Practical tools, templates, and training built for the modern accounting and finance workflow.
The AI Finance Toolkit
7 ready-to-use, easy-to-edit AI prompts built specifically for accounting, finance, reporting, analysis, and advisory work.
What You Get
7 detailed, ready-to-use AI finance prompts
Designed for real accounting and finance workflows
Financial analysis frameworks
Management reporting support
Forecasting and planning workflows
Strategic finance and advisory use cases
Customizable prompts for different companies, clients, and industries
$49 one-time payment
MANAGEMENT REPORTING
MONTHLY VIEW
REVENUE
$1.28M
MARGIN
34.8%
CASH
$412K
FEATURED RESOURCE
The CFO’s Dashboard
A practical management reporting system for turning raw accounting data into useful financial insight.
What You Get
CFO / Management Information Package in Excel, fully editable, including:
Executive financial dashboard
Key financial and operational KPIs
Financial statement summaries
Performance and return metrics
Management-level reporting views
Video training for turning raw data into polished management reporting
Editable AI prompt for customizing the package
Claude for Excel prompt for adapting companies, industries, KPIs, and reporting needs
Adaptable, downloadable Excel workbook
$99 one-time payment
FOUNDING MEMBER PRICING
Ledgility Academy
The complete Ledgility training program for building a more modern, valuable, and AI-enabled accounting and finance workflow.
What You Get
Full Ledgility training curriculum
Modern accounting workflow training
Practical AI implementation for accounting and finance
Management reporting and CFO-level deliverables
Financial analysis and strategic insight workflows
Cash flow forecasting and planning
Higher-value advisory service development
Hands-on demonstrations and real-world examples
Downloadable prompts, templates, models, and tools
Access to current Academy lessons
Access to new training and resources added to the Academy
Founding member access at the current founding member price
Want to learn more before joining? Visit the full Ledgility Academy page for program details.
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