Article · 6 min read
AI in the finance function — what's actually working in 2026
After two years of pilots, we've seen which AI tools meaningfully shorten month-end and which create more work. A pragmatic field guide.
Tools, playbooks & field notes
Resources for operators.
The diagnostics, playbooks and field notes we share with the founders and CFOs we work with. Free. Practical. No email required to download.
Downloadable tools
Print them, scribble on them, use them.
Diagnostic · 10 minutes
The CFO Readiness Scorecard
A 25-question diagnostic across reporting, cash, capital, controls and team. Surfaces — with brutal honesty — where a senior CFO would add the most value in your next 90 days.
4 pages · PDFDownload
Playbook · Cashflow
The 13-Week Cashflow Playbook
How to build, maintain and actually use a rolling 13-week cashflow — the same model we deploy on day one of every ReShaip engagement. Includes the weekly ritual and common mistakes.
4 pages · PDFDownload
Blueprint · Reporting
The Board Pack Blueprint
What a great monthly board pack contains — and what it leaves out. Eight-section structure, KPI dashboard reference, and the pre-read discipline that turns reading sessions into decision sessions.
3 pages · PDFDownload
Field notes
What we tell our clients.
Article · 5 min read
Fractional CFO vs. full-time hire — the honest economics
When does a fractional CFO make sense, and when do you genuinely need someone in the chair five days a week? A framework for founders.
Article · 8 min read
Preparing for a Series A in Australia — a 90-day plan
What a great Australian Series A process actually looks like, week by week, from the inside of the data room.
Article · 4 min read
How to close month-end in five business days
Most growing Australian businesses close in 12–15 days. Here's the playbook for getting it under five — without hiring anyone new.
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