Resources
A growing shelf of practical things for finance leaders — the frameworks I actually use, plus a curated read on the wider tooling landscape.
Practical guidance for setting up Claude across finance, from the desktop app and Office add ins to reusable Finance Skills and ready to run tasks.
A finance led comparison of specialist AI and automation products by process and company size, including where each tool tends to fit.
A comparison of the platforms used to assemble finance AI & automation around the organisation's data and systems, from workflow tools to agent platforms.
Review what the current ERP can already provide before buying a specialist product or assembling additional capability.
A quick to deploy tool that automates and documents a broad range of digital finance processes. A fast way to reduce team workload.
FP&A is often a practical place to begin building AI fluency. The guide compares the Excel agents & add ins available now, with a task library to put them to work.
Worth your time elsewhere
A short, curated list of the external writing, standards and tools I point clients to — kept deliberately small. Quality over volume.
Shared in conversation, and published here as they earn a place.