AI Consulting for Finance | Custom AI Solutions for Business Growth

AI Consulting
for Finance

Where AI Meets ROI

Most CFOs and financial advisors know they need
to adopt AI - but they don't have the internal
expertise, clarity on what's possible, or a
roadmap for return on investment.

We can help to solve that, with custom AI
solutions that drive real financial results - fast

What We Do

We act as your Fractional Chief AI Officer (CAIO) — blending the strategic lens of a CFO with the technical skillset of a CTO. We build AI and automation systems tailored to your exact business needs.

Connect systems that don’t talk

Eliminate data silos and unlock unified dashboards

Clean and structure messy data

Clean and structure messy data Build a foundation for better analysis and decisions

Extract insights from unstructured data

Reveal hidden opportunities from CRMs, emails, PDFs, and more

ML-based forecasting models

Predict revenue and costs more accurately thanever before

AI-enhanced P&L analysis

Compare results to past data, company goals, andpeers

Forging Secure and Agile Cloud-Native Solutions

Optimize headcount and staffing decisions

Our Process:
Strategy to Execution

We understand that successful AI implementation requires more than just cutting-edge technology – it demands a well-defined strategy and flawless execution. That’s why our process is built to seamlessly connect your business objectives with tailored AI solutions, ensuring measurable results from start to finish.

Free AI Consultation

We start by gaining an understanding of your current systems, goals, and pain points. Our initial analysis allows us to identify opportunities where AI can deliver the most value, without any obligation on your part. This initial step sets the foundation for a clear, strategic roadmap.

Opportunity Mapping

Next, we work with you to identify high-impact AI use cases that align with your business priorities. By focusing on areas with the highest ROI potential, we ensure that every AI solution we propose is not only technically sound but also directly linked to your business growth.

Solution Design

Once the opportunities are mapped, our expert team of AI engineers and data scientists designs a customized solution tailored to your business. We create a technical blueprint that outlines how the solution will integrate with your existing systems and processes, ensuring a seamless transition.

ROI-Based Proposal

Before we begin the development phase, we provide you with a detailed proposal that outlines the expected return on investment (ROI) based on our analysis and proposed solution. This transparency ensures that you're fully informed and confident in the project's value.

Build + Integrate

Our team of experts builds and integrates the AI solution, ensuring that it fits perfectly within your existing infrastructure. We manage every aspect of implementation, from coding to testing, and ensure that everything runs smoothly before going live.

Ongoing Optimization

AI is a dynamic field, and we believe in continuous improvement. After deployment, we continuously monitor the performance of the solution and make adjustments as needed to optimize results. Our ongoing optimization ensures that your AI system remains aligned with your business objectives as they evolve.

Who We Work With

We partner with CFOs and financial leaders at small to midsize businesses who want to lead the AI transition but lack the technical expertise. We also support financial advisors aiming to stay competitive and improve operations through automation and AI solutions.

CFOs at small and midsize businesses who want to lead the AI transition — but don’t know where to start.
Financial advisors looking to stay competitive and improve their operations with automation.