Insights for a faster, AI-enabled finance function
Articles, checklists and templates from two decades of running finance at growing companies.
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Practical ideas on the close, cash, reporting and using AI safely in finance.
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Free tools for your finance team
Request any guide and we will send it to you directly.
Month-end close checklist
A sectioned close checklist with owners, due dates, preparer and reviewer sign-offs and the reconciliations to tie out.
Request it13-week cash flow template
Collections, payments by category, investing and financing by week, with actual-versus-forecast columns.
Request itAI finance readiness assessment
Twenty questions to gauge whether your data, ERP and processes are ready for AI-enabled workflows.
Request itMonthly board pack outline
The pages, KPIs and variance commentary a board and lender expect every month.
Request itCollections playbook
Escalation levels, follow-up cadence and credit-hold rules that shorten DSO without damaging relationships.
Request itSell-side readiness checklist
What to clean up, document and reconcile six to twelve months before an M&A process.
Request itReady to build your AI-enabled finance office?
Book a free 30-minute consult. We will map your close, cash and reporting workflows, show you the AI Finance Suite live, and outline what would change in your first 90 days.
- Free 30-minute consultation
- Month-to-month engagements
- Live walkthrough of the apps
- NDA available on request
