AI+ for Financial Literacy
Understand the Numbers That Run Your World
Read the numbers. Ask the right questions. Defend your view.
You nod through the finance meeting. You check the bottom line and move on. You approve proposals because the narrative sounds convincing. This book closes that gap — without a finance degree. Using the READ Framework, you'll learn to read a P&L, balance sheet, and cash flow statement with AI as your analytical partner. You'll calculate key financial ratios, interrogate business cases with five pointed questions, and communicate financial insight clearly to any audience. Written for non-finance professionals who need the numbers to work for them.
- 24 ready-made, market-tested prompts: statement reading, ratio interpretation, business case analysis, financial communication, audience-tailored explanations
- The READ Framework — systematic approach to any unfamiliar financial document
- A financial ratio discipline that interprets liquidity, profitability, and efficiency without a finance degree
- A business case interrogation method — five questions that surface the assumption hiding the answer
- A 30-day plan for project managers, department heads, HR managers, operations leads, marketing directors, and team leaders building commercial fluency
Non-finance professionals with budget responsibility or financial reporting exposure — project managers, department heads, HR managers, operations leads, marketing directors, team leaders. Typically 5–15 years' experience in their field. Has never studied accounting or finance formally.
Also for:Early-career professionals building commercial awareness; students transitioning to roles with financial accountability; founders and SME owners without a finance background.
- Read and interpret the three core financial statements (P&L, balance sheet, cash flow) with AI assistance
- Apply the READ Framework to systematically analyse any unfamiliar financial document
- Calculate and interpret key financial ratios using AI to flag trends and anomalies
- Evaluate a financial proposal or business case and ask informed questions about its assumptions
- Present financial data clearly to both financial and non-financial audiences
- Diagnostic
- How financially literate are you?
- Chapter 1
- AI in Financial Literacy Right Now
- Chapter 2
- The Three Financial Statements
- Chapter 3
- Reading a Profit and Loss Statement
- Chapter 4
- Assets, Liabilities and Equity
- Chapter 5
- Cash Flow and Working Capital
- Chapter 6
- Key Financial Ratios
- Chapter 7
- Evaluating Financial Proposals and Business Cases
- Chapter 8
- AI Tools for Financial Analysis
- Chapter 9
- Communicating Financial Data
- Back matter
- Skill Summary · Recommended Next Reads · Glossary · Tool Reference
Built by an AI engineering firm — for non-finance professionals who want the numbers to work for them, not around them.