The AI-Native
FP&A Workstation
Set up in one conversation. Your AI remembers where you left off. Transforms manual finance chaos into strategic business partnership.
From $99 · One-time purchase · Instant download
Before & After
From Manual Chaos to
Strategic Partnership
Old Way: Manual Finance Chaos
What most teams are still doing
New Way: AI-Native Workstation
What you get with this kit
Interactive Demo
Explore the Complete Workspace
Click through the actual folder structure. See how everything connects to create a compound learning system.
Session Starter Magic
Your AI loads context automatically and greets you with what's urgent, what's due, and where you left off. No more "wait, what was I working on?"
"Hey Sarah. Board package due in 4 days. March variance analysis ready to review?"100+ Battle-Tested Prompts
Copy-paste prompts for every finance situation. Organized by Daily Operations, Monthly Close, Board Prep, Strategic Analysis, and Troubleshooting.
Health Check Automation
Automatic diagnostics catch stale data, missing documentation, and broken automations before they cause problems. Your workspace stays fresh.
Built by a Practitioner
This Isn't a Template Pack
Built by a VP of Strategic Finance who got tired of rebuilding AI workflows every month. 50+ files. 100+ prompts. A complete onboarding experience. Real sample data you can test immediately.
Common Questions
Everything you need to know before you buy
Will this work with my AI tool?
The workstation is built for Claude Projects and Cowork environments (Claude Code, Cursor). The folder structure and file relationships are designed for tools that can read an entire directory as context. Individual components like the model spec template or playbooks can be used with any AI tool. We include specific setup instructions for each major platform. The magic is in the system, not the tool.
How long does setup actually take?
The onboarding conversation takes 15-20 minutes and configures everything for your company. You'll be running variance analysis and getting value within the first hour. Full automation buildout happens over 2-4 weeks as you use it.
What if I get stuck?
The kit includes a comprehensive troubleshooting guide, team onboarding flows, and everything is designed to be self-explanatory. Plus you get access to our community of finance professionals who've implemented this successfully.
Is this just templates or actual automation?
This is a complete system that creates compound automation. The templates are just the starting point — the real value is the architecture that makes your AI assistant learn your business and get smarter every month. It's the difference between scripts and a learning system.
Can my team use this too?
Absolutely. The kit includes team onboarding flows so anyone can start using the workspace in 10-15 minutes. Multiple people can collaborate on the same workspace, and everything stays organized and consistent.
Stop rebuilding
the same workflows
every month.
Your colleagues are still manually writing variance explanations and hunting through emails for business context. You don't have to be. Transform into the finance leader who figured out AI before everyone else.