Free Resources
AI & Digital Transformation Resources
Practical guides for business leaders exploring AI, automation, and digital transformation. No jargon, no fluff — just actionable insights backed by real implementation experience.
Template
AI Usage Policy Template for Finance Teams (UK)
A free, editable AI usage policy for UK finance teams: approved tools, data rules, human review, UK GDPR and governance roles. Read it and download the editable version.
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Research
The State of AI in Finance Teams 2026
Our flagship research report: adoption rates, the tools finance teams actually use, hours saved, and the AI skills gap — with the data behind it.
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Framework
The RACEF Prompting Framework
Role, Action, Context, Examples, Format — a five-part structure for writing AI prompts that produce consistent, accurate finance outputs.
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Framework
The F.A.I.R. Framework for Evaluating AI Tools
Fit, Accuracy, Integration, Risk — evaluate AI tools in finance with the rigour of a capital allocation decision.
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Blog
AI for CFOs: How Finance Leaders Are Using AI in 2026
A practical guide covering why CFOs need AI, top use cases, the skills gap, and how to get started with AI in your finance function.
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Blog
What Is a Fractional AI Officer?
Complete guide to the fractional AI officer role: when you need one, what they do, how they differ from full-time CAIOs, and typical engagement structures.
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Blog
Order-to-Cash Automation: The Complete Guide
Everything you need to know about O2C automation: common problems, what automation looks like, real results, and implementation timelines.
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Case Study
Order-to-Cash Automation Case Study
How a FTSE 250 manufacturer reduced DSO by 12 days and saved £2.1M annually through end-to-end O2C automation.
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Case Study
Healthcare Ambient Scribes Case Study
How AI ambient scribes helped NHS clinicians save 2 hours per day on clinical documentation.
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Case Study
Month-End Close Automation Case Study
How AI-powered automation reduced month-end close from 12 days to 5 days for a mid-market financial services firm.
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