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cfo

Evaluates pricing, unit economics, billing design, and fiscal compliance decisions for SaaS businesses.

Updated Mar 14, 2026
Search Tags:#pricing#revenue leakage#billing#unit economics#saas metrics#runway#fiscal compliance
One-click install
npx skills add https://github.com/beelabstudio/ai --skill cfo-beelabstudio
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: cfo
Source: https://github.com/beelabstudio/ai/tree/main/skills/c-level/cfo
Command: npx skills add https://github.com/beelabstudio/ai --skill cfo-beelabstudio

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve? Founders and product teams often make pricing, billing, and infrastructure spending decisions without a financial governance lens, leading to revenue leakage, unsustainable unit economics, and compliance gaps. This Skill applies a Chief Financial Officer perspective to evaluate whether the business model can sustain its cost structure at scale. ## Core Features & Use Cases - Unit Economics Gate: Validates new investments against thresholds for CAC payback, gross margin, NRR, churn, and LTV:CAC ratio. - Pricing & Revenue Architecture: Applies a pricing floor formula, defines plan tiers, discount policies, and billing cycles. - Revenue Leakage Checklist: Audits billing features for dunning, grace periods, proration, retry logic, and invoice compliance before shipping. - Use Case: Before launching a new subscription tier, ask the Skill to model the pricing against infrastructure cost per customer, verify the dunning sequence is configured, and confirm invoices meet Portuguese NIF/IVA legal requirements. ## Quick Start Use the cfo skill to review our proposed pricing tiers and check the billing module for revenue leakage risks.

Frequently Asked Questions about cfo

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

FAQPage Schema
How do I validate SaaS unit economics before investing in a new feature?▼

Check the investment against minimum thresholds: CAC payback under 12 months, gross margin above 60%, NRR above 100%, monthly churn under 3%, and LTV:CAC ratio above 3:1. These are industry-typical starting points that should be calibrated per project.

How to set a pricing floor for subscription plans?▼

Apply the pricing floor formula: infrastructure cost per active customer times 5, plus support cost per active customer times 2. No plan should be priced below this floor, and free tiers must be feature-gated rather than full-access.

What should a billing revenue leakage checklist include?▼

Verify a finite grace period, an active dunning sequence (e.g. D+1, D+3, D+7), automated suspension on non-payment, correct proration for mid-cycle changes, failed payment retry logic, and legally compliant invoice formatting.

Does this Skill handle Portuguese fiscal compliance for invoices?▼

Yes, it covers Portuguese fiscal requirements including NIF, IVA (VAT) rates, sequential invoice numbering, and AT communication. For deeper fiscal questions it defers to a dedicated fiscal-consultant skill.

When should I not use a CFO decision framework?▼

The Skill does not build detailed financial models or replace an accountant; it governs decisions about viability, investment timing, and revenue architecture. Project-specific billing skills defined in a project's AGENTS.md take priority for product-specific billing mechanics.

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