# Assemble numbers, proof and story before the meeting

The owner defends the cash need with proof, not stress.

- **Page** : https://bruno.incwo.com/en/use-cases/preparer-dossier-banque-tresorerie
- **Secteurs** : Finance, Industrial, Consulting
- **Fonctions** : Leadership, Finance, Sales

## The situation
For a cash line, equipment loan or bank meeting, the numbers exist but the story and proof are scattered.

## What you want
I want to meet the bank with a clear file, not three exports and an improvised explanation.

## A plain AI chat
An AI chat can draft a note, but it does not connect incoming cash, signed quotes, late invoices, upcoming costs and customer proof.

## With Bruno
Bruno prepares the summary, key documents, risks to explain and decisions to make before meeting the bank or accountant.

## Agents involved
- Cash-flow agent
- Commercial proof agent
- Bank file agent

## Deliverables
- Bank summary
- Supporting documents
- Questions to anticipate
- Cash-flow scenarios

## Gains
- Cash managed with less guesswork
- Proof found before the file blocks