What you see
Finance questions go to Sam (AI CFO). You don't have to ask for him by name; Astra brings him into your CEO chat panel when you ask about your numbers.
The handoff in chat
When the work moves, Sam's avatar appears in your chat thread alongside Astra's bridge message ("Bringing Sam in to pull this week's KPIs"). A Task Card opens with his name on it, and the math (with source data references) lands on the card as an Asset.
How to use it
- In the CEO chat, ask the question in plain English. Examples:
- "How are we doing on revenue this month?"
- "What's our churn by segment?"
- "Run a cohort analysis on signups from January."
- "Model what happens if we raise prices 20%."
- "What's our runway at the current burn?"
- Open the Task Card to see the numbers and the source references.
What you'll get back
Numbers with the math shown — time window, cohort definition, deltas vs. last period. Sam doesn't say "churn is high" — he says "monthly churn is 7.2% (vs. 4.1% in March), driven by the [segment] cohort."
How the team coordinates around this
When the question is partly external ("are we cheap vs. competitors?"), Riley appears in the same Task Card thread alongside Sam.