Financial tools for small businesses
AI prompt packs and Excel templates built by a certified accountant, so you can manage cash flow, price with confidence, and walk into any bank meeting prepared.
No subscription. Instant download. Works anywhere in the world.
The real challenge
What we do differently
Every product on this site was built by a certified accountant with hands-on experience in banking, investment accounting, and small business advisory, across markets in North America, Asia, Africa, and beyond.
Whether you're using our AI prompt packs with ChatGPT or Claude, or filling in one of our pre-structured Excel templates, you get the same financial rigour a CFO applies, without the CFO price tag.
See All ProductsWhat's in the shop
Structured prompts that guide any AI tool through real financial analysis, cash flow, pricing, budgeting, and more. No finance background required.
Pre-built, accountant-designed workbooks for P&L tracking, cash flow forecasting, invoicing, and budgeting. No accounting software needed.
Every AI pack and every Excel template in one purchase. The complete financial operating system for your small business.
Why My Trusted CFO
Created by an accountant who has worked in banking, investment accounting, and SME advisory, not by a software company trying to upsell you.
Our prompt packs are compatible with ChatGPT, Claude, Gemini, and any other AI assistant. No new apps or subscriptions required.
Every template and prompt is designed to work regardless of your currency, country, or industry. Principles-first, not geography-specific.
The Excel templates are organised the way accountants expect, making year-end prep, tax filing, and bank applications straightforward.
One-time purchase. No monthly subscription, no upsells, no platform lock-in. Buy once, use indefinitely.
Every product solves a specific decision: should I raise my prices? Can I afford to hire? Am I ready for a bank loan? Real questions, real outputs.
About us
My Trusted CFO is built by a collective of senior finance professionals, each with hands-on experience running finance functions for businesses from first revenue to full maturity. We have sat on the other side of the boardroom table: building financial models at 2am before a capital raise, navigating a product line rationalisation under margin pressure, and preparing businesses for acquisition.
Our experience spans every stage of the business lifecycle, from pre-revenue start-ups building their first budget, through growth-stage companies managing rapid headcount and cash burn, to mature businesses restructuring capital or launching into new markets.
We have worked across cities across the globe, in sectors ranging from consumer goods and professional services to manufacturing and technology. The tools we sell are the tools we would have wanted earlier in our careers, and the ones we now use with the clients we advise.
Customer stories
What owners around the world say after using our tools.
"I had no idea what my actual cash position was going to be in 90 days, I was just guessing. The 13-week cash flow template changed that within an afternoon. I walked into my bank meeting the following month genuinely prepared for the first time."
"As a freelance consultant I was massively underpricing my work for years. The Finance AI Prompt Pack helped me think through my real cost base and positioning properly. My day rate went up 30% within two months and I haven't lost a client over it."
"We used the complete bundle when preparing our growth plan for investors. The P&L tracker and budget planner gave us structured numbers we could stand behind. Our CFO said the workbooks were more organised than what he sees from most early-stage companies."
"Running a services firm in Bengaluru, I didn't have access to affordable financial advice that understood our scale. The Operations AI Pack helped me build a proper cost structure and think through hiring decisions with actual data. Worth every rupee, and far more."
Testimonials reflect individual customer experiences. Results may vary.
From the blog
Start with one product or get everything at once. Either way, you'll have tools that were built for exactly the stage your business is at right now.
Get in touch
Questions about a product, need help choosing the right tool, or want to ask about custom work for your team? Send us a message.
We typically reply within one business day.