Your board wants an AI plan. Your team is still closing the books by hand.
Close the books faster, cut manual AP and forecast with AI, without replacing your finance team. Start with an AI Readiness Assessment, then implement one workflow at a time.
The gap between AI ambition and finance reality
Vendors sell tools. Boards ask for dashboards. Regulators ask about governance.
Meanwhile, the team still reconciles accounts, chases approvals and rebuilds the same reports every month.
Most CFOs in this position do not need more tools. They need a clear order of work.
What we do
Assess
AI Readiness Assessment. Fixed fee, 2 weeks. See what is included.
Implement
AI-First Finance Sprint. Scoped after the assessment, one workflow at a time.
Lead
Fractional Future of Finance retainer. Ongoing leadership and governance.
Where we start
-
Outcome: Lower cost per invoice, fewer manual approvals, faster vendor payments
Typical starting point: Invoice capture, line-level matching, approval routing
-
Outcome: Close in days, not weeks, with fewer reconciliation errors
Typical starting point: Journal entry automation, account reconciliation, anomaly detection
-
Outcome: Faster driver-based forecasts and scenario planning
Typical starting point: Rolling forecast, variance analysis, management dashboards
-
Outcome: Board-ready reporting without manual spreadsheet work
Typical starting point: KPI dashboards, automated commentary, data consolidation
Not sure where to start? Request the assessment.
Know what you want to automate? Book a call.
Why us
Ex-EY, in M&A and AI innovation.
Three ACCA Global Technology Councils.
Trained hundreds of finance professionals on AI in finance.
Built and sold an AI finance SaaS product.
Why us
Ex-EY, in M&A and AI innovation.
Three ACCA Global Technology Councils.
Trained thousands of finance professionals on AI in finance.
Built and sold multiple AI finance SaaS product.
How we work
01
Assess
Map your workflows and rank the opportunities in 2 weeks.
02
Implement
Map your workflows and rank the opportunities in 2 weeks.
03
Lead
Keep governance, controls and priorities under senior review as you scale.