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Find your AI type
16 Personalities of AI for Finance
A short quiz that finds your AI-at-work type and a learning path that fits it.
Open the tool →Monthly reportingBoard Pack Generator
Enter the numbers once and get board slides with RAG status, drafted commentary and a present mode.
Open the tool →Agents for financeFinance Agent Foundry
Build your own team of finance agents for FP&A, accounting and the close, with prompts for Claude, Copilot, ChatGPT and Gemini.
Open the tool →Dashboards and chartsCM Dashboard Atlas
50 dashboard concepts for FP&A, a chart picker, eight data visualization principles and the four levels of analytics.
Open the tool →Check your levelAI Readiness Scorecard
A 20-question AI readiness diagnostic for finance professionals: your score, your level, a radar of strengths and gaps, and a roadmap with starter prompts.
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