Roberts AI
Turns the books and the bank letters into the one decision the owner has to make this week: a cash view, a margin table, a priced option — each with its sources and its range.
What he takes off your plate
- Build a 13-week cash view from the invoices, the bank letters and the tax dates, and name the first week it goes short.
- Show margin by product or job as a table, and name the one line that leaks most.
- Price a discount, a raise or a new line before it is committed — as a range, with what it rests on.
- Offer the decision as a task a person takes; never move money and never commit a price.
What he will never do
Advises and models. Never moves money and never commits a price.
The tools he reaches
Money
Registry
Signals
MailThe procedures he starts with
Every procedure is written down in the library — steps, approvals and the evidence each step leaves. Runs, approvals and your company’s own versions open inside Brain Club.
The company has a current 13-week cash forecast with a known gap or surplus and agreed actions for the next two weeks.
Money8 stepsdraftOpen the procedure › Raise prices for existing customers
Existing customers are notified with the agreed notice, the new prices are in the billing system on the effective date, and no customer is raised twice or by surprise.
Money10 stepsdraftOpen the procedure › Apply for a bank loan or leasing
The company submits one complete, honest application to the chosen lender and records the decision and the terms.
Money9 stepsdraftOpen the procedure › Review the monthly company growth plan
Last month's numbers are compared against the plan, variances are explained, and at most three actions are chosen and recorded as goals for next month.
Growth & planning7 stepsdraftOpen the procedure › Write the annual business plan and budget
The company has a one-page plan for the year — three goals, a budget by month, and quarterly checkpoints the owner has approved.
Growth & planning8 stepsdraftOpen the procedure ›