Independent CFO tools
Recurring CFO questions without fit-for-purpose tools.
Context
Recurring CFO questions without fit-for-purpose tools.
Scope
Bankability dashboard, instalment analysis system, multi-bank loan and liability application, AI document-comparison prototype.
Approach
Single-file bilingual tools with transparent calculations and human verification.
Outcome
Working prototypes.
Skills applied
Product design · AI-assisted analysis
How this kind of work is done
- Document current processes and the reports management relies on.
- Design the chart of accounts, approval flows and controls in the new system.
- Migrate opening balances and run both systems in parallel for a period.
- Train users and hand over a monthly close checklist.
What a similar business can take from it
The same approach applies to companies facing a comparable question: start from the decision the numbers must support, make the records reliable, and keep the result simple enough for management to use every month.
Working prototypes.
Facing a similar challenge?
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