profile

CFO Pilot Newsletter

CFOPilot Website is Live!

Published 4 months ago • 1 min read

Hey Finance friends,

We launched CFOPilot yesterday and we got a LOT of new subscribers, comments, feedback, etc. I am glad there is so much interest for what we are building here.

Before you provide feedback on the website though...realize I "vibe coded" it myself. I will continue to make it better and will hire someone to make it really awesome.

But the content is on the website so go check it out! I will be adding lots of stuff in the coming weeks. Forward this to your finance/accounting teams and tell them to subscribe to CFOPilot because it will provide them with FREE:

  • Templates for finance/accounting
  • AI use-cases
  • All the best benchmarks
  • Email updates with the latest stuff
  • Software tool reviews, mapping, etc

Basically everything you need to run the "Office of the CFO".

Recent Benchmarks & Reports

Coatue’s 2025 EMW

Great macro update, public tech/AI trends, and state of the private markets. All very high-level but interesting data/trends/insights

The State of Go-to-Market in 2025

Great current GTM benchmarks for what top quartile companies look like today. Benchmarks about AI, pricing, sales conversions, costs, etc

Goldman Sachs Software Update (June 2025)

Great macro update on the state of software including metrics sliced by valuation premiums and other interesting insights on growth vs profitability

Recently Added Accounting Stuff

I got some good stuff for your accounting team this week. Forward this to your Controller to help them save time and money.

Chart of Accounts

Excellent chart of accounts and department list for a cloud/AI company.

​

Stock-Based Compensation (ASC 718) Policy

SBC policy template that covers all the basics you need for ASC 718 expensing and cap table management

Internal Use Software Policy

This file calculates the monthly salary and employer taxes for your current and future expected headcount.

Reply to this email and tell me what other templates you want to see!

113 Cherry St #92768, Seattle, WA 98104-2205
​Unsubscribe · Preferences​

CFO Pilot Newsletter

Written by The Captain

Everything you need to run the "Office of the CFO". Free accounting/finance templates, latest benchmarks, industry research, and more!

Read more from CFO Pilot Newsletter

Today's Sponsor: Cashboard "Our FP&A team used to spend 2 hours each week on one sales report. Now it runs itself 6x a week, doing 50 hours of extra work every month." That’s what one finance manager said after switching to Cashboard, the easiest way to automate FP&A analysis using AI. 📈Built by a former CFO who got tired of doing it all by hand. 👉Book a demo at www.cashboard.co Good Reads EU Data Act's Impact on Multi-Year Contracts If you have customers in the EU then read this! And send to...

about 2 months ago • 1 min read

👋Join the thousands of finance/accounting leaders getting the best resources and content straight to their inbox. Today's Sponsor: Cashboard "Our FP&A team used to spend 2 hours each week on one sales report. Now it runs itself 6x a week, doing 50 hours of extra work every month." That’s what one finance manager said after switching to Cashboard, the easiest way to automate FP&A analysis using AI. 📈Built by a former CFO who got tired of doing it all by hand. 👉Book a demo at www.cashboard.co...

2 months ago • 1 min read

👋Join the thousands of finance/accounting leaders getting the best resources and content straight to their inbox. Sponsored by Leapfin Ask Luca! “Help me reconcile invoices and payments” Meet Luca from Leapfin, your AI copilot for revenue data exploration and reporting – built for Finance teams who want more control, faster answers, and fewer engineering bottlenecks. Uncover potential discrepancies like revenue leakage, cash collection deficits, incomplete fee allocations, overused discounts...

3 months ago • 2 min read