AI Advisory for Finance Leaders

AI That Speaks Finance

Finance teams deserve AI built around how they actually work. We build it with your team, and it stays in use long after we leave.

10+Years in senior finance leadership
Public & privateExperience across company types
Day oneSkills your team can use immediately

Finance and technology teams we have worked with

  • amdocs
  • EX-CO
  • OpenWeb
  • datarails
  • Numeric
  • Absolute Recruit
  • ICPAS
  • Innoviz Technologies
  • Exclaimer
  • Atera
  • Silverstream Finance

The Challenge

Why AI adoption stalls in finance functions

Most finance leaders know AI has potential. The challenge is translating that potential into something that works in a regulated, high-stakes environment.

Finance teams are buried in manual work

Month-end close, variance analysis, board packs: the recurring cycle that consumes your best people. Time goes into extraction and formatting, not the analysis that actually drives decisions.

Generic AI tools do not understand finance context

Off-the-shelf AI tools do not know a P&L from a balance sheet, or how your chart of accounts works. Adopted without guidance, they produce inconsistent output, and teams revert to spreadsheets within weeks.

AI4Finance closes the gap

We bring finance knowledge to pick the right use cases, and technical depth to build them properly: audit trails, controls, and the reporting cycle, built in from day one.

Our Services

Four ways we work

Training and Sprint

AI for Finance Workshops

Practical skills your team uses the next morning.

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Roadmap Engagement

Opportunity Discovery

Find where AI creates real value in your function.

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Solution Build

AI Enablement

Working agentic solutions, live in your workflow.

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Forward-deployed

Enterprise Advisory

AI Solution Scoping for Finance & VC Portfolio Teams.

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Why AI4Finance

Finance fluency. Technical depth. Practical results.

We work from inside the function, which means we understand the constraints, pressures, and standards that govern every decision a finance team makes.

Finance-Native Expertise

We are finance leaders who learned AI - not technologists who learned finance terminology. That difference matters in every conversation.

Boardroom to Spreadsheet

We work at every level: aligning stakeholders on AI strategy, then rolling up our sleeves to build the actual solution with your team.

Practical, Not Theoretical

Every engagement delivers something your team can use immediately - a working prototype, a prioritised roadmap, or skills they apply the next morning.

Examples of solutions built to and with finance teams

Month-over-month P&L reporting

35 min

to build a self-contained interactive report, every P&L line expandable down to vendor-level detail, no dashboard or engineering required

Expense integrity workflow

10-15 hrs

saved per week, flagging missing invoices via automated team alerts

Write-off candidate automation

4-6 hrs

saved per month, automating five weekly eligibility checks

Client Perspectives

Trusted by finance leaders

Finance leaders have used AI4Finance to build practical AI capability within their teams.

I wanted to say thank you for an excellent workshop. I gathered feedback from the team, and it was overwhelmingly positive. On a personal level, I really enjoyed being part of this project, from our first conversation, through shaping the workshop together, to the support behind the scenes throughout.

I'm grateful for the opportunity, and I learned a great deal myself. I hope this helps people feel more confident about the change that's coming, whether we're ready for it or not. Thank you for the care, the involvement, and the professionalism.

The sessions were amazing, genuinely practical, not just high-level theory. We learned a lot and are ready to start deploying.

Credentials and background

10+ years in senior finance leadershipExperience across public and private companiesFP&A, Controllership, and RevOps expertise

Take the next step

Ready to explore what AI can do for your finance team?

The conversation starts with understanding your function, your constraints, and your goals. No pitch, no pressure - just a focused discussion about where AI fits in your finance roadmap.