Cash Flow Forecasting Help for FP&A & Finance Teams

I help you select, apply, or build the right AI tools for cash flow forecasting—so you can improve accuracy without wasting time or budget.

Need AI help behind the scenes?

Let me make cash flow forecasting the easy part—get expert guidance choosing the right tools

How I Support You

I help finance teams apply AI to cash flow forecasting—no guesswork, no hype, no generic solutions.

Tool Selection & Setup

I help you select, apply, or build the right AI tool for cash flow forecasting—tailored to your data, timeline, and team.

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Model Review or Custom Model Build

Whether you’re using an off-the-shelf tool or building your own, I’ll review the logic or design a model that fits how your business actually runs.

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Forecast Process Redesign

I modernize how your inputs flow into the forecast—streamlining messy sheets, syncing source data, and making updates effortless.

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Prompt Engineering & Output Control

Using a commercial AI tool? I tune your prompts and inputs to deliver consistent, useful results—even from black-box models.

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Why Finance Teams Work With Me

I’ve already reviewed the tools – No need to waste cycles trialing five platforms. I actively test commercial AI forecasting tools and know where each one excels—or breaks.

I modernize the process, not just the tech – I don’t just layer AI on top of broken spreadsheets. I help you redesign your actual forecast process for how business works today.

I build or validate your model, if needed – Need a custom model? I’ll scope and deliver one. Already have one? I’ll evaluate its accuracy and assumptions against real-world performance.

I tune prompts and workflows to your data – Whether it’s GPT, Claude, or a niche model, I engineer prompts and workflows tailored to your inputs, your edge cases, and your language.

Use me when:

  • You’re not sure which AI tools actually work for forecasting

  • You’ve tried AI forecasting tools but the results don’t feel usable
  • You want to modernize your process without rebuilding everything
  • You need help translating real-world edge cases into model inputs

  • You’d like a second opinion before rolling it out to leadership

How to Work With Me

AI forecasting help, when and how you need it

Use me to select tools, refine your setup, or improve the accuracy of what you’ve already built.