Financial tools for small businesses

Run your finances
like a CFO

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.

Browse AI Packs Excel Templates

No subscription. Instant download. Works anywhere in the world.

Cash flow forecasting· Break-even analysis· Loan readiness· Business budgeting· Pricing strategy· P&L tracking· Invoice management· AI-powered decisions· Cash flow forecasting· Break-even analysis· Loan readiness· Business budgeting· Pricing strategy· P&L tracking· Invoice management· AI-powered decisions·

The real challenge

Most small businesses
are flying blind

No visibility into real cash flow until it's too late
Pricing by gut feel instead of by margin
Unprepared when a bank asks for financial statements
Spending hours on spreadsheets with no structure
Expensive accountants for questions you could answer yourself

What we do differently

Tools that think
like your CFO

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.

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What's in the shop

Three ways to take
control of your finances

✦

AI Prompt Packs

Structured prompts that guide any AI tool through real financial analysis — cash flow, pricing, budgeting, and more. No finance background required.

From $39

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⊞

Excel Templates

Pre-built, accountant-designed workbooks for P&L tracking, cash flow forecasting, invoicing, and budgeting. No accounting software needed.

From $29

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Best value

Complete Bundle

Every AI pack and every Excel template in one purchase. The complete financial operating system for your small business.

$147 _{save $80+}

Get the Bundle

Why My Trusted CFO

Financial expertise without the retainer

Built for the real world

Created by an accountant who has worked in banking, investment accounting, and SME advisory — not by a software company trying to upsell you.
Works with any AI tool

Our prompt packs are compatible with ChatGPT, Claude, Gemini, and any other AI assistant. No new apps or subscriptions required.
Globally applicable

Every template and prompt is designed to work regardless of your currency, country, or industry. Principles-first, not geography-specific.
Structured for accountants

The Excel templates are organised the way accountants expect — making year-end prep, tax filing, and bank applications straightforward.
No ongoing cost

One-time purchase. No monthly subscription, no upsells, no platform lock-in. Buy once, use indefinitely.
Actionable, not theoretical

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.