CustomAgent.app
MCP
AutoGen
Finance & Legal

Financial Forecast Modeler

Builds rolling 12-month forecasts from actuals, pipeline data, and macro indicators

4.7(43 reviews)
612 installs
by ForecastAI
v1.0.0
FREEopen source
Install AgentPick your IDE or clone directly

Install as a GitHub Copilot agent via the gh CLI extension, or drop the .agent.md file into your repository.

gh extension install customagent/financial-forecast-agent

Or manually copy the agent file into .github/agents/financial-forecast-agent.agent.md

agent.md

About This Agent

Financial Forecast Modeler is a free, open-source AI agent designed to automate finance workflows. Built on the autogen framework, it handles the repetitive, time-consuming tasks so your team can focus on high-value work.

The agent integrates with your existing tools and data sources, requiring minimal configuration to get started. Once deployed, it runs autonomously — processing inputs, making decisions based on your rules, and delivering structured outputs you can act on immediately.

Fully open-source and community-driven. Fork it, extend it, contribute back. No vendor lock-in, no usage limits, no credit card required.

Example Prompts

Help me get started with Financial Forecast Modeler
What can Financial Forecast Modeler do for my finance team?
Show me an example workflow using Financial Forecast Modeler

Capability Matrix

Document parsing
Data extraction
Policy enforcement
Approval routing
Audit trail
Multi-currency

LLM Compatibility

GPT-4oClaude 3.7 SonnetGemini 2.0 Flash

Setup Complexity

Advanced — developer-friendly

Reviews (43)

4.7
43 reviews
Overall
4.7
Setup
NaN
Documentation
NaN
Support
NaN
FREEOpen Source

MIT License — use commercially, fork, contribute

MIT License — free forever
612 community installs
30–60 min setup
Community support on GitHub
F
ForecastAI
Verified Creator

ForecastAI builds open-source AI agents for the community.

License: MIT Open Source

  • Free for commercial use
  • Modify and redistribute
  • No attribution required
  • Fork for your own products