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AI CFO Toolkit

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

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// what it looks like

Screenshots

  • Ai cfo toolkit financial visibility scenario modeling pricing
  • Finance ops cfo briefing runway unit economics cash burn
  • Pricing strategy van westendorp three tier framework founders
  • Scenario modeler conservative base optimistic revenue impact

// workflow at a glance

How the 5 phases connect

Financial modeling tools, pricing frameworks, scenario planning, and a CFO briefing template — one toolkit.

  1. Runway calculator and cash burn tracker

  2. Unit economics breakdown (CAC, LTV, payback period)

  3. Van Westendorp pricing framework

  4. Scenario modeler with conservative, base, and optimistic projections

  5. CFO-style briefing doc for investors

// the pain it removes

What this fixes

You are making big money decisions on gut feel because you cannot afford a CFO and spreadsheets are not cutting it.

for

The right buyer

Who this is for

Founders and operators who need financial clarity without hiring a CFO

not for

Who this is not for

  • · Looking for a magic shortcut — this removes friction, not effort.
  • · Want hand-holding consulting — buy a consulting hour separately.
  • · Need a guarantee for an exotic niche — email me before buying if unsure.

// frequently asked

Questions buyers ask

Do I need accounting knowledge to use this?
No. The toolkit translates CFO concepts (runway, LTV, payback period) into plain language with worked examples using small-startup numbers. If you can fill in a spreadsheet, you can use every piece.
What spreadsheet format does it ship in?
Google Sheets and Excel-compatible .xlsx, both included. The Van Westendorp pricing tool uses sheet-native formulas, no add-ons or scripts. Models open in Numbers on macOS too, though one chart loses formatting.
Is this overkill for a pre-revenue startup?
Not in my experience. The runway calculator and Van Westendorp pricing matter most before you launch. Unit economics modeling becomes useful the week after your first sale, and the investor brief unlocks once you have any traction story.
How is this different from just hiring a fractional CFO?
A fractional CFO runs $1,500-$3,000 a month and still needs you to gather the data. This toolkit gives you the same models a CFO would build, plus a structured way to present them to investors. Use both if you can afford it.
Can I use it for client work?
Yes, the single-user license covers your own consulting engagements. You can run the models for clients and present findings. Reselling the spreadsheets themselves is not allowed.

// ready to buy

AI CFO Toolkit — $29 one-time.

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