Finance AI & workflows,
made practical.
JPS Finance helps businesses improve finance workflows and apply AI where it adds real value.
We review how work gets done, test practical AI opportunities and provide clear recommendations for what to improve next.
We test the possibilities. We review the workflows. You decide what happens next.
Finance is changing. Your workload is not getting smaller.
Finance teams are expected to produce more, respond faster and maintain strong controls — often while relying on manual processes and disconnected systems. The real challenge is knowing what is actually useful.
Research, reviews and practical next steps.
We don't just discuss AI. We apply it.
The introduction above was presented by an AI avatar.
The presenter was generated, not filmed. It is a deliberate demonstration of the JPS Finance approach: we do not only discuss emerging AI capabilities — we test them, apply them and examine what they can practically achieve.
The Money Lab
The Money Lab is a public AI experiment documenting how emerging tools are used to create content, test ideas, build workflows and develop digital income streams from the ground up.
It is separate from JPS Finance, but the practical lessons, tools and experiments help inform our wider understanding of what AI can — and cannot — do.
Practice, not theory.
Research that leads to action.
JPS Finance publishes practical research into AI, finance tools and modern workflows. Our research helps businesses stay informed — and our advisory work helps them decide what to do next.
Understand the work. Solve the real problem.
The goal is not to remove human judgment from finance. It is to make finance work clearer, more efficient and better supported.
We test AI tools and finance workflows so you don't have to.
Finance AI changes weekly — new tools launch, features evolve, pricing shifts. We continuously evaluate what's new and update our recommendations when meaningful changes happen, so you stay current without spending hours testing every tool yourself. Everything we publish is built to help you make better decisions with confidence — practical and useful, never hype.
The Finance AI Quick-Start Checklist.
Five tools, five use cases, ready to put to work this week. A one-page shortcut to using AI in finance — no fluff, and no sales call required.
- 5 tools worth your time
- 5 practical use cases
- Where to start safely
Five tools, five use cases — one page.
Get the free checklist →Enter your email, download instantly. No spam — unsubscribe anytime.
Resources that keep up with Finance AI.
Finance AI changes weekly — new tools, new features, new pricing. So these aren't static PDFs: every guide, evaluation and template is reviewed and refreshed as the landscape moves. You're buying a maintained resource, not a one-off download.
Finance AI Prompt Pack
30 ready-to-use prompts for variance analysis, board packs, AP queries and cash-flow commentary. Periodically refreshed with new prompting techniques and workflows as the tools evolve.
The Living Guide to Finance AI Tools
A continuously maintained guide to which AI tools, workflows and automation systems are worth your attention — what they do, where they help, where they don't. Updated regularly to reflect major developments and new releases.
The Complete Finance AI Toolkit
Every JPS resource in one place — the Living Guide, the Prompt Pack and an Excel AI template. Tool evaluations, prompts and templates, reviewed and refreshed as the ecosystem changes.
Instant download · free updates · secure Stripe & PayPal checkout
Want us to look at your actual workflow?
Clear, fixed pricing — book directly, no back-and-forth email. We review how your finance work gets done and tell you exactly what to improve next.
A focused, one-off review of one finance workflow, with written recommendations you can act on.
- ✓60-minute review call
- ✓Workflow & current-process review
- ✓Prioritised written recommendations
- ✓AI & automation opportunities, ranked
- ✓Clear next steps
Ongoing, embedded support as you put AI and workflow changes into practice.
- ✓Weekly advisory call
- ✓Async access between calls
- ✓Workflow & AI roadmap, maintained
- ✓Hands-on guidance as you roll out
Not ready for a call? Start with the $49 guide above — most people do.
Start with a finance workflow review.
You don't need an AI strategy before speaking with us. Start with the work you want to improve — we'll review the process, identify the underlying issues and assess whether the best next step is AI, automation, workflow redesign, or a combination of all three.
Independent · Practical · Toronto-based, globally available