Services

Four Pillars to Transform Your Finance Function

From strategy through implementation. We help finance and operations leaders design, build, and scale intelligent systems that deliver measurable results.

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STRATEGY

Start Here

AI Implementation Strategy

The roadmap that keeps your AI investment from becoming shelfware.

Most finance teams know they need AI. Few know where to start. We run a structured assessment of your workflows, data maturity, and team readiness to build a phased implementation plan your CFO can actually defend in a board meeting.

What You Get

  • AI readiness assessment across finance and operations workflows
  • Use case mapping scored by effort, impact, and data availability
  • LLM and tooling evaluation tailored to your stack and security posture
  • Phased implementation roadmap with 30/60/90 day milestones
  • Executive briefing deck for leadership alignment
  • Vendor-neutral technology recommendations

Outcomes

  • Clear prioritization of high-impact AI use cases
  • Cross-functional alignment on AI strategy
  • Reduced vendor lock-in risk through neutral evaluation

Ideal For

Finance leaders who know AI matters but need a structured plan before committing budget.

AUTOMATION

Workflow Automation

Intelligent systems that eliminate the manual work your team dreads.

We design and implement automation that goes beyond simple macros. Think embedded AI for variance analysis, auto-generated commentary on financial reports, and system integrations that move data between your ERP, CRM, and docs platforms without human handoffs.

What You Get

  • Process mining and bottleneck identification across finance workflows
  • Embedded AI for variance analysis, audit prep, and reconciliation
  • System integrations across ERP, CRM, HRIS, and document platforms
  • Automated reporting pipelines with natural language commentary
  • Exception-based alerting to surface only what matters
  • Runbook documentation for ongoing maintenance

Outcomes

  • Up to 80% reduction in manual analysis time
  • Faster close cycles with fewer errors
  • Finance team capacity freed for strategic work

Ideal For

Teams drowning in repetitive analysis who want to reclaim time for decisions that move the business.

ANALYTICS

Data & Analytics Modernization

From messy spreadsheets to a governed analytics layer your team trusts.

Dashboards are only useful when the data behind them is clean, governed, and consistent. We help finance teams build the data architecture and reporting infrastructure that turns raw numbers into reliable intelligence.

What You Get

  • Data architecture advisory for finance and operations data
  • Dashboard design and build in your BI platform of choice
  • Governed metrics layer with definitions, lineage, and ownership
  • Reporting automation that replaces manual Excel workflows
  • Data quality monitoring and anomaly detection
  • Self-service analytics enablement for business users

Outcomes

  • Single source of truth for key financial metrics
  • Dashboards your leadership team will actually open
  • Reduced time from data to decision

Ideal For

Organizations where every team has a different number for the same metric.

TRAINING

AI Training & Enablement

Your team learns to build with AI, not just talk about it.

Generic AI training teaches people to write better prompts. Our workshops teach finance professionals to build production-grade tools, evaluate AI outputs with domain expertise, and integrate AI into their actual workflows. Every session is hands-on, built around real finance use cases.

What You Get

  • Custom workshops for executive teams, controllers, and analysts
  • Hands-on labs with production-grade AI tools and frameworks
  • Role-specific curriculum mapped to finance functions
  • Enterprise AI policy and governance framework templates
  • Train-the-trainer programs for internal champions
  • Ongoing office hours and implementation support

Outcomes

  • Team-wide AI literacy beyond the prompt engineering basics
  • Internal AI champions who can drive adoption
  • Faster time to value on AI investments

Ideal For

Finance leaders who want their team building with AI, not waiting for IT to do it for them.

How We Work

A process built for finance teams

Every engagement follows the same four phases. The specifics change based on your team, your stack, and where you are in the journey.

01

Discovery

We audit your current workflows, data infrastructure, and team capabilities. No generic questionnaires. We look at the actual systems and processes your team uses daily.

02

Design

We build a detailed implementation plan with prioritized use cases, technology recommendations, and a realistic timeline. Every recommendation maps to a measurable business outcome.

03

Implement

We work alongside your team to deploy, integrate, and test. Nothing gets thrown over the wall. Your people learn the systems as we build them.

04

Optimize

Post-launch tuning, performance monitoring, and iteration. AI systems get better with feedback. We make sure the feedback loop is built in from day one.

Get Started

Ready to modernize your finance operations?

Reach out to discuss where AI and automation can make the biggest impact on your team.

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