01
The Brief
For senior professionals · Finance · Property · Hospitality

Where experienced professionals turn AI into unfair advantage.

You've spent decades building domain expertise. Here's how to compound it with AI, without starting from scratch.

Free Claude Finance Runbook →
Indicator · 01
6.4 days
Average month-end close
APQC benchmark · AI target 2–3 days
Indicator · 02
38%
Finance team time on transaction processing
Reclaim it for strategic work
Indicator · 03
45 min
To read The AI Playbook and know where to start
Free download
02
Methodology

The deployment sequence.

Five stages, in order. Skip a stage and the advantage fails to compound. Each stage names the owner, the artefact, and the check that keeps judgement with the professional.

Phase A
Decision
Phase B
Build
Phase C
Scale
01
Map
02
Decide
03
Deploy
04
Govern
05
Compound
Owner
You
Artefact
Decision map
✓ Governance check
Where does AI create measurable advantage?
Owner
You
Artefact
Deployment brief
✓ Governance check
Which workflow first, and why this one?
Owner
You + AI
Artefact
Workflow draft
✓ Governance check
Does the output survive a senior review?
Owner
You
Artefact
Review protocol
✓ Governance check
What must a human verify before sign-off?
Owner
The team
Artefact
Documented playbook
✓ Governance check
What is reusable for the next workflow?
Judgement before tools. The decision precedes the deployment.
Documented before scaled. The playbook precedes the team.
Owner before automation. A name sits on every artefact.
03
Application

Where the sequence meets the desk.

The same five stages, rendered for each sector. Click a row to expand.

38% of the team's time goes to transaction processing. AI doesn't replace judgement. It eliminates the checkbox work so the team can focus on what the numbers mean.

01 AP recon.
02 Variance narrative
03 Sign-off packet
Governance checkEvery stage has a named owner and an artefact that leaves a paper trail.
05
The Playbook

You are not behind on AI. You are exactly who it was built for.

The professionals who think they're late to AI are the ones best positioned to use it. Decades of domain expertise is the multiplier, not the obstacle. The Q2 2026 edition of The AI Playbook maps the tools, the landscape, and four worked scenarios from the desks of senior operators. One 45-minute read.

Written by a former PwC Senior Assurance Associate and Head of Finance. Field-tested across four businesses in finance, property, and hospitality.

One email. One PDF. The edition hits your inbox in 90 seconds. No sales sequence, no phone call.

06
Catalogue

Platform Mastery Guides.

Three deep-dive guides, one per major platform. Every feature, every workflow, every prompt tested in a professional context.

The ChatGPT Playbook
ChatGPT · OpenAI · Guide 01

The ChatGPT Playbook

The most versatile platform. Voice mode, Agent Mode, Deep Research, custom GPTs, and 30+ prompts for finance, strategy, and operations.

The Claude Playbook
Claude · Anthropic · Guide 02

The Claude Playbook

Built for depth. Long-document analysis, contract review, and precision reasoning where accuracy is non-negotiable.

The Google AI Playbook
Google AI · Gemini · Guide 03

The Google AI Playbook

Gemini across Workspace, NotebookLM as a research engine. The tools you already use, working significantly harder.

The Claude Power-User Playbook
The Power-User Series · General audience · Non-technical

The Claude Power-User Playbook

A different job from the three guides above: a non-technical walkthrough of running Claude itself as a system. The three surfaces, a memory that compounds, your tools connected safely. Whatever your field.

$47
One-time · instant PDF
Read the guide →