AI Toolkit for the SME CFO
A practical AI prompt library and workflow reference for CFOs and Finance Directors at SMEs (£5m–£50m turnover). 18 ready-to-use Claude prompts across board reporting, cash flow, audit readiness, banking, hiring, pricing, working capital, equity rounds, exit prep, succession, and crisis management.
What's inside
- 18 ready-to-use Claude prompts across board reporting, cash flow, audit readiness, banking covenants, hiring, pricing, working capital, equity rounds, exit prep, and crisis management
- A CLAUDE.md system prompt that calibrates Claude for the SME CFO context (not big-corporate FP&A)
- Owner-manager communication discipline — outputs adapted for non-finance audiences when needed
- 4-point solo-finance-role control framework — adviser referral, board-pack review, no confidential data in consumer AI
Who it's for
CFOs and Finance Directors at SMEs (£5m–£50m turnover) — sole or lead finance person, advising an owner-MD across the wide remit of an SME finance function.