Tool Selection & Setup
Cut through the noise—I’ll help you choose and configure the right AI tools for cash flow forecasting that actually work for your team.
Key Features
Aligned With Your Workflow
I assess your current finance process to ensure the tools you adopt integrate smoothly—no forced overhauls.
AI That Fits Your Team
From lightweight assistants to full platforms, I recommend tools that match your team’s skill level and decision needs.
Fast, Focused Setup
I handle the configuration so you’re not stuck in endless onboarding or tuning sessions.
Vendor-Agnostic Guidance
My only agenda is clarity—I don’t sell or resell tools, so my advice is built on results, not commissions.
Future-Proof Options
I evaluate how tools scale and adapt, so you’re not locked into something that breaks as your needs evolve.
Hands-Off Handoff
Once setup is complete, your team can run with it—no long-term dependencies or hidden support traps.
Choosing the right AI-driven forecasting tool isn’t about picking the most expensive or most hyped option—it’s about selecting what works for your finance team’s actual needs and getting it running without friction. I cut through the noise to help you choose tools that align with your workflows, goals, and tech comfort level.
From initial assessment through full setup, I handle the heavy lifting so you don’t waste time in vendor demos or generic templates. Once configured, your team gets a clean handoff—ready to move forward without relying on outside support.
Other Services
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.
Forecast Process Redesign
I modernize how your inputs flow into the forecast—streamlining messy sheets, syncing source data, and making updates effortless.
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.
Get the Right Tools, Without the Guesswork
Let’s make sure your team starts with the best-fit solution—fully set up, fully yours.