The library
Each workflow gives you the prompt, the setup and the reviewer checklist. Search by task, or filter by area.
16 workflows
Reporting & MD&A
Turn a budget-vs-actual schedule into a clear management discussion that explains revenue, margin and expense variances, and flags every variance it cannot explain instead of guessing.
Reporting & MD&A
Use AI to map your chart of accounts to financial statement lines, then drop the trial balance into a formula-driven template that builds the balance sheet, income statement, cash flow and budget comparison, with automatic tie-out checks.
Month-End Close
Rank income statement movements by size, and get a list of likely causes to check in the general ledger for each one, so your flux review starts with the right questions.
Month-End Close
Have AI act as a second reviewer on a reconciliation workpaper: footing, the tie to the general ledger, stale reconciling items, repeats from last month and sign errors.
Month-End Close
Turn a messy list of close tasks into an organized close calendar by business day, with owners, dependencies, reviewers and the evidence each task should produce.
Financial Models
Get a clean, formula-driven pricing model: cost build-up, price at a target margin, volume tiers, breakeven and a sensitivity table, without hours of formatting.
Forecasting & FP&A
Build a week-by-week cash forecast from your AR and AP agings, payroll calendar and fixed payments, with clear assumptions and a minimum-cash alert.
Forecasting & FP&A
Combine year-to-date actuals with a reasoned forecast for the remaining months, comparing budget, run-rate and adjusted methods line by line.
Board Decks
Go from the reporting package to a crisp board deck outline: one takeaway per slide, the right chart for each point, and the decisions you need from the board.
Document Review
Get a finance-focused summary of a vendor or customer contract: key terms with section references, a calendar of financial obligations, flags against your standard positions and questions for counsel.
Document Review
Put renewal proposals and your current coverage into one comparison table: limits, deductibles, premiums, exclusions and gaps, plus questions for your broker.
Financial Models
Compare the after-tax cost of leasing and buying equipment with a net present value model, a breakeven discount rate and sensitivities, plus the qualitative factors.
SOPs & Training
Record yourself doing a task once, or jot down rough notes, and turn it into a clear, numbered standard operating procedure your team can follow and train from.
SOPs & Training
Load your SOPs, policies and chart of accounts into an AI project, so staff can ask questions in plain English and get answers that cite your own documents.
Meetings & Inbox
Stop rebuilding the same PowerPoint for every ops review, leadership meeting and lender call. Write a one-page spec for each recurring meeting once, then paste this week's numbers and notes and get slide-ready content in your template.
Meetings & Inbox
Have AI read overnight email and hand you a short list: what needs you today, what to delegate, what to schedule, and what is just FYI. You make the calls; nothing gets sent or deleted on its own.
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