Free PDF · for finance teams

Save up to 15 hours a week on repetitive finance work.

Download the free 18-page playbook — 21 ready-to-run AI workflows for month-end close, reconciliations, reporting and analysis, built with the guardrails finance teams need.

  • Month-end close & reconciliation prompts
  • Variance, accruals & reporting workflows
  • Review steps & control guardrails for finance
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What's inside

Three short sections your team can put to work this week.

The 21-play library

Copy-paste AI workflows for the grind across AP, month-end close, FP&A and procurement — reconciliations, accruals, variance analysis and board-ready commentary.

The safe-to-automate map

What to hand to AI vs. keep human — with a one-line rule that keeps you audit-ready and your data protected.

The first-week plan

The 5 plays to run first for the biggest time win, so the hours come back in days — not next quarter.

Plays for every finance function
Accounts payable Accounts receivable Month-end close FP&A & forecasting Procurement Treasury & cash Tax
15h
saved per week, on average
2 days
cut from a typical month-end close
21
ready-to-run AI plays inside
"We ran three plays from the reconciliation section and cut two full days off our month-end close. The safe-to-automate map is what got it past our auditors."
CF
Claire FenwickFinancial Controller, 40-person SaaS
Not a hype piece

It's not "AI will replace finance." It's 21 specific, low-risk plays with the controls and review steps finance actually needs.

Quick questions

What format is it?
An 18-page PDF with copy-paste prompts and checklists. It lands in your inbox the moment you sign up.
Is it safe to use AI with financial data?
The safe-to-automate map shows exactly what to anonymise, what to keep in-house, and where a human sign-off is non-negotiable — so you stay compliant.
Do I need special tools?
No. Every play works with the AI assistant you already have plus your existing spreadsheets and accounting system.
Is it really free?
Yes — no card, no trial. Save your 15 hours first; decide about Ledgerly later.

Get 15 hours back — starting with this playbook.

Drop your email and the PDF is in your inbox in seconds.

Instant download. No spam — unsubscribe in one click.
Thanks — check your inbox for the playbook.
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