Build a CFO ai agent in Claude

Posted last week

Only freelancers located in the U.S. may apply.U.S. located freelancers only

Summary

Need someone to build me an CFO ai agent that can analyze monthly P&Ls and Balance Sheets from multiple different businesses within a franchised system. The financials will be in PDF format. Also need the ai agent to transfer funds from checking accounts to PayPal every week (I currently do this manually so it's setup, just want it automated)

  • Less than 30 hrs/week
    Hourly
  • < 1 month
    Duration
  • Intermediate
    Experience Level
  • Remote Job
  • One-time project
    Project Type
Skills and Expertise
Mandatory skills
Claude
AI Agent Development
Activity on this job
  • Proposals:20 to 50
  • Last viewed by client:last week
  • Interviewing:
    3
  • Invites sent:
    5
  • Unanswered invites:
    2
About the client
Member since Jun 30, 2026
  • United States
    8:13 AM
  • Retail & Consumer Goods
    Small company (2-9 people)

Explore similar jobs on Upwork

Accounting
Financial Planning
Cash Flow Modeling
Company Valuation
Budget Management
Financial Modeling
Finance & Accounting
Financial Management
Financial Policies & Procedures
Full-Time Exclusive Fractional CFOHourly‐ Posted 2 weeks ago
Tax Strategy
Tax Law Compliance
Financial Analysis
Financial Writing
Bookkeeping
Financial Modeling
Financial Projection
Accounting Principles & Practices
Company Valuation
Startup Consulting
Investment Strategy
Finance & Accounting
Forecasting
Accounting
Account Reconciliation
Financial Report
Corporate Finance
Business Modeling
Business Consulting
Financial Reporting
Financial Planning
Business Analysis
Management Consulting
Industry Knowledge
Tax Accounting
Tax Return
Tax Planning & Advisory
Tax Preparation
Tax Preparation Software
Tax Refund Submission
QuickBooks Online

How it works

  • Post a job icon
    Create your free profile
    Highlight your skills and experience, show your portfolio, and set your ideal pay rate.
  • Talent comes to you icon
    Work the way you want
    Apply for jobs, create easy-to-by projects, or access exclusive opportunities that come to you.
  • Payment simplified icon
    Get paid securely
    From contract to payment, we help you work safely and get paid securely.
Want to get started? Create a profile

About Upwork

  • Rating is 4.9 out of 5.
    4.9/5
    (Average rating of clients by professionals)
  • G2 2021
    #1 freelance platform
  • 49,000+
    Signed contract every week
  • $2.3B
    Freelancers earned on Upwork in 2020

Find the best freelance jobs

Growing your career is as easy as creating a free profile and finding work like this that fits your skills.

Trusted by

  • Microsoft Logo
  • Airbnb Logo
  • Bissell Logo
  • GoDaddy Logo