Ten AI workflows your finance team can try this week. Review steps included.
A plain-English guide for CFOs, controllers and finance teams. Pick one workflow, try it on a low-risk task, and keep your judgment in charge.
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Start with one workflow, not a pile of prompts.
Built for finance work: reporting, board preparation, policies and controls. Plus five common mistakes to avoid and a decision tree for choosing the right tool. Examples use illustrative figures, so you never need to share client or company information.
Practical, repeatable
Ten finance workflows, each with the tool to use, an example prompt and a practical tip.
Safety rules
Five rules for handling data and outputs so AI use stays inside your controls.
When not to use AI
A clear page on the tasks that should stay human, and why.
A 30-day plan
A path from first workflow to team habit, so adoption has a direction.
Written for the people who sign off the numbers.
This guide is for
- CFOs, controllers, finance managers and directors
- Senior accountants and the teams around them
- Nonprofit and church finance leaders and their teams
It is not for
- Personal investing, budgeting or side-income tips
- Accounting firms looking for a client-service playbook
Three steps to your first workflow.
Get the guide
Enter your name and work email. The guide arrives by email.
Pick one workflow
Choose a low-risk task from your own week and follow the steps.
Review before it leaves your desk
Every workflow has a review step. You stay the owner of the conclusion.
Your data stays yours.
We ask for a name and an email address, nothing about your organization. The guide teaches with illustrative examples and a clear rule: know your organization's AI policy and use enterprise tools for company data.