The AI Stack We Recommend
Every tool on this page is one we use with real clients. Some links are affiliate links — we earn a small commission at no extra cost to you.
Automation & AI
The foundation of every system we build
Zapier
Connects 6,000+ apps. The #1 tool we use with every single client. Start here.
Try Zapier Free →Make.com
More powerful than Zapier for complex workflows. Use when you need multi-step logic.
Try Make.com Free →ChatGPT (GPT-4)
Daily-use AI for writing, drafting, analysis, and summarization. Worth every penny.
Get ChatGPT Plus →Claude
Best for long documents and nuanced financial analysis. Excellent for proposals.
Try Claude Free →Financial & Accounting
Real-time numbers, zero manual reporting
Xero
Our preferred accounting platform. Clean Zapier integration, excellent reporting dashboards.
Try Xero →QuickBooks Online
Most widely used in the US. If you’re already on it, stay — we work with both equally.
Try QuickBooks →CRM, Content & Forms
HubSpot CRM
Best free CRM on the market. Tracks contacts and deals automatically. The free tier handles most small businesses completely.
Get HubSpot Free →Buffer
Schedule 30 days of social posts in one afternoon. Supports LinkedIn, Facebook, Instagram.
Try Buffer Free →Canva
AI-powered design for graphics, proposals, and presentations. Pro version is worth the $13/mo.
Try Canva Free →Typeform
Beautiful client intake forms that integrate with everything via Zapier. Clients love them.
Try Typeform Free →Want us to set all of this up for you?
Skip the DIY. Our AI Implementation Sprint builds your complete automation stack in 30 days.
See Our Services →Some links on this page are affiliate links. CFO Impact LLC may earn a commission at no extra cost to you. We only recommend tools we actually use.