Foundation LLMs Cheat Sheet v2.0 (Cheat Sheet)

A plain-language comparison of the seven major LLM families available to finance teams in early 2026. Each model gets a consistent profile: key strengths, primary use cases, technical specs, recent updates, and CFO relevance rating. A quick comparison table and selection framework round out the guide.

• Side-by-side specs for GPT-5/5.2, Claude 4.5, Gemini 3, LLaMA 4, Mistral Large 3, DeepSeek V3.2, and Qwen 3
• Selection framework organized by use case: board comms, compliance, financial modeling, market research, private data, high-volume processing
• Recommendations by organization type: Fortune 500, mid-market, high-growth, and regulated industries
• Pricing tiers and deployment options (API, enterprise, self-hosted) for budget planning 

Best For- CFOs and CIOs evaluating which AI models to adopt, and FP&A leaders building AI strategy proposals

AI Assistant Interfaces Cheat Sheet v2.0 (Cheat Sheet)

Reviews the consumer and enterprise AI assistants that finance teams interact with daily. Goes beyond the underlying model to cover the interface, integrations, compliance features, and pricing that matter for procurement decisions. Organized by finance function with clear selection guides.

• Profiles of ChatGPT Enterprise, Perplexity Finance, Julius AI, Microsoft Copilot for Finance, Claude Enterprise, and more
• Selection guides for FP&A, Accounting, Treasury, IR, and Risk and Compliance
• Security and compliance comparison: SOC 2, GDPR, HIPAA, data training policies
• Implementation strategy with phased rollout and ROI measurement approach

Best For- Finance leaders selecting AI tools for their teams, and procurement teams evaluating enterprise AI subscriptions

Workflow Automation Platforms Cheat Sheet v2.0 (Cheat Sheet)

Maps the automation platform landscape for finance operations. Covers both traditional workflow tools and newer AI-native platforms, with specific attention to CFO office use cases like reconciliation, variance reporting, invoice processing, and compliance monitoring.

• Platform comparison: Zapier, Make, n8n, Lindy AI, and Gumloop with strengths and limitations
• Selection guides by finance function: FP&A, Accounting, Treasury, and Compliance
• 9-week implementation strategy from assessment through scale-up
• 2026 trend coverage: MCP protocol, agentic workflows, multi-agent systems, voice agents

Best For- Operations-focused finance leaders and IT partners evaluating automation platforms for the CFO office

AI Prompting Best Practices Guide v2.0 (Prompting Guide)

The most detailed resource in the kit. Covers six AI platforms with platform-specific frameworks, real CFO scenario examples, and the exact prompting patterns that produce better output. Each section includes before-and-after comparisons showing how small prompt changes create large quality improvements.

• Platform-specific frameworks: Structured Reasoning for Claude, Precision + Reasoning Control for GPT-5, GCES for Copilot, Clarity-First for Gemini, Research-Driven for Perplexity, Minimal Objective-Based for DeepSeek
• Real CFO examples: variance analysis, cash flow forecasting, industry benchmarking, financial reconciliation
• Official documentation links and prompt optimization tools for each platform
• Compliance and governance framework for enterprise AI usage

Best For- Every finance professional using AI tools daily, from analysts writing prompts to CFOs reviewing AI-generated analysis

AI Finance Opportunity Identifier (Claude Skill)

An interactive Claude Skill that walks you through a structured assessment of AI opportunities across the entire CFO office. It evaluates your current maturity, identifies high-impact use cases, scores them by effort and impact, and generates a complete Excel workbook with ROI calculations, a priority matrix, and a 12-month implementation roadmap.

• Covers all 10+ CFO domains: FP&A, Accounting, Treasury, Tax, Risk, Compliance, Reporting, IR, M&A, and Corporate Finance
• AI maturity assessment with four-level classification and tailored recommendations
• Effort/impact scoring with automatic prioritization of quick wins vs. strategic bets
• Auto-generated Excel workbook with editable assumptions, ROI calculator, and Gantt-style roadmap

Best For- CFOs building an AI strategy, FP&A leaders creating AI investment business cases, and transformation leads running readiness assessments

Sample Assessment Workbook (Excel (Sample Output))

An example of the Excel workbook that the Claude Skill generates after completing an assessment. Included so you can see the output quality and structure before running your own assessment. Your actual workbook will reflect your organization's specific inputs, maturity level, and priorities.

• Executive Summary tab with assessment overview and key findings
• Editable Assumptions tab where you can adjust inputs to update all calculations
• ROI Calculator with linked formulas that update automatically
• Priority Matrix, 12-month Roadmap, and Tool Recommendations tabs

Best For- Anyone who wants to preview the Skill's output before installing it (for illustration purposes only)