The CFO Lab

It's missing two zeros.

A founder turned down a life-changing offer this week. What he saw that the buyer didn't.

My favorite model lost.

A blind test on my own client documents. I picked against it 77% of the time.

what's actually working in agentic finance

8 operators. 90 minutes. Off the record.

Week 6. The first surface.

By week six, the AI started showing me things I'd forgotten I knew.

The belief that's ruining your finance AI

The architecture that makes hallucinated numbers structurally impossible.

3 founders found money you would've walked past

50% overhead cut. 23% shipping recovered. A 6-figure business hiding in plain sight.

I'm not paid to be paranoid

I used to be the antibody. Now I curate exceptions.

I have the cure for amnesia

Two types of memory. One gatekeeper. Zero blind spots.

I paid $500K for filthy books

Three years. Expensive lesson. One scanner.

Two spreadsheets disagreed. The deadline didn't care.

One of them was wrong. Both teams were confident.

I have trust issues with revenue growth

I pulled 15,000 transactions. The story changed.

Revenue dropped 27%

Compared to what?

My AI roasted me

4.5% airtime. In my own meetings.

An email 10Xed my meetings

The US President gets one every morning. Now you do too.

The secret file that cures AI amnesia

One file turns a generic AI into yours. Here's how to set it up.

I hired Warren Buffett (and you can too)

And he reads every P&L with me now.

Airbnb's $7B Secret (You Have One Too)

The number your P&L won't show you.

Something I built for you

The gaps you didn't know were holding you back

Closer in 2026