The fine print

Disclaimer and privacy

Last updated 2026-10-16

Educational content only

CFO Resource publishes general educational content about using AI tools in finance and accounting work. It is not accounting, auditing, tax, legal or investment advice, and using this site, its templates or its newsletter does not create a CPA-client or any other professional relationship. Apply your own professional judgment and consult a qualified advisor about your specific situation.

AI output can be wrong

AI tools can produce errors, including wrong numbers and confident-sounding mistakes. Review all AI output before relying on it, and follow your organization's policies on which data may be shared with AI tools. The workflows on this site include review steps for that reason, but they are not a substitute for your own review.

Templates

Templates are provided as-is, without warranty. The sample company and figures in them are fictional. Check formulas and results before using a template for real reporting.

Third-party tools

This site mentions third-party AI tools and services. Mentions are not endorsements unless stated, and any sponsorship or affiliate relationship will be clearly disclosed where it appears.

Privacy

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Questions: dallen@cforesource.ai