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Free companion toolkit

rebuiltfinance.ai

Start Monday with the people and tools you have.

The activity inventory, judgment test worksheet, agent job descriptions and prompt packs, Workbench reference, command center designs, amnesty kit, release playbook, quick wins, control matrix, learning program, cost guide, the numbers behind the story, and the Finance Rebuild Workplan.

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Chapter 1 excerpt

Start with a Clean Sheet

Read an excerpt from Chapter 1.

The board met on the second Thursday of the month, and Mark Bennett had three slides nobody wanted to present.

The first showed the cash forecast finance had given the board at the start of the quarter and the cash the company had actually ended with. The gap was not large enough to threaten anything. It was large enough that Helen Ashby, who had chaired the board for six years and remembered every number anyone had ever given her, had asked about it twice before the meeting started. Behind her question sat a date. The company’s revolving credit line came up for renewal in fifteen months, and the bank had seen the same forecast.

The third slide was the one Mark had argued about with himself for a week. It was a single quotation from the operating leaders’ survey Vivian Cole had commissioned in the spring: “Finance tells us what happened. By the time they tell us, it’s too late to matter, and when we ask for help, the answer is usually no.”

Nobody in the room was surprised by any of it. That was the problem.

Helen let the silence run a little longer than was comfortable. Then she said what she had come to say.

“This is a good company. It’s growing. It’s profitable. The finance team works hard and passes its audit. None of us thinks finance is failing.” She looked at Mark. “But we think it can be something it isn’t yet. We want finance to see problems before they’re problems. We want it to help the business leaders run their businesses, not just score them. And we want the people in it to come out of this more capable than they went in.”

Vivian picked it up. They had clearly rehearsed. “We want you to rebuild finance as an AI-native function. Not a pilot. Not a project. The function.”

Excerpt from Rebuilt Finance. The company and its people are fictional composites.