1 Upload
2 Verify & Flag
3 Draft Email
Current Month Fathom Report
Upload the Fathom xlsx. It's the source of truth: totals are recomputed from line items, since Fathom leaves total rows as uncached formulas.
Drop the Fathom xlsx here
"Monthly Financials - [Client] ([Month] [Year]).xlsx" · or click to browse
Confirmed Figures
Every total below is recomputed from line items, never read from the export.
Verification Checks
Flags for Review
Resolve every flag before drafting. “Confirmed OK” means you checked it and the books are right. “Needs fix” locks drafting until a revised file is uploaded.
Review with Claude
Ask about any line item — the full extraction is in context. Figures stay deterministic; Claude discusses, it doesn’t recompute.
Draft the Client Email
House template, four labeled sections, parenthetical comparisons. Flags are internal — they never appear in the email.