Free Tools & Guides
Download practical resources developed from 30 years of financial operations experience. These tools are designed to help you assess automation opportunities and build momentum in your finance and operations transformation.
Want to talk through your scores or roadmap? Book a 30-minute discovery call.
Finance Automation Assessment Framework
Six-criterion weighted scoring to evaluate finance processes for automation potential, plus a short interpretation guide. Includes process inventory rows and calculated weighted scores.
Month-End Close Optimization Checklist
Forty-seven checkpoints across pre-close, execution, reconciliations, reporting, and post-close improvement. Each line is written with automation and control ownership in mind.
5 High-ROI Finance Processes to Automate
A concise guide covering five process families that routinely produce strong returns when data and ownership are aligned: AP match, reconciliations, close packs, intercompany support, and operational reporting pulls.
Finance Automation ROI Calculator
Illustrative workbook: enter hours removed per month, loaded hourly cost, adoption, implementation spend, and annual run-state costs. Outputs monthly and annual labor savings, year-one net, and simple payback on implementation.
All files above are free, instant, and ungated. Use them on your own timeline. When you are ready to discuss priorities, book a discovery call — we will use the contact details you provide in Cal.com.
These tools were developed from real finance operations experience and refined through our proprietary framework. Proven in finance but applicable to other operational processes.
Files are regenerated from scripts/build_lead_magnets.py when we update templates.
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