The finance AI toolkit
42+ AI tools
for your finance practice.
Built for how a finance & accounting practice actually runs.
Bookkeeping, close, tax, client comms, CFO reporting, controls. Finished deliverables — not a blank ChatGPT prompt.
Close notes, variance commentary, policies and client emails — written for the ledger, not the blog.
Plain-text and spreadsheet-ready output. Names shown for compatibility only — no affiliation or endorsement implied.
Credibility, shown not claimed.
We don't borrow logos we haven't earned. Here's exactly how these deliverables are built, and what we will and won't promise.
Built on the actual standard
Every policy and reporting tool is written against the recognised framework you pick — US GAAP or IFRS — and the basis is named on the page, not buried.
Reviewed by working finance pros
Each tool's checklist — what must be included, the common mistakes — comes from controllers, fractional CFOs and CPAs who do the job weekly.
Your numbers stay yours
No signup to preview, nothing sold on, no client ledgers required. Paste in only what the form asks for, and you own every word of the output.
We say what we're not
This is a drafting tool, not audit, tax or investment advice. Have a licensed CPA or your auditor review before you file, sign or distribute.
Every job on the desk, done in a minute.
Get a finished asset.
Invoice & Payment Terms Kit
Get invoice template and terms - just enter business, services, payment policies.
Budget Variance Report
Get variance analysis report - just enter budget, actuals, period.
Cash Flow Forecast
Get 13-week cash forecast spec - just enter ar/ap data, payroll, recurring items.
Monthly Close Checklist
Get close checklist - just enter entity, systems, team.
Financial Model Builder
Get financial projection model spec - just enter revenue drivers, costs, growth assumptions.
Board Meeting Pack
Get board pack outline - just enter company metrics, agenda items, decisions needed.
Expense Policy Generator
Get expense policy document - just enter company size, travel norms, card program.
Fundraising Strategy Memo
Get fundraising strategy memo - just enter stage, metrics, runway.
Cost Reduction Analysis
Get cost reduction plan - just enter expense breakdown, contracts, headcount.
"Monthly close dropped from 12 days to 6. The narrative report writes itself now — clients actually read it because it sounds like us."
"Tax season stopped depending on which associate wrote the client email. Every returning client got the same clear onboarding note."
"Overdue follow-ups used to sit for two weeks. Now they go out on day 31 in our voice — DSO down from 58 to 34 days."
What finance teams actually said.
“Monthly close dropped from 12 days to 6. The narrative report writes itself now — clients actually read it because it sounds like us.”
“Tax season stopped depending on which associate wrote the client email. Every returning client got the same clear onboarding note.”
“Overdue follow-ups used to sit for two weeks. Now they go out on day 31 in our voice — DSO down from 58 to 34 days.”
“Built the 13-week cash forecast on a Sunday. Our lender asked which firm prepared it.”
“The expense policy took twenty minutes instead of the quarter it had been sitting on my list.”
“Board pack variance commentary is the part I hated. Now it's a first draft I edit for ten minutes.”
Reviews are shared with permission from controllers, CPAs and finance leads using these tools. Surnames are shortened at their request — we don't use paid endorsements.
Free to preview
See a real result before you give us anything. No card, no signup, no trial countdown.
No lock-in
Everything is plain text you can copy, edit and keep — even if you never come back.
Human support
A real person answers support mail, usually the same day, including through close week.
Every part of the practice.
All 42 tools.
Operations & SOPs
- →Accounts Payable ProcessGet AP process - just enter volume, systems, approvals.
- →Audit Preparation ChecklistGet audit prep - just enter entity, scope, timeline.
- →Board Meeting PackGet board pack outline - just enter company metrics, agenda items, decisions needed.
- →KPI / Financial Dashboard SpecGet dashboard spec - just enter business, metrics, audience.
Plans, Strategies & Roadmaps
AI Agents & Automation
Audits, Analyses & Reports
- →Break-Even AnalysisGet break-even analysis - just enter costs, price, volume.
- →Cost Reduction AnalysisGet cost reduction plan - just enter expense breakdown, contracts, headcount.
- →Pricing Margin AnalysisGet margin analysis - just enter costs, prices, mix.
- →Procurement & Vendor Spend AnalysisGet spend analysis report - just enter spend data, vendors, categories.
- →Scenario & Sensitivity ModelGet scenario analysis spec - just enter base model, key drivers, scenarios.
- →Subscription Revenue MetricsGet saaS metrics report - just enter billing data summary, cohorts.
Financial Docs & Models
- →Budget Variance ReportGet variance analysis report - just enter budget, actuals, period.
- →Burn Rate & Runway TrackerGet runway tracker spec - just enter cash, monthly spend, revenue.
- →Cap Table Scenario ModelGet dilution scenario analysis - just enter current cap table, round terms, option pool.
- →Cash Flow ForecastGet 13-week cash forecast spec - just enter ar/ap data, payroll, recurring items.
- →Cash Flow Statement BuilderGet cash flow statement - just enter p&l, balance sheet changes.
- →Department Budget TemplateGet budget template - just enter department, costs, headcount.
- →Financial Model BuilderGet financial projection model spec - just enter revenue drivers, costs, growth assumptions.
- →Financial Statement AnalyzerGet financial health report - just enter p&l, balance sheet, cash flow data.
- →Grant Budget & Reporting KitGet grant budget kit - just enter grant terms, program, period.
- →Investor Reporting TemplateGet reporting template - just enter metrics, stage, audience.
- →Invoice & Payment Terms KitGet invoice template and terms - just enter business, services, payment policies.
- →Pricing & Unit EconomicsGet unit economics report - just enter price, costs, cac.
- →Tax Deduction ChecklistGet deduction checklist with notes - just enter business type, expenses, structure.
Proposals, Bids & Quotes
Other Documents
Employment & HR
Policies & Compliance
- →Expense Policy GeneratorGet expense policy document - just enter company size, travel norms, card program.
- →Expense Reimbursement PolicyGet policy - just enter company, norms, limits.
- →Financial Policy ManualGet policy manual - just enter company, size, risks.
- →Revenue Recognition PolicyGet rev rec policy - just enter business model, contracts, deliverables.
Guides, Checklists & How-To
Frequently asked.
Is it free?
Yes — every tool is free to preview. No credit card required.
Do I need an account?
No signup is required to preview a result. You only need an account to save presets across sessions.
Does the output paste into my accounting stack?
Yes. Plain text formatted for QuickBooks, Xero, NetSuite, Sage Intacct, Karbon, Canopy and similar.
Which AI model does it use?
Tools work with GPT, Claude and Gemini. You can run the generated asset in any of them.
How is this different from ChatGPT?
Each tool is pre-loaded with the criteria, signals and pitfalls for one specific finance job. You get a finished deliverable, not a generic draft.
