AI Toolkit for SME CFOs (Free Download)

Download the toolkit: Click here to download the PDF → — 11 pages, ~45 KB, Navy & Mint branded, 6 AI platforms + 25 starter prompts. Free, no signup required.

Free, no signup required. Last reviewed May 2026.

Five AI configurations for finance leaders of growing businesses — cash management, banking covenants, board reporting, fundraising.

What's inside

• CLAUDE.md with CFO-grade decision lens
• ChatGPT Custom Instructions
• Microsoft Copilot agent prompt
• Google Gemini Gem
• Perplexity Space for CFO research

Built-in: cash impact → P&L impact → strategic implication → people impact lens, 13-week cash forecast format (weekly buckets with running balance), board memo template (TL;DR → key numbers → what changed → recommendation), covenant proximity checks, and the conservative-not-cheerleader voice the board expects.

Who it's for

The only senior finance person at an SME with €1m–€50m revenue. Common path: ACCA or CIMA → Finance Director → CFO.