Free templates and focused paid frameworks built from recurring finance problems. Each resource is designed to help you put a stronger routine in place - not add another layer of theory.
A practical collections lab: use a ChatGPT Project to hold the working context, prepare the next review and keep investigation and decisions with finance.
Best used for: Use it to test how AI can organise a collections review without pretending it knows why an invoice is unpaid.
The twelve controls, threshold register, sign-off gate and pilot scorecard behind the finance control framework - set up for one exception queue at a time.
Best used for: Use it to answer the audit committee question 'how is AI controlled in finance' with evidence rather than assurance, before the statutory auditor asks it first.
A practical close checklist covering 30 essential tasks across payroll, revenue, inventory, treasury, tax, fixed assets and reporting.
Best used for: Use it to assign owners, sequence work by business day and create a more disciplined close rhythm without adding a new system.
A four-week view of expected receipts, payments, weekly net movement and closing cash for founders and lean finance teams.
Best used for: Use it as a quick weekly cash check to see how long cash may last and which week needs management attention first.
A practical framework for prioritising finance automation ideas without losing control, auditability or practical ROI.
Best used for: Use it to rank automation opportunities, define human-review boundaries and decide where ERP, bank, email or workflow integration is worth scoping separately.
A monthly finance review framework built around cash, margin, runway, exceptions, decisions and action ownership.
Best used for: Use it to run a sharper monthly review before a founder, controller or fractional CFO adds heavier reporting tools.
A focused bank-reconciliation framework for exception ageing, ownership, evidence requirements and reviewer sign-off.
Best used for: Use it to move bank reconciliation from line matching into a controlled exception workflow.
These resources are deliberately simple. They help teams make ownership, timing and decisions visible before considering automation or AI.