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M. Pact membership

Walk into your next decision prepared.

Know what to invest in, how the work needs to change and how to show the value. Turn M. Pact research and practical examples into recommendations you can take to your team.

Compare membershipsSee what you get

Enterprise strategy and technology. Deep experience in finance. Built for the people choosing investments and leading change.

Choose your membership

Choose how you put the guidance to work.

Individual gives you research and examples to apply yourself. Pro adds your business context. Free research and tools remain available to everyone.

Choose your billing period

Prepare the recommendation

Individual

$49 / month

Billed monthly. $490 with annual billing.

For people making technology, finance and transformation decisions who want practical guidance they can put to work.

What the membership adds

  • Six member research notes with PDFs, examples and decision records
  • An editable investment-sequencing example: change the constraints and see what moves
  • Two self-guided practice resources: check AI-assisted work and correct a cost-centre forecast
  • Reveal corrected answers, compare your reasoning and copy a record into your own work

What you take into the next meeting

A recommendation you can explain, evidence to support it and a next step your team can act on.

Join Individual

Continue to secure checkout. No joining email required.

Apply it to your organization

Individual Pro

$149 / month

Billed monthly. $1,490 with annual billing.

For leaders who want to work through a decision with their own systems, priorities and constraints in view.

What the membership adds

  • Everything in Individual
  • A personal working environment organized around the context you provide
  • M. Pact guidance alongside your role, priorities, systems and constraints
  • An agreed approach to keeping that organizational context current

What you take into the next meeting

Work through the implications for your organization, then revisit the question when your facts change.

Pro enrollment is not open yet.

See how Pro is intended to work

Every paid individual tier carries a 30-day guarantee. If it is not useful in the first month, request a refund by email. The bulk-extraction exception is explained in our usage policy.

A real problem. Something useful to take forward.

See the kinds of work the member collection helps you complete. Follow the guidance, examine a completed example and adapt it to the decision in front of you.

Choose which technology investment to fund next

Work through shared people, dependencies and fixed dates. Explain what starts, what waits and why.

What you take forward: An investment sequence you can defend.

From the member collection

Put Your Next Technology Investments in Order

Show what AI actually changed

Separate effort reduced, capacity put to use and actual spending changes before you report the value.

What you take forward: A value update with evidence behind it.

From the member collection

Show What AI Changed in FP&A

Map how AI changes your team's work

Identify the work that stays, the responsibilities that change and who checks the result.

What you take forward: A responsibility map and a staffing recommendation.

From the member collection

What Changes in Your Finance Team

Inside the member research

A result you can explain.
A next step you can defend.

The board asks what AI has delivered. Faster drafting is only part of the answer. What happened to review effort, quality and spending?

The member note How to Show What AI Changed in FP&A shows how to build a credible update, with a complete example and the reasoning behind it.

Use the structure for your next reporting cycle. Replace the example with your evidence, identify the unknowns and make the next decision explicit.

Example · monthly management pack

What changed after AI?

Same eight business units, data cutoff and review standard. Effort includes review, corrections and operating support.

Total effort: 42 → 32 staff hours
−10h
Used for scenario analysis; 4 hours not yet reassigned
6h
Cash savings. First-cycle additional cash cost: $680
$0

The recommendation: run another comparable cycle before committing to recurring benefits. Time released is valuable; it becomes a cash saving only when spending falls.

Read and copy the example board update

Example board update

Example board update — AI-assisted monthly management pack

Across the same eight business units, data cutoff and review standard, the pack required 42 staff hours before the change and 32 in the test cycle, including review, corrections and operating support. It was approved one business day earlier. One material correction was found in each cycle under the same review method; that alone does not establish unchanged underlying accuracy.

Ten hours became available. Six were used for a previously deferred scenario analysis; four have no recorded reassignment yet. Payroll and supplier spending did not fall. The additional tool cost was $180 for the cycle. Setup used six staff hours and $500 of external configuration, making first-cycle incremental cash outlay $680.

Next decision: run another comparable cycle before making a recurring benefit commitment. The FP&A lead owns the effort record, the reviewer confirms corrections and the review method, and the budget owner confirms charges and any spending change.

Source: M. Pact Advisory, How to Show What AI Changed in FP&A. Adapted example excerpt.

Sample from the member practice

Would you approve this AI comparison?

You need 8,000 units. A supplier quotes $52 per box of 50, delivery included, with a minimum order of 10,000 units. The assistant reports a purchase cost of $8,320.

Check the source terms. What would you change before using that figure?

Practice the decision before you make it.

The full resource includes finance and procurement cases, source inputs, prompts to use with an assistant, corrected answers and a practice record. Compare your reasoning, identify what remains unknown and record what you will check on the next real task.

Feedback is a supplied answer and explanation you reveal yourself. It is not a personal review by an adviser. Use the public research example above to try the approach; membership adds the full collection and repeatable practice.

Come back with the next decision.

Use the collection across the work you already do. Return to the investment example when a project or constraint changes, the forecast practice before your next submission, and the AI value note when you report the next cycle.

Keep your completed records in the documents your team uses. The exercises are self-guided; Individual does not include a personal review of your work or a connected company workspace.

Inside Individual Pro

Your systems. Your constraints. The decision in front of you.

Pro is intended to bring M. Pact guidance together with the facts you supply about your business. Enrollment is not open yet.

See the intended Pro experience

  1. 1. Bring your context

    Your role, the systems you already own, the priority you need to address and the budget or capacity that constrains it.

  2. 2. Work through a real question

    Use relevant M. Pact guidance to examine your options, make missing evidence visible and develop the next action.

  3. 3. Return when the facts change

    Update the context you supply and revisit the decision. A confirmed license cost or a change in capacity can change the answer.

Make room for the research in your day.

Coming with paid membership: every member resource will include a research audio edition and audio Decision Moments, alongside the research and practical materials.

Read

Follow the reasoning, work through the example and keep the PDF for your next conversation.

Read Finance 2030 →

Listen

A natural, concise audio edition. Press play in your browser, with the transcript close at hand.

Included with paid membership · Coming soon

Decision Moments

Hear a leadership conversation, weigh the alternatives and pause to make a choice. Revisit it when the facts change.

Audio · Coming with paid membership

Individual enrollment is open. Audio editions and Decision Moments are coming soon. Free research and PDFs remain available now.

Buying for a team or organization?

Team Environment

From $2,500 / month

Scope shared work around your leadership team's priorities, facts and decisions. Agree setup, team access and an update cadence.

Discuss your team

Enterprise

By conversation

Combine the Team Environment with a defined diagnostic, strategy review or advisory engagement. Agree the completed output and fee before work begins.

Discuss an engagement

Before you choose.

What does membership add to free?

Free resources give you guidance, tools and PDFs you can use immediately. Individual adds member research with PDF editions, an editable investment-sequencing example, decision records and self-guided practice. Sequence technology investments, explain AI value, map changing finance responsibilities and practise reviewing a forecast or an assistant's output. The current collection is strongest in finance, technology investment and practical decisions about work. Pro is intended to add your organizational context and is not open for enrollment.

How do I join?

Choose monthly or annual Individual membership, then go directly to secure checkout. There is no email conversation required before purchase. After payment, your confirmation page provides your personal member access link. Save that link so you can return.

Is personal advisory included?

Individual is a resource membership. Pro adds an agreed personal environment. One-to-one advisory, diagnostics and strategy reviews are scoped separately.

What gets updated?

M. Pact maintains its research and guidance. Your organization's facts are separate: the approach to keeping that context current is agreed when an environment is scoped.

Membership | M. Pact Advisory