Free starter pack
Try one useful routine.
Five practical business-finance prompts plus a 15-minute weekly money check-in.
Best when you want a low-friction first win.
Get the free packAI business toolkit
Save time. Cut costs. Grow smarter.
Practical AI tools for the work that keeps your business moving—designed to be useful, clear, and ready when you are.
Five practical finance prompts. No card or account needed to start.
PromptPilot workspace
TodayStart with a real task
Draft a friendly overdue invoice reminder.
Finance prompt
Your quick win
Minutes, not hours.
Clear work. Better next steps.Marketing
Sales
Finance
Guidance, efficiency, growth
Built for owners who need traction, not more tabs.
01
Marketing that sounds like you
Turn a rough idea into posts, campaigns, and client-ready copy without the blank-page spiral.
02
Finance with fewer loose ends
Use clear prompts and spreadsheet workflows to plan, review, and move on with confidence.
03
Operations that stay human
Build repeatable checklists, proposals, and SOPs that give your team back useful hours.
The paid upgrade
The finance workbench for the next 30 days.
Move from scattered money tasks to a practical sequence for cash flow, invoices, planning, and repeatable finance routines.
A useful first prompt
Turn a cash-flow question into a weekly next step.
Use this sample to see the level of clarity the Toolkit is built for. It is one task—not the full workflow.
Start with five free promptsWeekly cash-flow check-in
Sample promptPrepare these inputs
- Current bank balance
- Invoices expected in the next 14 days
- Bills, payroll, and other payments due in the next 14 days
- Any unusual expense or timing change
Copy into your AI tool
“Using the information below, create a simple two-week cash-flow check-in. Show money in, money out, the likely ending balance, and three questions I should answer before I make a spending decision. Keep assumptions separate from facts and flag missing information.”
Educational example only. AI can miss context or make errors—verify every number, assumption, and decision before acting. This is not tax, legal, accounting, or financial advice.
Choose your starting point
Start with the right amount of support.
Start free for a quick finance win. Choose the Toolkit for a complete implementation path, or the membership for one guided finance task each week.
$99 finance toolkit
One-time purchasePut your finance work in order.
The prompt library, cash-flow workflow, planning tables, checklists, SOP builders, and 30-day plan for a structured next month.
Best when you are ready to build a repeatable system.
Works with common AI tools such as ChatGPT. Digital access after checkout. Educational only; verify before acting.
$19/month membership
A fresh Finance Focus every Friday.
One workflow, worksheet, prompt, short lesson, and five-minute review for the next finance task on your list.
Best when you want a guided weekly rhythm and a growing task-based archive.
See membership detailsStart here
A clear first month, not a pile of prompts.
This is the member onboarding sequence for the prepared Finance Focus themes. Work through it at your own pace as releases are available in the member archive.
Start with summarized expected payments, planned bills, and dates—not sensitive records. Review every AI output against your own information.
- Week 1
Cash Flow Clarity
Build a simple 14-day cash map from summarized expected payments, planned bills, and dates.
- Week 2
Get Paid Faster
Set up a clear, professional follow-up rhythm for open invoices.
- Week 3
Pricing & Profit
Review the assumptions behind an offer before making a pricing decision.
- Week 4
Expense Cleanup
Create a straightforward process for reviewing recurring business expenses.
Before you choose
A few clear answers.
Practical details for choosing the right place to start.
A better workday starts here