Produce the executive spend summary a CFO will accept
The finance-grade spend view: what was spent where, how sure we are, what is still settling.
IntentSpend by platform and purpose, reconciled, caveated, one page.
- 3
- Steps
- 5
- Tools
- 1
- Rules
- 1
- Failure modes
When to use it
Use it when
- Month-end.
- Budget reviews with finance.
Do not use it when
- Performance storytelling: this is the money table, keep it clean.
What it needs first
No single source is required: this one reads across whatever you have connected.
Preconditions
- The account is ticked in the dashboard, confirmed via list_accounts.
Inputs
window- Analysis window.Default: last 30 days.
Procedure
In order. Every tool named is one the gateway ships, and links to its reference.
Pull spend per platform for the closed period.
Reconcile Pinterest against billing where available.
State what can still move: adjustments, credits, late events.
Decision rules
The observable condition, what it lets you conclude, and what takes the conclusion back.
When
Reported spend and billing differ
Conclude
Finance gets the billing number with the bridge explained, not the reporting number alone.
Evidence every conclusion must carry
- Every figure carries its account, metric and window.
- Anything below a readable sample size is reported as unjudged, not as zero.
Where the agent stops
- The readout changes nothing. Any change it motivates goes through Safe Writes: preview, human confirmation, then apply.
How it goes wrong quietly
The cases where the analysis is wrong and still looks right. Read them before trusting a number.
- Ad platform 'spend' excludes taxes and fees finance sees: name the basis of every column.
What the answer contains
- 01Readout
- The figures, with windows and accounts named.
- 02Flags
- What deserves a deeper skill or a human decision.