Guides
Guides for CFOs
Plain answers to the questions CFOs ask about AI financial storytelling, board packs from NetSuite and reporting in Claude.
What is AI financial storytelling?
AI financial storytelling turns closed numbers into the story a board reads. It covers what moved, why it moved and what it means. Here is what the AI should do, what it should never do, and five checks before you trust a tool with your board pack.
AI variance commentary for FP&A teams
AI variance commentary explains why actuals moved against budget, forecast and last year, in words a CFO can sign. Here is what good commentary says, how AI drafts it from your close, a worked example and five checks before it reaches the board.
Board reporting AI for finance teams: tools compared (2026)
Board reporting AI for finance teams turns the monthly close into the story a board reads. Here is how finstory, Datarails, Fathom, Bob Finance (formerly Mosaic) and Claude connected straight to NetSuite compare: what each is built for, which systems it reads, whether it works inside Claude and who should pick it.