSource
MRR86,400 USD81,200 USDStripe
New MRR7,900 USD6,100 USDStripe
Churned MRR2,700 USD1,900 USDStripe
Paying customers412394Stripe
Cash1,920,000 USD2,010,000 USDBank
Net burn, 3-month average96,000 USD102,000 USDFinance sheet
Runway20.0 months19.7 monthsCalculated

Notes: MRR grew 6.4%. Churn rose because Orbis Media left (1,100 USD). Burn fell after the office move.

Run it in Cuiar

  1. 01

    Open it

    Click Use in Cuiar on this page. The side panel opens with the task in the composer.

  2. 02

    Fill in 2 blanks

    Type bank and finance sheet. Tab moves to the next blank.

  3. 03

    Run it, then repeat it

    Run sends it once. To run it on the 3rd of each month at 9:00, make a routine on cuiar.com/routines or with the CLI below.

As a routine, from the terminal

cuiar routines create "Prepare the numbers for your investor update" --schedule "0 9 3 * *" --time-zone Europe/Berlin \
  "Read last month's MRR, new MRR, churned MRR and the number of paying customers in my Stripe dashboard. Read the cash balance on my bank site Nordbank Business and the net burn in the Google Sheet https://docs.google.com/spreadsheets/d/1FinanceModel. Calculate the growth against the month before, and the runway in months at the average burn of the last 3 months. Write a table with each number, the number for the month before and the source. Add 3 lines about the largest changes. Do not send anything to investors."

Run it from your AI agent

Claude Code, Codex, Cursor and other MCP clients reach Cuiar at https://mcp.cuiar.com/mcp. Add the server one time, then ask for the task in plain words, or call create_routine yourself.

1. Add Cuiar to Claude Code

claude mcp add --transport http cuiar https://mcp.cuiar.com/mcp

2. Ask your agent

Use the Cuiar tool create_routine to run my "Prepare the numbers for your investor update" template with bank = Nordbank Business; finance sheet = https://docs.google.com/spreadsheets/d/1FinanceModel.

Setup for other agents: AI agents.

The tool call

{
  "name": "create_routine",
  "arguments": {
    "name": "Prepare the numbers for your investor update",
    "task": "Read last month's MRR, new MRR, churned MRR and the number of paying customers in my Stripe dashboard. Read the cash balance on my bank site Nordbank Business and the net burn in the Google Sheet https://docs.google.com/spreadsheets/d/1FinanceModel. Calculate the growth against the month before, and the runway in months at the average burn of the last 3 months. Write a table with each number, the number for the month before and the source. Add 3 lines about the largest changes. Do not send anything to investors.",
    "schedule": "0 9 3 * *",
    "time_zone": "Europe/Berlin"
  }
}

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