Inventory Optimization ProAdvisory by Sharon Custer Free 30 minutes

The 30-Day Inventory AI Challenge

The stock report says one inventory value. The books say another. The AI summary never noticed.

30 days to an inventory number that holds.

30 AI workouts on the IOP method: the same 5 stages every diagnostic runs, from the first data entry to the one page the owner acts on. Every workout ends on a number that must match.

AI does not fix a wrong inventory number. It makes it look finished.

Start the challenge

Sharon Custer

Built by Sharon Custer. She works where finance, operations and inventory meet, to find where the three disagree and where the cash is stuck. She coaches finance professionals on putting AI to work on their own numbers.

01

A method, not a pile of prompts

30 workouts in the order the money moves. Stage 1 proves the number. Every stage after it stands on the one before. No forecast is better than the data under it.

02

A right answer, every day

Everyone works the same practice distributor, so every workout ends on a number that must match. Nobody has to wonder whether the AI got it right.

03

Then your own numbers

Run the same workout on your company's exports. Where your data disagrees with the answer is where the cash is, and it is yours to find.

Day 1 to day 30

From checking the inventory number to proving it.

Day 1Day 30
Checks every AI answer by hand, the night before.→Knows the AI got it right, because the number matches.
Reports the inventory number the system gives.→Proves it before anyone uses it.
Explains a margin move as timing.→Shows why margin moved, in dollars.
Celebrates the bestseller by revenue.→Knows which product is holding the cash.
Finds the bad purchase after it lands.→Tests the purchase before it is signed.
Answers "where did this number come from?" with "let me check".→Opens the source.

6 questions your owner, auditor or bank will ask.

Answer them about your own company before workout 1. Most answers are a best guess. Answer them again after workout 30: each one with the number and where it came from.

  1. What is our inventory value, and does every report agree?Day 1: best guessThe number the system shows. Nobody has compared the stock report with the books.Day 30: with the sourceBoth totals, and the gap between them explained line by line. From the stock report against the books, day 4.
  2. Which date decides the month a cost lands in: the purchase order, the receipt or the invoice?Day 1: best guessWhichever date the system happens to use.Day 30: with the sourceThe receipt date for the warehouse, the invoice date for accounting, and the entries that bridge them. From the timing map, day 3.
  3. Why is last month's reported margin not the true margin, in dollars?Day 1: best guessTiming, or product mix.Day 30: with the sourceThe costs missing from cost of goods, in dollars, with the true margin next to the reported one. From the margin bridge, day 11.
  4. Which product holds the most cash, and how many times did it turn last year?Day 1: best guessThe bestseller by revenue.Day 30: with the sourceThe item holding the most cash, and its turns. Often not the bestseller. From the cash ranking, day 18.
  5. Which week does the cash for the next large purchase actually leave?Day 1: best guessThe month the order is placed.Day 30: with the sourceThe exact week, tested against the 13-week cash plan before the order is signed. From the purchase test, day 24.
  6. Who owns the inventory number between month ends, by name?Day 1: best guessEveryone, so nobody.Day 30: with the sourceOne name, and the checks they run every month. From the action plan, day 28.

The IOP method

5 stages. The path every inventory dollar takes, and where each one hides cash.

6 workouts a stage, all 30 open the day you join. The 6th workout of each stage is the stage's build, and it comes with the worked answer.

1

Accounting data accuracy

Prove the number before anyone uses it.

Where cash hides

Cost landing in the wrong period, absorbed as an adjustment every month.

Walk away with

A data issue log: every issue, its dollar effect, and its owner.

Trust the close
2

Operations and inventory management

Price the costs margin is quietly carrying.

Where cash hides

Shrink, rework and returns that nobody prices, so margin carries them quietly.

Walk away with

A COGS check that reruns every month.

Trust the close
3

Inventory analysis and KPIs

Name the products holding the cash.

Where cash hides

The bestseller by revenue that turns 1.5 times a year and parks the capital.

Walk away with

Every product ranked by the cash it holds, with what to act on today.

Find the cash
4

Planning and financial modeling

Test the purchase before it is signed.

Where cash hides

Purchases committed before the cash arrives, covered by the credit line.

Walk away with

A purchase test for every order over a set amount: forecast, first order, cash timing.

Find the cash
5

Reporting and strategic planning

Put the answer on one page the owner acts on.

Where cash hides

Reports that land after the decisions, so this month is run on last month's numbers.

Walk away with

A one-page executive summary and action plan, every number traced to its stage.

Get the report

What day 30 looks like

5 working tools, and one number nobody had found.

Every stage leaves something that runs again next month. Together they are an inventory finance system, built by the person who runs it.

The data issue log

Every issue in the inventory data, its dollar effect and its owner.

The monthly COGS check

Margin that holds, because the cost behind it is checked every month.

The cash ranking

Every product ranked by the cash it holds, with what to act on today.

The purchase test

Every large order tested for demand, first-order size and cash timing before it is signed.

The one-page summary

The owner's page: what changed, what it costs, who acts, every number traced.

The gap in your own data

Run on your own exports, the stage 1 workouts find where your numbers disagree, in dollars. That is the number to walk in with.

Join

One price. The whole method.

The 30-Day Inventory AI Challenge

US$497

  • All 30 workouts, open the day you join
  • Harbor Line Supply: 22 files, one download
  • Copy-paste prompts, and a number to match at the end of every workout
  • A worked answer for every workout
  • The column map and matching prompt, so every workout runs on your own data
  • Keep every workout, prompt and template

Finish stage 1 within 60 days of your purchase and US$200 of your challenge comes off a Build-With-Me Session. After 60 days the credit ends.

Start the challenge

When your numbers disagree with the answer

That gap is where the cash is.

Harbor Line Supply has a right answer. Your own data will not always agree with it. A private coaching session takes the question your data raised, on your own numbers, in your own Claude. US$575 for the session.

Book a private coaching session

Built for

  • Controllers, finance managers and FP&A at distributors and manufacturers
  • Leaders of distributors and manufacturers who want to build it themselves
  • Fractional CFOs with inventory-heavy clients
  • Anyone already using Claude or ChatGPT on finance work

Not built for

  • First contact with AI tools
  • Ecommerce and direct-to-consumer brands
  • General FP&A topics: headcount, sales pipeline, HR

What 15 finance professionals say about the coaching

She doesn't critique outputs, she diagnoses the system behind them: backtesting, train/test splits, auditability. That's the rigor senior finance professionals actually need.
Albert Lee Albert LeeFounder, FP&A advisory practice. FCPA
I've seen how she breaks down technical AI and data concepts into something finance professionals can actually apply. Her blend of operational finance background and AI fluency is rare, and it makes her advice both credible and immediately useful.
Charles T. Charles T.CEO, intellectual property technology
She has great ability in distilling complex subject into practical workflow and application.
Emily Moore Emily MooreSenior finance and FP&A leader. CPA, PMP
She brings positive energy, strong subject matter expertise, and practical AI insights to every interaction. Her feedback was always constructive and actionable, helping participants elevate their thinking.
Saule S.CFO and management consultant. CPA, ACMA, CGMA
Sharon is knowledgeable and approaches a situation from a real-world perspective.
Michael W.CFO, manufacturing and distribution. CPA, CPIM
Sharon has deep expertise in AI and she teaches it with ease, giving students tips without giving a complete solution from the start. This approach motivated me extremely to come up with my own solution.
Valeria G.International group CFO
Her coaching style encourages critical thinking, problem-solving, and genuine understanding rather than reliance on prescribed answers. She creates an engaging learning environment that consistently challenges and inspires students to reach a higher level.
Kim R.Head of finance, SaaS and fintech. CA(SA)
Sharon's guidance was exceptional. She provided thoughtful, detailed reviews of my project submissions. By expertly identifying both my strengths and specific areas for improvement, she helped me take my AI skills to the next level.
Jeannie S.Senior finance manager, FP&A
She provided thorough, insightful feedback on our projects and demonstrated deep expertise in the subject matter. Highly valuable, helping me improve both my work and my understanding of the concepts.
Rodger W.Head of finance, turnaround and transformation. ACCA, MBA
I received very thorough feedback that was an appropriate mix of positive and constructive: direct and actionable as well as completely fair and on point.
Stacey L.CEO and founder, growth advisory
Sharon is an excellent hands-on instructor. Her coaching is amazing and her AI skills are incredible.
Jimmy S.Fractional CFO. CPA, ABV
Sharon was a great coach, providing comprehensive feedback on my assignments.
Wai-Yip W.Director of fund reporting, asset management. FCA, CFA
She offered insightful and timely responses to student queries during live sessions, and offered 1:1 support to all students within the cohort. She is knowledgeable, supportive and humble: a rare combination.
Parniyan C.Finance, strategy and operations leader. MBA
Sharon helps businesses maximize their cash flow through scenario planning and forecasting, using POs, inventory, cash and cash flow assumptions. She has made this turnkey with AI powered tools: custom agents, dashboards, and monthly workflows. You upload your data each month, it is cleansed and normalized, and it feeds interactive dashboards for full visibility and control.
Eve R.Global procurement leader, up to $5B category spend
She's a forerunner building a new category in AI in inventory optimization, where she shares regularly on use cases, tips and best practices. A strong finance perspective, a collaborative spirit, and a genuine interest in helping others grow in this evolving AI finance landscape.
Bukie F.AI finance strategist

Finance leaders coached on AI workflows. Names as they gave them, roles from their own profiles.

Who built it

Sharon Custer

My work sits where finance, operations and inventory meet. Each one keeps its own version of the same number, and the cash gets stuck where they disagree. Finding that place is what I do.

I learned it from the inside: inventory and the P&L at 3M, then CFO roles across manufacturing and distribution, and import and export between Asia and the Americas.

Today I coach finance professionals on putting AI to work on their own numbers, inside the AI Finance Club and one to one. Every workout in this challenge comes from a workflow built for real inventory work.

Questions

Before joining

Which AI tool?

Claude. Most workouts also run in ChatGPT, and the checks work in any tool.

Is coding needed?

No. Plain instructions, spreadsheets and Claude. Nothing to install.

When do the workouts open?

All 30 open the day you join, on one private page. One a day works best: 30 days, or faster if you like.

What if a day gets missed?

Everything stays on your private workout page. Pick up where you stopped.

Does anyone check my work?

The answer does. Every workout ends on a number that must match, and every stage's build comes with the worked answer. To have your own company's numbers looked at, book a private coaching session.

Is company data safe?

Every workout runs on Harbor Line Supply's files. Switching to your own exports is your choice, and stage 1 shows how to keep company numbers separate.

Day 30

Walk in and defend every inventory number in the room.

Where it came from, what was checked, and why it holds.

Start the challenge