Playbook CFOs

Playbook CFOs

February 13, 2025

Discover the most completed roadmap for your finance department

We’ve put together everything a CFO needs to optimize financial operations—from strategy to execution. This is an entirely roadmap for CFOs to modernizing finance, streamlining processes, and making automation your best asset.

This exclusive Playbook includes:

  • Strategic Vision & Leadership
  • KPIs & Performance Metrics
  • Tasks & Project Management
  • Top Tech-Tools for CFOs
  • Digital Transformation Roadmap
  • Compliance & Regulation
  • Financial Health & Planning
  • Industry Insights & Trends

Plus, it includes ready-to-use templates like:

  • OKRs tracker
  • Finance tracker
  • Annual budget tracker
  • Finance & business alignment tracker
  • Eisenhower Matrix for Prioritization
  • RICE Scoring Framework for Project Management