The flagship · Finance AI Workspace

Where finance work actually gets done.

One live dashboard for the work finance teams do every month: variance, cash flow, KPIs, month-end close, aging, scenarios and board packs. Editable, always recalculating, exportable to Excel, with an AI prompt built into every view.

Instant digital access · no subscription.
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The problem

Finance work is scattered across spreadsheets, email and docs.

Every month you rebuild the same workbooks, chase the same numbers and reformat the same reports. Reporting feels stressful because the work underneath it is disorganised. Finance AI Workspace gives that work one organised home, so the numbers are always live and the report is the easy part.

Why finance teams need it

One organised home for your finance work.

Live, not static

  • ✓Type in your figures and totals, ratios and charts update instantly
  • ✓No fragile formulas to maintain
  • ✓Materiality flags and RAG status built in

Yours to keep

  • ✓One-click export to Excel, any workspace or all at once
  • ✓A one-time purchase, no subscription
  • ✓Your data stays in your browser

AI where it helps

  • ✓A ready-to-run prompt in every workspace
  • ✓Board-ready commentary from your own numbers
  • ✓You stay in control, human review first

Inside Finance AI Workspace

Ten finance workspaces, one live tool.

Everything a finance month runs on, in one place, each workspace editable, recalculating and exportable to Excel.

  • Variance analysis · budget vs actual
  • 13-week cash flow · rolling forecast
  • KPI dashboard · RAG status & trend
  • Month-end close · tracker & owners
  • AR / AP aging · overdue & chase list
  • Break-even · contribution & safety
  • Scenario planner · best / base / worst
  • AI prompt library · finance prompts
  • Summary & board pack · live roll-up
  • One-click Excel export · no lock-in

Who it's for

Built for finance professionals who want clearer answers.

Made for

  • ✓Accountants & senior accountants
  • ✓Financial analysts & FP&A professionals
  • ✓Finance managers & controllers
  • ✓Owner-managers & growing finance teams

Especially if you're…

  • ✓Rebuilding the same spreadsheets every month
  • ✓Spending too long reformatting reports
  • ✓Wanting board-ready output faster
  • ✓Protecting accuracy, controls and confidential data

Get started

Get the Workspace.

$99$149CAD · one-time
Launch price · instant digital access · no subscription.
Get the Workspace
The Practical Value Guarantee. If you genuinely work through Finance AI Workspace and don't find at least a few practical ideas, prompts or workflows you can apply to your finance role, get in touch within 14 days and we'll work with you to make sure you get value from your purchase.

FAQ

Quick answers.

What's included in Finance AI Workspace? The live dashboard with ten finance workspaces: variance, 13-week cash flow, KPIs, month-end close, AR / AP aging, break-even, scenarios, an AI prompt library, and a summary and board pack. Plus one-click Excel export, an AI prompt built into every workspace, and a start-here guide.

Do I need any other tools or subscriptions? No. Finance AI Workspace runs in your browser and works entirely on its own. Enter your numbers, work across the ten workspaces, then export to Excel when you're done. There's nothing else to buy and no subscription.

How is it priced? A single one-time payment of $99 CAD (launch price, normally $149). You keep it, with free updates to the current edition.

Can my team use it? Yes, within one organisation. It may not be resold, redistributed or used as a deliverable for external clients. See our Terms.

Got the tools, but want them applied to your process?

Finance AI Workspace gives you the tools. The Finance AI Workflow Review applies them to one real finance process inside your organisation.

Explore the Workflow Review →