CFO Navigator
CFO Navigator is Brian Weisberg's personal site, and the home for the tools he's
built for the finance leader community. It's live at bmweis.com.
It started as a creative exploration, with tools built for his own use. Easy
access to the writing he reads every week. Somewhere to keep the piece he'll
want to reference six months from now, when the question finally comes up.
That grew into a toolbox. Which software to look at when the close process needs
replacing, which community is worth the membership fee, which benchmark to trust.
Those were questions he was working through for himself anyway. Other finance
leaders turned out to be working through the same ones, so the whole thing is
open now.
The other half of the exercise was seeing what's possible building this way, with
AI doing real work alongside him rather than around the edges. The site is honest
about where that holds up and where it doesn't.
If you're here for the tools, start at the site. This repo is the code behind it.
If you're here as a developer: one FastAPI app, one SQLite database with
FTS5 full-text search as the spine, no separate backend or frontend build.
Public pages, a login-gated back office, and a remote MCP server all live in
the same process.
What it does
- CFO Toolbox (
/tools): the working reference. A curated directory of
finance software, spanning ERP and close management through billing, tax and
spend, plus a second directory of finance communities. Both carry full profile
pages and a side-by-side Compare view. Alongside them: the benchmarking sources
worth using, and a short reading list. Vendor profiles add an AI-assisted read
on how much of the work the product really automates. Anyone can submit a
vendor or a community, and Brian reviews and approves them. More sections get
added as they earn their place.
- FP&A Buddy (
/tools/fpa-buddy): retrieval-augmented Q&A. It answers
from Brian's saved article archive and current feed (RSS items plus a search
of a curated list of trusted finance sites), optionally the open web, cites every claim, and remembers the thread
so you can follow up. Member-gated; every answer carries a per-user
monthly dollar cap.
- The Reader (
/read, admin-only): a personal reader and archive for online
content, pulling the saved archive, an RSS feed and a read-later list into one
three-pane view.
- Thought leadership (
/thought-leadership): talks, podcasts, press,
writing, and a handful of long-form original pieces with their own pages.
- The public site: a bio homepage, a contact form, and
/how-this-is-built, which
explains where AI actually does work on this site and where a human still
signs off.
Site map
Public
/: bio homepage/about: the fuller bio/thought-leadership: talks, podcasts, press, writing, and the featured
long-form pieces/thought-leadership/{slug}: an individual piece (Growth Engine Ratio,
the AI hackathon playbook, connecting Claude to NetSuite, and any new one
added through the admin) plus a standalone
/thought-leadership/growth-engine-calculator/tools: the CFO Toolbox landing page, linking to /tools/software and
/tools/communities (each with its own directory, profile pages, and a
Compare view) and /tools/resources (benchmarking and book recommendations)/current-feed: the writers and publications Brian actually subscribes
to, as a mixtape tracklist/how-this-is-built and /how-this-is-built/{slug}: where AI does real
work on this site, and where it doesn't/tools/fpa-buddy/how-it-works: the FP&A Buddy explainer/play and /play/leaderboard: a small arcade game/contact, /privacy
Login-gated
/tools/fpa-buddy and /ask/history: FP&A Buddy and your own question
history (member)/read and /read/{article_id}: the merged Feed/Archive/Read Later
reader (admin)/admin: the back office: article enrichment, dedupe, tag cleanup, the
Toolbox admin, user management, brand/voice standards, /admin/checks,
backups, and more, grouped by area
API
/mcp: a remote MCP server (bearer-token auth), covering read access to
the Toolbox directory and Compare, the article archive and feed, FP&A
Buddy and the Toolbox matchmakers, and read-only database introspection.
Separately, scripts/mcp_server.py is a small stdio MCP server that wraps
GET /api/search for Claude Desktop/Code./save and /save-later: the bookmarklet's save endpoints (token-only,
since the bookmarklet runs cross-origin on someone else's page)
Quick start (local)
pip install -r requirements.txt
cp .env.example .env # every knob is documented in this file
uvicorn webapp.app:app --reload # http://localhost:8000
Set ANTHROPIC_API_KEY to enable enrichment and FP&A Buddy. With no
LINKLIB_SAVE_TOKEN/LINKLIB_PASSWORD set, the private section is
open—local-dev convenience.
The library pipeline
One-time import from Feedly (Preferences → Privacy & Personal Data →
"Download your data"):
python -m scripts.import_archive --zip feedly-archive.zip --db library.db
Board names become tags; re-running merges rather than duplicates (URL is
the natural key).
Ongoing capture: the /save endpoint plus a bookmarklet (grab it at
/bookmarklet when logged in) or an iOS Share Sheet shortcut, and the CLI
(python -m scripts.add_link <url>).
Enrichment. Claude writes a clean summary and consistent tags for every
article. This is the material FP&A Buddy reads from:
python -m scripts.enrich_backfill --db library.db
This is the beginning of the README. Read the rest at the original. Read the full README ↗
