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 →Starting from square 1: AI in finance
A grounding session on what AI actually is, common terms explained plainly, and why finance teams are adopting…
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…
From the blog
Latest articles
How-tos, playbooks, and insights for modern finance.
Explore articles →The prompt is the skill: How finance teams get more from AI
Most finance professionals have tried AI. Far fewer have learned to direct it. The difference between a generic…
A generic AI gives generic answers. Here’s how to change that.
Most finance teams use AI the same way they use a search engine: ask a question, get an…
If the AI can’t show its work, it won’t survive the audit
Regulatory reporting has always demanded a traceable path from number to source. Most AI tools can't provide one.…
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.
