AI CFO Toolkit: orbital diagram with one body for each of its parts
  • Google Sheets
  • Excel
  • Van Westendorp
Category
Business & Growth
Format
Sheets + .xlsx · .zip
Delivery
Immediate digital delivery
toolkit Business & Growth Hot

AI CFO Toolkit

Make money decisions like a CFO, even if you have never had one.

Quick answer

AI CFO Toolkit is a financial intelligence toolkit that gives founders real visibility into runway, unit economics, pricing strategy, and scenario modeling.

$29 USD · one-time

Start order
  • Pay by PayPal or card
  • Files by email
  • Lifetime updates to v1

How it works

How it works in 5 phases

Financial models, a pricing framework, scenario planning, and an investor briefing template in one toolkit.

  1. Runway and burn

    A runway calculator and cash burn tracker to show how many months of cash you have left.

  2. Unit economics

    A breakdown of CAC, LTV, and payback period using your own numbers.

  3. Pricing research

    A Van Westendorp pricing framework built with native spreadsheet formulas.

  4. Scenario modeling

    Conservative, base, and optimistic projections side by side.

  5. Investor briefing

    A CFO-style briefing document for presenting the numbers to investors.

What this fixes

The problem

You make large financial decisions on instinct because a CFO is out of budget and your spreadsheets are not answering the questions.

Who it's for

  • Founders and operators who need a clear view of their finances without hiring a CFO.

Who it's not for

  • Companies that already have a finance team
  • People wanting ready-made spreadsheets to resell
  • Anyone who needs audited or tax-filing accounting

How ordering works

From order to first run

  1. Start your order

    Click Start order and send the short form. We reply with a PayPal invoice within 24 hours.

  2. Pay the invoice

    Pay securely with PayPal or a debit or credit card. No account needed.

  3. Receive the files

    The .zip download link is emailed to you immediately after payment.

  4. Install and run

    Copy the folders into ~/.claude/skills, restart Claude Code, then try the example prompts.

Common questions

Questions about AI CFO Toolkit

Still unsure? Ask us directly and you'll hear back within a day.

Do I need accounting knowledge?

No. Runway, LTV, and payback period are explained in plain language with worked examples based on small-startup numbers.

What format are the spreadsheets?

Google Sheets and Excel .xlsx, both included. The pricing tool uses built-in formulas with no add-ons. The files also open in Numbers, though one chart loses its formatting.

Is it useful before I have revenue?

Yes. The runway calculator and pricing research matter most before launch; unit economics becomes useful after the first sale.

How does it compare to a fractional CFO?

A fractional CFO typically costs $1,500–$3,000 a month and still needs you to collect the data. This gives you the same core models and a way to present them.

Can I use it for client work?

Yes, you can run the models for clients under the single-user license. Reselling the spreadsheets is not allowed.

AI CFO Toolkit $29 one-time.

Start order

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