Blog
Explainers and worked examples on financial due diligence, audit and controls, and valuation — and how finance teams turn raw data into defensible, fully sourced work.
Finance operationsWhat is a 13-week cash flow forecast?
A 13-week cash flow forecast is a rolling, week-by-week view of cash in and out over the next quarter — the tool finance teams use when liquidity matters more than profit. How to build one step by step, where AI removes the weekly grind, and a live cash-runway example with scenario toggles.
10 min readRead more
Finance operations10 AI tools to run an advisory firm solo
You don't need a team of ten to launch an advisory firm anymore — you need the right AI on each job, and one tool for the client work you can't get wrong. The stack a solo founder can run, stage by stage, from client deliverables to admin.
8 min readRead more
Finance operationsBest AI for month-end close in 2026: match the tool to your bottleneck
The month-end close is one workflow, but the thing slowing yours down is specific. A guide to finding your bottleneck — deliverables, reconciliation volume, coordination, or the ERP — and the AI built to clear each one (MacrosLM, BlackLine, FloQast, and more).
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Finance operationsBest AI for FP&A teams (2026)
The AI worth knowing for FP&A in 2026, by category — agentic workspaces that produce finished analysis and deliverables (MacrosLM), planning platforms (Anaplan, Planful), and Excel-native layers (Datarails) — plus a live 13-week cash-forecast example and how to choose.
9 min readRead more