AI strategy
AI Readiness Scorecard
A 20-point assessment for deciding whether a workflow is ready for AI and what must improve first.
CFOCrew resource library
Tools built for the work behind better decisions.
Practical templates, guides, and field notes across accounting and CFO advisory, finance transformation, and AI implementation.
12
working resources
03
capability areas
01
practical library
AI implementation resources
Move from interest to a controlled next step.
Assess readiness, compare workflows, establish practical governance, and design human review before an AI-enabled process reaches production.
Workflow selection
AI Workflow Opportunity Map
An editable Excel tool for comparing workflow candidates by value, feasibility, risk, and priority.
AI governance
Practical AI Governance Checklist
A minimum-control checklist for accountability, data, evaluation, review, monitoring, and approval.
Human review
Human Review and Implementation Plan
An Excel template for review stages, acceptance criteria, evidence, escalation, and the launch decision.
Featured toolkit
Finance Toolkit Bundle
A PDF guide and eight Excel templates covering cash forecasting, receivables, budget-to-actual reporting, and core finance routines.
Cash and runway visibility
Close and reporting discipline
Budget and variance review
Receivables and action tracking
Template library
Put structure around the next important workflow.
Choose the resource that matches the work in front of you.
Decision support
13-Week Cash Flow Forecast
A weekly Excel model for liquidity, receipts, disbursements, and runway.
Finance transformation
Monthly Close Checklist
A structured month-end close process with clear sequencing and review points.
Transaction readiness
EBITDA Normalization Template
A working schedule for documenting and supporting transaction adjustments.
CFO advisory
Board Reporting Template
A practical structure for financial, operating, and forward-looking board reporting.
Transaction readiness
Business Sale Preparation Guide
A 12-month financial readiness roadmap for a sale or investment process.
Audit readiness
First Audit Preparation Checklist
A coordinated preparation list for statements, schedules, controls, and support.
Accounting advisory
Accounting Remediation Assessment
A diagnostic for close, reconciliations, statements, documentation, and ownership.
Technical accounting
Digital Asset Accounting Basics
An introduction to the operational and accounting considerations around digital assets.
Insights
Read the CFOCrew library
Analysis across accounting, finance transformation, decision support, and practical AI.
Browse insightsAI for finance
Explore the CFO AI Blueprint
A structured guide to workflows, architecture, governance, evaluation, and implementation.
Open the blueprintHands-on help
Move from template to implementation
Work with CFOCrew on the accounting, finance transformation, or AI initiative behind the resource.
Discuss your situation