Why this checklist works
Most finance teams don’t need more tools, they need better ones that talk to each other.
This checklist gives you a practical way to test AI and automation safely, clean up messy data, and streamline clunky workflows all with prompts you can copy and use right away.
You’ll walk away with:
- Practical AI prompts tailored for finance use cases
- A roadmap to audit and automate key workflows
- Tool recommendations to modernise your finance stack
Whether you’re improving reconciliations, cleaning up reporting, or rethinking approvals, this checklist helps you build a smarter, faster, and more reliable finance operation.