Finance Storytelling with AI. Pre-sale. Tactic Financial Masterclass
·  Pre-sale  /  Releases second semester 2026   ·
Bonus masterclass · pre-sale open

Finance Storytelling with AI. From numbers to narrative. The commentary patterns that move boards.

Numbers do not speak for themselves. Boards remember stories. The gap between a good analyst and a great one is almost always here, in the writing nobody teaches. AI does not replace your judgment, but it can deliver structure ten times faster once you have the patterns.

The recording, the pattern library, the prompt pack for variance commentary, and the monthly to annual templates. All released together in the second semester of 2026. Lock in the pre-sale price now.

Release window
H2 2026
Format
Recorded · self-paced
Length
~90 minutes
Pre-sale
$97 / $197 at release
What you lock in

Pre-sale buyers get the full release. Plus everything below.

This is a real masterclass in production. Pre-sale is open because the work is committed. You are paying for the released product at a lower price, not the promise.

01
Full masterclass on release
The complete recorded session goes live in your library the day it ships in the second semester of 2026.
02
Pattern library and prompts
The commentary pattern library and the prompt pack for variance, drivers, and outlook. Tested against real boards.
03
Lifetime updates
When the masterclass gets a v2, you get it. No upgrade fee. Same login. Same account.
What is inside

Six segments. Commentary that reads like you wrote it.

01
The four narrative patterns
The structures that work in board materials. And the two patterns that backfire every time, even when the numbers are good.
02
Your commentary library
One time setup. Infinite reuse. Build a personal library AI can draw on so every month starts from your voice, not a blank page.
03
Variance commentary prompts
Prompts that produce commentary that reads like you wrote it. Tested against real variances, not a sandbox dataset.
04
The CFO edit
What to keep human after AI drafts. The three sentences you should never let an AI write.
05
Monthly, quarterly, annual
Templates for each rhythm. Different audiences, different cadences, different tone. Same library underneath.
06
Slides and exec summaries
From the long narrative to the one-page exec summary to the three-bullet slide. Turn one story into the right format every time.
Who it is for

If you write commentary every month, this is for you.

This is built for

FP&A managers, controllers, and business partners writing financial commentary on a regular cadence. People tired of starting from a blank page every close.

Analysts who want to be promoted into the room where the commentary is read, not just produced.

This is not for

People looking for generic AI writing prompts. Use Tactic On-Demand for that.

Anyone wanting to fully automate commentary with no review. The point of this masterclass is the opposite. AI drafts, you decide.

Taught by

Carolina Lago. 25 years of FP&A. Writes board commentary that gets read.

I have been writing board and exec commentary for a long time. For the last two years I have been doing it with AI in the loop, and the leverage is real, when the patterns are right.

This masterclass is the library I use today. It is being built from real monthly closes and real board cycles, not a sandbox.

Common questions

Honest answers, no asterisks.

When does the masterclass actually release?
In the second semester of 2026. I do not give a calendar week before the work is done. Pre-sale buyers get an email the day it lands.
Will the AI-written commentary sound like me?
That is the whole point of the commentary library you build during the masterclass. It is a one-time setup that makes every future draft start from your voice, not a generic model voice.
Which AI tools is this taught for?
Primarily Claude, with examples for ChatGPT. The patterns and prompts work across both. The pattern library is platform-agnostic.
What happens if I change my mind?
Full refund within 30 days of purchase, no questions. After that the masterclass and updates are yours when it releases.
Is this included in the AI-FP&A Accelerator?
Yes. If you are enrolled in the Accelerator this masterclass is part of your package. The pre-sale here is for people who want this on its own.
Reserve your seat

From a blank page to a better story, every close.

Released in the second semester of 2026. Pre-sale price locked in for life. One payment, no subscription, lifetime access.

$97 $197
Save $100 . pre-sale price ends at release
Reserve at pre-sale price