On the cell you have open.
Ask there. The answer is the file, the call, or what was signed. It does not take you to another model.
For fractional CFOs
Ask the model. 01 / 03
Stop chasing sources. Gregory sits in Excel on the number a forecast actually turns on. It has read the file, the call, and what is signed, and each client’s month arrives on its own. A figure it cannot point at, it withholds. You sign. It never writes the cell itself.
Excel · Google Sheets · Claude · ChatGPT
01The pane
Shot in the app.
The Excel pane, on a toy model: what moves the answer, the table, the cell, the signature, Review, Chat, and the month.
02On the web
Every client, without opening Excel.
The web app draws each client’s model: actual, forecast and budget, month by month, and the faint line of what you signed. Shape a view, then make it a package.
Bluebird Coffee is a demo company. Its numbers are made up.
03Why it stays
Why it stays open.
The book stays yours. A number without a source does not land.
No source, no number.
A figure it cannot point at, it withholds. The gap stays a gap.
You still sign.
Fill can draft where a number came from. The cell changes only when a person decides.
0Writes without you. Nothing applies on its own.
1Path that can change the workbook. It runs through the gate.
A quoteOr the number does not land. Word for word, from the source.
04The month
The month comes to you.
Connect a client’s QuickBooks, Xero or Shopify once. On the pull day you set, Gregory reads one report from each and lines the actuals up against the rows they belong to.
One report a month, from each source.
Read straight from the vendor on each client’s pull day, matched to the rows it sums into. No warehouse, no export to chase.
Written only under a rule you signed.
Sign a rule once per source and the month applies on its own, through the same gate as every other change. Without one, it waits for you. A file on a desktop always waits.
What moved, and one way back.
Each month says what was pulled, what was written, and what still waits. Reverse this month puts the prior numbers back, through the gate.
05Connected
Ask from the tools you already open.
The names are the places the work already lives. Gregory connects where a signature has to travel.
Claude
Paste Gregory in as a connector. It reads what is signed, drafts, and proposes. It never approves, signs, or writes the workbook.
ChatGPT
The same door. ChatGPT asks before anything is written into Gregory. The number in the file still waits for you.
Microsoft 365
Excel is the daily surface. A connected account opens the spreadsheets in OneDrive — your files, a folder, a search.
Google Drive
Choose a Sheet in Drive, or the files already picked for that client. Sheets in, Sheets out. Gregory never converts the file.
Excel
The book you already run. Reads, proposes, writes back only through the gate.
The sources
Calls, email, contracts, PDFs, exports, bank statements, chat, your notes. A proposed number has to point at the words it came from.
Data sources
Your data, connected.
Accounting, commerce, distributors, sell-through and trade spend. Their reports are read into the month, and a number from them points at the report it came from.
QuickBooksAccounting
ShopifyCommerce
AmazonMarketplace
Retail
KeHEDistributor
Distributor
SPINSSell-through
CrispRetail data
Trade spend
Planning
06Non-negotiables
Enforced in code.
Nothing writes without approval.
The only path that changes a workbook runs through changes a person decided. There is no auto-apply, and no way around the gate.
The workbook stays yours.
What Gregory leaves in the file uses native features — named ranges, notes, a hidden sheet. No macros, and no add-in required to open it.
Excel in, Excel out. Sheets in, Sheets out.
A model lives on one platform for its whole life. Gregory never converts the file into something the client cannot open.
No number without a quote.
A proposed value has to point at the source, word for word. What cannot be grounded is flagged as a gap. Approved changes reach the cell as the number you approved.
Client data stays where the engagement allows.
Per-engagement flags control cloud processing and AI use. Calls send the minimum text needed, and client values never appear in logs.
pytest tests/architecture
test_gate_is_sole_constructor
test_core_is_pure
test_adapters_dont_decide
test_the_web_makes_no_decisions
test_the_sign_in_never_reaches_the_gate
passedon every pull request and every push to main. A red run does not deploy.
Live
Gregory is live in the grid.
Open it on your own clients’ files, or on the book a finance team already keeps. You sign. It never writes the cell itself.
Running a startup without a CFO? Gregory for startups
Built by people from
- MIT
- USC
- Goldman Sachs
- Moelis
- Soros Fund Management
20+ years of experience, combined.
Talk to us
We’ll get back to you.
Tell us who you are and what you keep the numbers in. One of us writes back.
Or write to hello@gregory.work