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 AI For Finance 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.

Ido is a practitioner rather than only an advisor, building AI for finance teams end to end. The strategy conversation ends in something that gets built, and the build is hands-on, from the first decision through the last integration into the systems a finance team already runs on, with an emphasis on maintenance and governance. That is why the work tends to still be running long after the engagement ends.