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Free Toolkit

The AI operations toolkit: run your back office on autopilot

Six plug-and-play tools that chase invoices, report your finances, capture meeting action items, onboard new clients, and speed up decisions.

What's inside

  • Meeting Action Items β€” Turn a meeting transcript into tracked action items automatically.
  • Claude Code Concepts β€” The core concepts you need before your first real Claude Code session.
  • Onboarding Automator β€” Make sure a new customer never falls through the cracks after they sign.
  • Invoice Collector β€” Chase overdue invoices with the right tone, automatically, without the awkwardness.
  • Decision Framework β€” Turn a fuzzy "should I do X?" into a structured, defensible decision in 20 minutes.
  • Financial Reporter β€” Close your books and see your real runway, pulled straight from Xero.