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cfo-agent

Generate daily financial reports and identify stale deals in a wholesale real estate pipeline.

1|1|Updated Feb 19, 2026
Search Tags:#automation#pipeline#deal analysis#cfo#real estate#financial report
One-click install
npx skills add https://github.com/Dbillionaer/wholesaile --skill cfo-agent
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: cfo-agent
Source: https://github.com/Dbillionaer/wholesaile/tree/main/workspace/skills/cfo-agent
Command: npx skills add https://github.com/Dbillionaer/wholesaile --skill cfo-agent

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) components.

What problem does it solve?

This Skill automates the generation of daily financial reports for a wholesale real estate pipeline, identifying key metrics and highlighting stale deals that require attention.

Core Features & Use Cases

  • Pipeline Analysis: Scans deal files to compute essential financial metrics like total leads, leads by status, total equity, and average price per ARV.
  • Stale Deal Identification: Flags deals that have not been contacted recently or have been under contract for too long, suggesting follow-up actions.
  • Reporting: Generates a terminal table summary and sends a daily summary report via Telegram. It can also produce an XLSX report for detailed pipeline analysis.
  • Use Case: A real estate investor can use this Skill to get a quick daily overview of their entire deal pipeline, ensuring no opportunities are missed and that active deals are progressing efficiently.

Quick Start

Generate the daily financial report for the wholesale pipeline.

Frequently Asked Questions about cfo-agent

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I automate daily financial reports for a wholesale real estate pipeline?▼

You can automate daily wholesale real estate financial reports by using a Skill that scans deal files to compute metrics like total equity and average ARV, then outputs terminal tables, Telegram summaries, and XLSX reports.

How do I identify stale deals in a real estate pipeline?▼

To identify stale deals in a real estate pipeline, you need a reporting mechanism that flags properties not recently contacted or under contract too long, suggesting actionable follow-up steps.

Can I send daily CFO pipeline summaries directly to Telegram?▼

Yes, you can send daily CFO pipeline summaries directly to Telegram by executing reporting scripts that parse deal data and generate Telegram summary outputs alongside terminal tables.

What financial metrics are included in a wholesale real estate deal analysis?▼

A wholesale real estate deal analysis includes metrics such as total leads, leads by status, total equity, and average price per ARV, computed by scanning pipeline deal files.

Does this pipeline analysis tool export XLSX reports for real estate deals?▼

Yes, this pipeline analysis tool exports XLSX reports for real estate deals, providing detailed financial pipeline analysis alongside terminal table summaries and Telegram notifications.

What is the best way to track stale wholesale deals under contract?▼

The best way to track stale wholesale deals under contract is to run automated daily scans that flag inactive deals and highlight them in financial reports for immediate follow-up action.

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