How to Stop Being the Person Who Chases Everyone for Board Materials
You're not a CFO — you're a project manager with a finance degree. A 4-step handoff process that cuts board prep from 7 days to 2.
You're not a CFO — you're a project manager with a finance degree. A 4-step handoff process that cuts board prep from 7 days to 2.
AI isn't the problem. Generic AI tools don't understand your chart of accounts, can't cross-reference your data sources, and have no audit trail.
In big companies, there are whole departments for treasury, risk, and board governance. In your startup, it's all one person. A framework for deciding what to take off your plate first.
You'll never predict every 'what if' question your board will ask. But presenting three scenarios pre-emptively kills 80% of them.
AI can't tell you why revenue dropped — you lived that story. But it can catch the discrepancy between your revenue slide and your cash flow before a board member does.