22 years spent inside messy Excel sheets, broken MIS and Tally exports — fixing what nobody else could. That same craft, now paired with Excel automation and Claude for Excel, powers a One Page News that lands every morning at 7AM: Cash Position, Cash vs Profit, Inventory and Today's Decisions, all on one page. Data first, always — AI only touches what's already verified. Need it sooner? Type CURRENT any time and get the same clarity within 10 minutes.
Before 7AM & Realtime CFO™ existed, there were thousands of hours spent inside broken Excel models — fixing circular references, rebuilding an MIS from a messy trial balance, turning a 40-tab report into one page a founder could actually read. That craft, sharpened over 22+ years and one published book on Excel for Finance and Accounting, is still what powers everything here — now with Claude for Excel doing in seconds what used to take an afternoon.
Four free resource hubs, in the order most people actually need them — from a clean spreadsheet to a fully automated system.
Where almost every finance problem starts — free templates, tutorials and Claude-for-Excel guides.
Once your data is clean, see it instead of scrolling it — Power BI and Power Query dashboards.
Once a dashboard raises a question, this is how you check it at scale — scripted, not manual.
Once checks are scripted, the last step is a schedule — n8n and AI agents nobody has to run by hand.
All four, already assembled and running every morning:
See the Assembled System: 7AM & Realtime CFO™ →By the time the markets open and the world's news cycle starts pulling your attention, most founders still don't know their own cash position. 7AM is deliberate — it is before your first call, before your first meeting, before the day's noise starts competing for your decisions.
Read your business news before the world's news, and you walk into the day already knowing where cash stands, where the gap between cash and profit is hiding, and what today actually needs from you — instead of reacting to yesterday's numbers in tomorrow's meeting.
One Page News from a live 7AM & Realtime CFO™ deployment — demo company, real structure. Scattered data from Excel, Tally and ERP exports → Finance OS™ (consolidated, verified with Power Query and SQL, analyzed) → visibility and clarity.
No dashboard to open, no report to download — just the six things that actually decide your day, in the order they matter.
Every morning at 7AM, your One Page News lands on your preferred channel — WhatsApp, Email, Slack, Telegram, or Teams — pushed automatically by an n8n workflow running on schedule. No login. No pulling reports. No asking your accountant to "send the numbers."
Walking into a board meeting? Supplier renegotiation? Emergency cash call? Type CURRENT anytime and get the same One Page News within 10 minutes — no calls, no waiting on your finance team.
"One system. Two ways to get there. Pick the one that fits the moment."
Zoho, Tally, banks, Excel sheets, marketplace panels — pulled from wherever your business actually keeps its numbers.
Consolidated, verified, and reconciled using Power Query, SQL and Excel-native checks — this is where the real engineering happens, before any AI touches the data.
The verified data is turned into your One Page News — delivered every morning, or on command whenever you type CURRENT.
You see the decision, not the data dump. Every page carries a Data Confidence % so you know exactly how much to trust it.
Most businesses don't fail from a lack of data. They fail from a lack of visibility into the data they already have. 7AM & Realtime CFO™ exists to close that gap — every morning, on command, in one page.— Suraj Kumar Lohani, Creator of 7AM & Realtime CFO™
Working with businesses worldwide — currently active across
If you run an inventory-driven product business anywhere in this range, there's a place for you in this system.
Anonymized. No ledger screenshots, no ERP screens, no identifiable SKU data — authority here means integrity, not secrecy.
22+ years in Excel, FP&A, MIS and finance automation. Author of "Excel for Finance and Accounting" and 6 other books. Teaches Claude for Excel. Creator of 7AM & Realtime CFO™. Strategic partner to CEOs, directors, owners and founders across seven countries. ₹200Cr+ ($20M+) saved and variance corrected, including ₹40–50Cr+ ($4–5M+) in fraud and leakage caught across engagements since 2009.
Connect on LinkedIn →
MIS, dynamic Power BI dashboards and data analytics. AI workflow automation with n8n, SOP and process design, business operations analysis. Bihar Engineering University, Patna.
Connect on LinkedIn →Golden Rule: no ledger screenshots, no ERP screens, no identifiable client data. Authority is integrity, not secrecy. Real numbers, never rounded up.
Read Your Business News Before the World's News. Every Morning at 7AM.
Your CFO in Your Pocket. One Page News of Your Business. Anytime. Anywhere.
Scattered Data → Finance OS™ → Visibility and Clarity.
Cash Position. Cash Vs Profit. Variance Flag. Inventory Management. Working Capital. Today's Decisions.
A short diagnostic reveals where your biggest visibility gap is — cash, inventory, costing or controls. Free. Ten minutes. No obligation.
Start the Free Diagnostic →Want it personalized to your real numbers? Get your free 5-Gap Financial Diagnostic Report →
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Know a founder who needs this? Send them a Fin-vite — that's how most conversations here start.
