Flagship Resource
10 Practical AI Workflows Every Finance Leader Can Use This Week
A free 24-page guide with ten practical AI workflows, five safety rules, a page on when not to use AI, and a 30-day plan your finance team can act on right away.
Free Resources
A practical resource library for finance AI
Guides, prompts, templates, and checklists built around real finance work. The library grows as new resources are published.
Interactive Resource
Coming SoonFree AI Finance Workflow Assessment
A guided assessment that will map AI to your real finance workflows and return a personalized starting point, including an efficiency scorecard, prioritized opportunities, and one practical AI workflow. Coming soon.
Categories
Browse by topic
AI Implementation Guides
Step-by-step guides for putting AI to work in finance.
1 resource · coming soon
Finance AI Prompts
Reusable prompts for reporting, analysis, and drafting.
2 resources · coming soon
Workflow Templates
Templates for close, reconciliation, and reporting workflows.
1 resource · coming soon
AI Governance & Controls
Checklists and frameworks for responsible AI use.
2 resources · coming soon
Forecasting & Reporting
Resources for faster, clearer financial reporting.
2 resources · coming soon
Practical Tutorials
Walkthroughs for real finance AI use cases.
1 resource · coming soon
Library
All resources
| Resource | Category | Type | Status |
|---|---|---|---|
| AI Use-Case Prioritization Worksheet | AI Implementation Guides | Worksheet | Coming Soon |
| Finance Reporting Prompt Pack | Finance AI Prompts | Prompt Pack | Coming Soon |
| Variance Analysis Prompt Set | Finance AI Prompts | Prompt Pack | Coming Soon |
| Month-End Close Workflow Template | Workflow Templates | Template | Coming Soon |
| AI Review & Approval Checklist | AI Governance & Controls | Checklist | Coming Soon |
| AI Data Handling Policy Template | AI Governance & Controls | Policy | Coming Soon |
| Rolling Forecast Template | Forecasting & Reporting | Template | Coming Soon |
| Board Commentary Drafting Guide | Forecasting & Reporting | Guide | Coming Soon |
| Getting Started with AI in Finance | Practical Tutorials | Tutorial | Coming Soon |
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