Tools for the close, cash, board reporting and a morning brief that shows the CFO only what matters. Every number opens its source. Nothing is sent without a person.
One fictional company, five review pages. Every title states the finding, every figure ties across pages, and each page shows its own tie-out. Press T for dark mode, P to print.
Every weekday before you're up, eight department desks read the systems, mail and documents. A reviewer checks every figure against its source, a challenger argues against each item, and you get at most five: the things only you can decide or need to know.
Open the sample brief →Q3 vs budget and prior year, LTM, segments, cash and covenant, tie-out.
Open →Bookings vs plan, pipeline, retention, deal desk and unbilled revenue.
Open →On-time delivery, throughput, freight vs quote and 2027 headcount.
Open →Results, the decisions that need you, initiatives and risks.
Open →Same company, same numbers on every page. The same approach works for close and consolidation, collections, payables, revenue assurance, budgeting, headcount and contracts.
They're why the tools get used after the demo.
Click any figure to see the rows behind it, the system they came from and when they were read.
The tools prepare the entry, the email or the plan. A person with the authority acts on it.
One written definition per metric, used by every report, with automatic tie-outs between them.
A separate reviewer checks every figure, and a challenger argues against the conclusion.
Independent reviewers playing the analyst, the COO and the CFO score every design.
If a tool doesn't earn its place, it goes. Fewer tools that get used beat many that don't.
Practical guides for CFOs and controllers putting AI to work.
A sitting CFO who builds AI tools for a real finance function and writes about what works. We keep names off the site.
No. The guides, demos and posts are here to share ideas and working examples. Nothing is for sale.
No. Every demo uses a fictional company with made-up figures. The figures tie across pages so you can see how the approach works.
No. The rule throughout is that AI drafts and flags, and a person with the authority to act on it decides. That keeps controls and the audit trail where they are.
Questions about a guide, a different view on something we posted, or something you have built yourself. A person reads every message.
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