Run the week
The weekly ritual turns the finance record into an operating cadence. Review cash, receivables, unusual transactions, customer risk, and scenario changes from one place.
- Confirm source sync health.
- Review cash position and movement.
- Review receivables and customer follow-up.
- Review transactions that need attention.
- Review scenarios that affect hiring, spend, or collection decisions.
Assign the decision
Every action should have an owner and should stay attached to the customer, invoice, transaction, or scenario it affects.
Share the record
Use the summary to keep stakeholders aligned without exporting a detached spreadsheet. The record remains the place to return next week.