Insights

What matters now in modern finance.

Reality checks, practical guides and workflow breakdowns. Curated for usefulness, not volume.

Six Finance Reporting Tasks Worth Automating

From recurring exports to first-draft variance commentary: six reporting tasks where spreadsheet improvements, rules or AI assistance can help, and what your team still owns.

11 min read

FP&AFramework

Choosing FP&A Software: Make the Demo Follow Your Workflow

A workflow-based method for FP&A software demos: what to prepare, what to ask vendors to show, and how to record what was demonstrated, what depends on services and what still needs proof.

7 min read

AI in FinanceGuide

Before AI: Five Checks When Finance Reports Disagree

A worked example of conflicting revenue figures, five checks to resolve them, and how to decide whether to proceed, narrow the task or pause before using the data with AI.

9 min read

Practical WorkflowsFramework

Your First Finance AI Use Case: Start with a Report You Can Check

Turn "use AI in finance" into one task you can check: a completed task card, an independent reference result, and five acceptance tests, including a missing-budget exception.

7 min read