Automate the Tedious.
Focus on What Matters.

The AI Controller Toolkit handles the time-consuming accounting work — reconciliation, diagnostics, audit mapping, and month-end close — so your finance team and leadership can focus on strategy, decisions, and growth.

See the Toolkit Free Financial Health Checklist
4 Tiers of financial tools
15 Automated close steps
0 Data sent to the cloud
100% Runs on your machine

The Problem

Finance leaders and business owners shouldn't spend their time on manual reconciliation, data processing, and repetitive reporting. The AI Controller Toolkit automates those lower-level accounting functions so your team can focus on the work that actually moves the business forward.

Four Tiers. Four Problems Solved.

Tier 1

Spreadsheet Kit

$97

A customized accounting guide for your team — chart of accounts, workflows, close checklists, and an AI workspace configured to your books.

  • 20–35 page accounting guide (Word doc)
  • Claude Code workspace auto-configured
  • 6 accounting workflow templates
  • Setup script — runs in under 10 minutes
  • No coding required

Best for: Companies with 2–20 employees who need their books documented properly.

Buy Now — $97 Learn More
Tier 2

Financial Diagnostic

$497

A structured analysis of your P&L, balance sheet, and AR aging — with ranked findings and actionable recommendations.

  • 5-module analysis (revenue, margin, expenses, balance sheet, AR)
  • Findings ranked CRITICAL / WARNING / OBSERVATION
  • Plain-English recommendations
  • Executive summary for your board or lender
  • Runs in seconds from your CSV exports

Best for: Companies with 10–100 employees who need to understand what their numbers actually mean.

Buy Now — $497 Learn More
Tier 3

Automation Audit

$1,497

Maps every manual process in your business, calculates the cost, and delivers a prioritized 90-day automation roadmap with ROI.

  • Process waste analysis with dollar figures
  • Automation opportunity scoring
  • Tool stack redundancy check
  • 3-phase 90-day implementation roadmap
  • ROI estimates per opportunity

Best for: Companies with 20–200 employees growing revenue but watching margins shrink.

Buy Now — $1,497 Learn More
Tier 4

Stop-Gap CFO Close

$2,997

A complete month-end close: 15 automated steps, variance commentary, and a team kit your staff can run every month.

  • 15-step close process (bank recon, TB review, JE validation, cutoffs)
  • Close Report with status per step
  • Variance Commentary Memo (board-ready)
  • Team Kit — 3 Python scripts for ongoing use
  • Self-serve OR managed by our finance team

Best for: Companies whose controller left, whose close is late, or who need CFO-level output on demand.

Buy Now — $2,997 Learn More

How It Works

1. Buy Your Tier

Choose the tier that matches your problem. Purchase online. Instant delivery to your inbox.

2. Drop In Your Data

Export CSVs from your accounting system (QuickBooks, Xero, Sage — any platform). Follow the Getting Started guide.

3. Get Your Deliverables

Run the toolkit on your machine. Formatted reports, analysis, and action plans — generated in seconds. Yours to keep forever.

Your Data Never Leaves Your Machine

Every CSV stays on your hard drive. Every report is generated locally. No API keys, no cloud uploads, no third-party data transfers. Your financial data is yours — period.

Start Anywhere. Grow Naturally.

Each tier solves a specific problem — and each solution creates the conditions for the next. Most companies start with Tier 1 or Tier 2 and add tiers as their needs evolve.

Tier 1 — $97

Document your books

↓

Tier 2 — $497

Understand your numbers

↓

Tier 3 — $1,497

Fix your inefficiencies

↓

Tier 4 — $2,997

Run your close like a CFO

Frequently Asked Questions

No. Each tier comes with a plain-English Getting Started guide. You export CSVs from your accounting system, drop them into a folder, and run one command. The toolkit handles everything else.
Any system that can export CSV files — QuickBooks, Xero, Sage, FreshBooks, Wave, and most others. If you can export a P&L or trial balance as a CSV, you're good.
Yes. Everything runs locally on your computer. No data is uploaded to any cloud service. No API keys are required. Your CSVs never leave your machine.
No. The AI Controller Toolkit produces management deliverables — guides, diagnostics, roadmaps, and close reports. It does not verify the accuracy of underlying records or provide audit assurance. It is not a substitute for legal, tax, or audit services.
Yes. You buy the toolkit once and own it permanently. Run it as often as you want — monthly, quarterly, or whenever you need it.
Each tier is standalone. Buy only what you need. If you want more later, you can add tiers individually at any time.
If the toolkit doesn't work as described, contact us within 14 days for a full refund. We stand behind the product.

Ready to upgrade your financial operations?

Start with the tier that matches your biggest problem.

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