Recordings and templates
One payment. A year of recordings and new templates.
Recorded training and ready-to-use templates for finance teams adopting AI: registers, checklists, policies and close tools. Built from our assessment work and updated as tools and rules change.
- One payment, no subscription: 12 months of access, nothing renews automatically
- Every recording, and every template, including new ones added each month
- Everything you download is yours to keep
- Excel, Word and PDF files you can edit and brand
- Free for clients while they work with us
Yearly membership
£295 for 12 months
One payment. All recordings and templates now, plus every new one for 12 months. After a year, buy another year for the same price, or keep what you have.
Book an AI Readiness Assessment within 3 months and we deduct the £295 from its price.
Already a member? Log in
Working with us on a service? Ask for your free access
What’s in the library at launch
Templates
- ExcelAI use register
Record where AI is used, who reviewed each output and why it was accepted. - WordAI policy for finance teams
Rules on which tools to use and what data must never go into them. - ExcelData-quality checklist
Monthly checks on reconciliations, suspense accounts and master data. - ExcelMonth-end close checklist and calendar
Tasks, owners and deadlines in one place. - ExcelBalance sheet reconciliation pack
Standard reconciliation formats with sign-off and evidence fields. - Excel13-week cash flow forecast
A weekly cash view with space for reviewed AI commentary. - PDFAI output review guide
What to check before accepting AI-drafted journals or commentary. - WordBoard AI reporting template
A one-page quarterly update on AI use and controls.
Recordings
- 2 hManagement accounts master class
Building a management accounts pack that leadership reads. - 1 h 19 minFinancial modelling
A working model from assumptions to outputs, with the matching Excel template. - 1 h 13 minFinance transformation and the use of bots in finance
Where automation fits in a finance team, and where it doesn’t. - 1 hCash flow with forecast
A weekly cash view and how to keep it honest. - 35 minAudit and consolidation exemptions
Who qualifies, and the workings to keep.
[Confirm the launch list and the recording descriptions.]
How it works
1 · Pay once
Pay securely by card. You create your login at checkout.
2 · Watch and download
Every recording and template is in your library straight away.
3 · A year of new content
We email you each time new templates or recordings are added. After 12 months, buy another year for £295 to keep receiving them.
Questions
Is this a subscription?
No. You pay once for 12 months. Nothing renews automatically. After a year you can buy another year for £295, or simply keep everything you’ve downloaded.
What happens after 12 months if I don’t buy again?
You keep every file you downloaded and can use them as long as you like. You stop being able to watch the recordings and download new templates until you buy another year.
Can my whole team use it?
Membership is for one person. For a team, contact us and we’ll set up access for everyone at a price that fits.
Can the price count towards your services?
Yes. Book an AI Readiness Assessment within 3 months of joining and we deduct the £295 from the assessment price.
We’re already a client. Do we pay?
No. Clients get free access while they work with us. Ask us and we’ll set it up.
Can I get a refund?
[Refund terms to confirm, in line with UK rules for digital content.]