Finance leadership meets practical AI

Ido Perlstein has spent more than a decade in the finance seat, across public and private companies, through the close, the reporting cycle, and the controls that govern both. That is the vantage point AI4Finance works from: someone who has carried the numbers, not someone who read about the function.

He led the finance workstream through Vault Platform's M&A exit to Diligent, and scaled the finance function at Forbes Advisor tenfold, to over 600 people and hundreds of millions in revenue. Work of that kind leaves you with a clear sense of which problems are worth automating and which ones just look that way.

He is a practitioner rather than only an advisor. The workshops, the discovery work, and the solutions that go live are built hands-on, which is why teams tend to keep using them after the engagement ends.