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Formula-driven Excel workbooks for real finance work, each with a workflow and prompt in the library. The spreadsheet does the math, AI does the reading and explaining, and a person reviews.
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Free
Workbooks and guides
Free · Excel
Month-End Reporting Package
Paste in your trial balance and get a board-ready package: balance sheet, income statement, cash flow, budget vs. actual, outlook and MD&A, with 13 automatic tie-out checks.
Free · Excel + PDF guide
1099 Readiness Tracker
Vendor totals by 1099 box from your AP export, who needs a 1099-NEC or 1099-MISC at the new $2,000 threshold, missing W-9s, TIN-match status, card payments excluded, and a filing timeline. Fictional example data included.
Free · Excel + PDF guide
Payroll Tie-Out Workbook
Gross to net, register to GL, deposits by jurisdiction, liability rollforward, registrations, wage bases and benefit remittances, with a one-page summary. Fictional example data included.
Example data in every workbook is fictional. Educational tools, not tax, legal or accounting advice. Disclaimer
Paid
Toolkits
$79 · one-time
Month-End Close Toolkit
Close checklist, balance sheet reconciliations, flux analysis and journal entry log on one status page, plus a 9-prompt AI pack for the close.
$99 · one-time
AI Agent Playbook Pack
Five AI agent playbooks (AR collections, receptionist, AP, executive assistant, HR onboarding) with step-by-step setup guides, prompts and three workbooks.
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