FINANCE OPERATING SYSTEM
The Foundation of AI in Finance
Accurate AI outputs in finance require clean data, consistent definitions, and governed infrastructure. That’s what a finance operating system is, and what this hub is built around.
AI for finance webinars
Live and on-demand sessions
New series and sessions, several times a year.
Join us live →AI as an accelerator: building faster in finance
In finance, AI rarely gets the math wrong; it gets the definitions wrong. Clement Leclerc, GarageCo, built the…
From novice to confident user: AI for PE-backed finance
Anna Zhirnova, Global Head of Financial & Commercial Management at Jones Knowles Ritchie, shares her journey from AI…
Smarter cash, sharper scenarios
Carolina Lago connects live receivables, payables, and inventory data through FinanceOS and builds a real-time cash conversion cycle…
Getting started with AI in finance
AI can now write your formulas, build dashboards, and pull live research directly into your spreadsheets – if you know how to prompt it well. Learn which AI models to use for each task, when to switch between them, and how to get outputs you can actually use without overspending.
Start learning for free and level up your whole team.
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Prepare a CFO monthly briefing
Turns the most recent closed month into a board-ready briefing: a short summary, the trends working for and…
YTD actuals vs. budget
Compares year-to-date actuals to budget, ranks the lines that are off plan, and proposes a likely cause for…
Year over Year Revenue Check
Lines up current revenue against the same stretch last year and flags where the trend actually shifted.
AR Aging Triage
Ranks past-due AR by days outstanding and balance, drafts tiered collection emails, and flags accounts that need exec…
Top Customer Concentration
Ranks the top customers by year-to-date revenue and labels each as growing, stable, or declining against last year.
Loan covenant compliance check
Compute current ratio, leverage, and DSCR against covenant thresholds; project compliance over the next four quarters.
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We add new webinars, prompts, and live events regularly. Leave your email and we'll reach out when something relevant drops.
