You’ll find curated AI tools for finance, prompts, smart templates, automation workflows, and downloadable checklists designed to simplify tax, accounting, and business operations.

Finance professionals, founders, and creators who want practical AI—clear steps, ready-to-use prompts, and tools that improve productivity without steep learning curves.

Both. We list free options where they’re reliable and note paid tools when they offer better accuracy, security, or ROI. Each item mentions pricing and best-fit use cases.

We test tools in real workflows (tax, accounting, reporting, content ops), check data-handling and security notes, compare outputs with baselines, and include pros/cons plus when not to use a tool.

Yes—when relevant we include India-specific notes (forms, due dates, Deductions, GST categories) and link to official sources. Use outputs as drafts; final filings must follow current law.

Yes. Most resources include role → task → include → style → quality-check prompts and a short SOP so you can replicate the result quickly.

Use our simple model: Benefit/month = (hours saved × blended rate) + (errors avoided × cost/error) + cash acceleration from DSO cuts. Compare with total monthly cost to see payback.

Downloads are scanned before upload. Templates don’t collect personal data. When a tool sends data to a third party, we flag it and link to the vendor’s privacy policy so you can decide.

Yes, for your firm or clients. Resale or re-publishing the files “as is” isn’t allowed. You may adapt them inside your engagements.

We review tools monthly and update faster when major model changes ship. Recently updated items are marked so you always see the latest guidance first.

The Directory is a broader listing by category; this Resources page is hand-picked with workflows, prompts, and downloads that we personally use and recommend.

Use the contact form to request a new template, ask for a workflow, or flag any problem. We prioritise high-impact finance and compliance use cases.