Resource Library

Guides, Templates &
Frameworks

Practical resources for finance leaders bringing AI into their organizations. Every resource here is built from real implementation experience, not theory.

Guides

Deep Dive Playbooks

Comprehensive guides that walk you through strategy, implementation, and optimization. Written for CFOs who want to lead AI adoption, not just observe it.

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Guide
The CFO's Guide to Prompt Engineering
A hands on guide to writing prompts that produce real financial outputs. Covers everything from structuring variance analysis prompts to building multi step workflows for board reporting and forecasting.
Coming Soon
Prompt Design Financial Analysis Board Reporting Forecasting
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Guide
AI Powered Due Diligence
How to leverage AI tools throughout the due diligence process. From initial screening and financial analysis to operational review and risk assessment, this guide covers the modern approach to evaluating acquisition targets.
Coming Soon
Due Diligence M&A Risk Analysis PE
Templates

Ready to Use Templates

Download and deploy. These templates are built from real implementations and designed to get you from zero to productive fast.

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Template
AI Process Audit Template
A structured template for auditing every process in your organization to identify AI automation opportunities. Includes department level Gantt charts, scoring criteria, and a master timeline for committee reviews.
Coming Soon
Process Audit Automation Project Planning Change Management
Frameworks

Architecture & Strategy

Reference architectures and strategic frameworks for building AI capabilities inside finance organizations. Designed for leaders who want to build systems, not just use tools.

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Framework
AI Agent Framework
A comprehensive framework for designing, deploying, and managing AI agents in a finance environment. Covers agent architecture, task decomposition, tool integration, error handling, and governance models for autonomous workflows.
Coming Soon
AI Agents Automation LangChain Governance
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Framework
Organizational AI Agent Architecture
A reference architecture for scaling AI agents across an entire organization. Maps out how to move from a single departmental agent to a multi agent platform that spans finance, operations, sales, and HR with proper orchestration and data governance.
Coming Soon
Enterprise Architecture Multi Agent Data Governance Scaling

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