Resources
for finance teams

Curated list of templates and reports built in partnerships with the finance teams of some of the most sought after high-growth companies. No need to reinvent the wheel, just download these resources and leverage their best practices.

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E-book

The Automation Playbook for Finance Leader's

10 workflows you should never do manually again. See how finance leaders are automating important, yet mundane, workflows.

Guide

Get the Most Out of Claude

How to get the most out of Claude for Finance & Accounting teams.

Template

The CFO's AI Prompt Playbook

Finance teams are expected to close faster, analyze deeper, and report more — all while staying lean. AI can help, but only if you know how to prompt it correctly.

Guide

The Finance Leader's Guide to Claude + Excel

Your finance team is spending hours on work Claude can do in minutes. Here's how to fix that.

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to zero-day close

Faster close, fewer spreadsheets, real-time data.

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