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Job to be done: Close the day with clean cash truth: invoices ready to send, deposits posted, AR exceptions handled, and one short escalation list ready for the owner.
Local-only persona OS. Drafts are stored in this browser only — nothing is sent, nothing is uploaded, no PII leaves this device. Output is gated behind a review gate. Treat exports as a working packet, not a final commitment.
Deposits + payments
Deposits posted today, ACH/cards reconciled, customer payments matched to invoices.
Output: Finance Daily Packet — Markdown export gated on review-ready. Disclaimers + handoff stay attached.