Monthly · 1st, 8:00
Run the month-end checklist
Gathers open items and drafts the close checklist for the new month.
Budget vs actuals agentSee the gap before it grows.
Every Monday it reads your budget and spend sheets, lines them up and works out the gap for each category. It posts a short summary and a table, after you approve.
Your first signup includes $50 in free credits.
Mondays · 9:00
Compare budget to actuals
- Reads
- Budget and spend sheets
- Grows
- A gap table
- Lands in
- Google Sheets, Slack
Ask for it once, in plain words.
No flowchart to draw. Describe the job in chat. TulipFarm sets up the agent and its workflow, and shows you both before anything runs.
You
Every Monday at 9, compare the Budget sheet with the Spend sheet by category. Put the gaps in a new tab, and post the two biggest overspends and underspends to #finance.
TulipFarm
I made an agent called Budget watcher and a workflow for Mondays at 9:00. It reads the Budget and Spend sheets. Writing the new tab and posting to Slack asks you first. Activate it?
ActivateEdit first
One Monday morning.
Every run is saved as an agent task you can open, check and rerun.
- Schedule
Mondays at 9:00
Run startedStarted - Reads
The Budget and Spend sheets
2 sheets, 18 categories - Writes
The gap for each category, using your variance skill
18 gaps - Checks
Is any category more than your set share over budget?
2 categories flagged - Asks first
Add the Gap tab and post the summary in #finance
Approved - Posts
Tab in Google Sheets, message in Slack
Delivered 9:03Completed
The new Gap tab.
Planned, spent and the difference, with the flagged lines on top.
Gap by category| Category | Budget | Actual | Gap |
|---|---|---|---|
| Software | $8,000 | $9,150 | -$1,150 |
| Travel | $5,000 | $3,900 | +$1,100 |
| Contractors | $12,000 | $12,400 | -$400 |
| Events | $2,500 | $900 | +$1,600 |
What gets planted.
Three parts you own and can change at any time.
- Agent
Budget watcher
Its instructions, and the sheets it may read.
- Skill
Variance rules
What counts as a flag, and how to word it.
- Workflow
Mondays 9:00
Runs in your time zone, with your access.
Uses
- Google Sheets
- Slack
Add if you use it
- Google Docs
- QuickBooksMCPQuickBooks
It reads quietly. It asks before it acts.
Reads without asking
- Your budget sheet
- Your spend sheet
- Last week's gap tab
Asks you first
- Adding a tab to Google Sheets
- Posting to Slack
- Changing any existing cell
It uses your own connections, so it never sees more than you can.
Grow it your way.
Per team
Run one summary per team and post each to that team's channel.
Say why
Ask it to list the three biggest items behind each flagged gap.
Month view
Add a monthly schedule that drafts a short narrative in Docs.
Questions, answered.
Where do the actuals come from?
From a sheet you point it at. If your numbers live in accounting software with an MCP server, add it as a Custom MCP connection.
Will it change my budget?
No. It adds a new tab and a message, and asks first. It does not edit your existing cells.
Can it explain a gap?
It can list the items behind a gap if they are in the data. It does not guess reasons that are not there.
Fridays · 15:00
Send the weekly finance note
A short Friday note on cash, spend and what to watch, drafted for you.
Monthly · 1st, 7:00
Track software subscriptions
Finds subscription receipts and keeps one list of what you pay for.
Monday starts with the gap in view.
Public beta, open to everyone. Your first signup includes $50 in free credits.