# Finance Workroom

> Practical AI learning, tools, and workflows for finance teams.

Audience: U.S. finance professionals. Tool results are shown without contact details. Each page below has a Markdown version; the HTML page is canonical. We may receive compensation from companies featured on this site. This may influence their order and placement.

## Start here
- [Knowledge directory](https://financeworkroom.com/knowledge/index.md): Resources organized by need (HTML: https://financeworkroom.com/knowledge).
- [Home](https://financeworkroom.com/index.md): Overview of the site.

## Assess your finance team's AI readiness
- [AI Readiness](https://financeworkroom.com/tools/ai-readiness.md): How ready is your finance team for AI? Check your data, process, review and controls, see where you stand, and get a practical place to start.

## Build a finance AI workflow
- [AI Finance Workflows](https://financeworkroom.com/tools/ai-finance-workflows.md): Build your first finance workflow with step-by-step guidance in your preferred AI tool.

## Find where your team's recurring time goes
- [Finance Time Waste Calculator](https://financeworkroom.com/tools/finance-time-waste.md): Estimate the hours your finance team reports on recurring manual work — by task, area and work type — with coverage and every assumption shown.

## Compare FP&A software
- [FP&A software](https://financeworkroom.com/software/fpa.md): Compare FP&A software approaches by Excel fit, planning needs, integrations and implementation effort. Then use the free Finder to build a shortlist that fits your team.

## Check referral rewards for finance software you use
- [Referral Rewards Checker](https://financeworkroom.com/tools/referral-rewards.md): Add the software you use, see which tools have a refer-a-friend program on file, and copy an AI prompt to check the latest offers.

## Explore AI implementation support
- [Expert AI implementation](https://financeworkroom.com/ai-implementation.md): Explore what AI could streamline in a free 30-minute session with a Finance AI FDE, an engineer who is also a finance expert.

## Learn AI for finance with free video courses
- [Finance Workroom Academy](https://financeworkroom.com/academy.md): Overview of the free Finance Workroom Academy: short video courses on AI for finance.
- [Academy courses](https://financeworkroom.com/academy/courses.md): Course library with lesson lists and run times.

## Learn from reviewed Insights articles
- [Insights](https://financeworkroom.com/insights.md): Reviewed finance and AI articles.
- [Six Finance Reporting Tasks Worth Automating](https://financeworkroom.com/insights/where-finance-teams-lose-time-before-ai-starts.md): 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.
- [Choosing FP&A Software: Make the Demo Follow Your Workflow](https://financeworkroom.com/insights/a-practical-framework-for-choosing-fpa-software.md): 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.
- [Before AI: Five Checks When Finance Reports Disagree](https://financeworkroom.com/insights/finance-data-foundations-before-ai.md): 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.
- [Your First Finance AI Use Case: Start with a Report You Can Check](https://financeworkroom.com/insights/choosing-your-first-finance-ai-use-case.md): 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.

## Understand our methodology and commercial disclosures
- [Methodology](https://financeworkroom.com/methodology.md): How tools are scored, the formulas used and their limitations.
- [Editorial policy](https://financeworkroom.com/editorial-policy.md): Editorial standards and the full Advertiser Disclosure.
- [About](https://financeworkroom.com/about.md): Why the site exists and how it is funded.