OPEN IR Agent

OPEN IR Agent is a lightweight open-source starter repo for CFO teams who want to launch a practical GPT quickly without forcing one AI vendor.

It is designed to help a non-technical operator:

• understand what the assistant is for
• pick a provider: OpenAI, Claude, or Gemini
• copy a ready-to-use system prompt
• launch a first version safely
• keep governance, privacy, and handoff steps simple

What this repo is

A provider-agnostic GPT starter kit for finance and CFO workflows.

What this repo is not

• not a production finance system
• not an accounting replacement
• not a hidden black-box agent
• not locked to one model provider

Best-fit provider guide

Provider	Best when you want	Why it may fit
OpenAI	a strong general-purpose assistant with broad ecosystem support	good default for many teams, easy to start, strong tooling ecosystem
Claude	long-form analysis, careful writing, and thoughtful drafting	often a strong choice for memos, policy writing, and narrative work
Gemini	Google Workspace alignment and a simple Google-first path	useful when the team already lives in Gmail, Docs, and Drive

If you are unsure, start with the provider your team already pays for and knows best.

Quick start for a non-technical person

1. Pick one provider from the table above.
2. Open the matching example config in configs/provider-examples/.
3. Copy the system prompt from prompts/cfo_assistant_system_prompt.md.
4. Paste that prompt into your GPT builder, assistant tool, or internal AI platform.
5. Fill in your company rules:
   • what the assistant may answer
   • what it may never do
   • which documents it can read
   • who reviews outputs before sending them externally
6. Test it on 3 real CFO questions before rolling it out wider.

Suggested first CFO use cases

• board memo drafting
• variance explanation drafts
• policy and control checklists
• vendor / contract review summaries
• investor update drafts
• scenario planning prompts
• question answering over internal finance notes

Repo structure

• README.md — overview and launch guide
• prompts/ — reusable system prompt
• docs/ — provider guidance and setup notes
• examples/ — CFO use-case examples
• configs/provider-examples/ — provider-specific starter configs
• src/open_ir_agent/ — tiny helper CLI for provider selection

CLI helper

If you want to try the tiny helper locally, install the repo in editable mode first:

pip install -e .

Then run the provider helper:

open-ir-agent --goal "long-form writing"
open-ir-agent --goal "Google Workspace"
open-ir-agent --goal "general purpose default"

Recommended rollout path

1. Start with one finance use case.
2. Keep human review in the loop.
3. Use the assistant for drafts, not final authority.
4. Add more workflows only after the first use case feels reliable.
5. Revisit the provider choice after a week of real usage.

Safety and governance

• Keep sensitive data out of prompts unless your policy allows it.
• Store API keys in the provider's official secret mechanism.
• Decide who can publish or send outputs externally.
• Keep a human review step for anything financial, external, or material.

License

MIT — see LICENSE.