4 days → 1
to produce the monthly board pack
BuiltBoard pack & variance commentary, live in 5 weeks
AI transformation for finance teams
Give finance its own AI engineer.
A finance-fluent AI engineer joins your team, builds the workflows you rebuild every month, and hands them over working. Live in weeks, not on next year’s IT roadmap.
- Finance pros + AI engineers
- Built on your data and systems
- Controls and sign-off built in
- Your team owns what’s built
4–6 weeksfrom kickoff to first workflow live
3–5 daysreturned to the team every close
0engineers you need to hire
Sound familiar?
Sales got AI. Support got AI. Engineering got copilots. Finance got a slot on next year’s IT roadmap.
The Claude workflow only one analyst can run.
Rebuilt from scratch every close. When they’re out, so is the workflow.
Nobody on the team who can build it.
Finance knows exactly what to fix. IT has other priorities.
A board asking what AI is doing for finance.
“We’re experimenting” buys you one quarter. Maybe.
You don’t need another AI tool. You need someone to build it with you.
How it works
An engineer who speaks finance, embedded in your team.
The Forward Deployed Engineer model, built for finance. One workflow at a time, live in weeks.
ScopeWeek 1
Pick the workflow. Define “done” and the controls it must respect.
BuildWeeks 2–4
Connected to your ERP, Excel and bank data. Tested on last month’s actuals.
ProveOne close
Runs alongside your current process. Your team reviews every output.
Hand overThen the next one
Documented and runnable by the whole team, not one analyst.
What we build
What would you take off your team’s plate first?
AI handles the assembly. Judgment and sign-off stay with Finance.
From one analyst’s prompts to a team workflow.
Today
Prompts, pasted exports and a checklist in one person’s head. Rebuilt every month.
After
Context, data refresh and checks packaged into one workflow anyone on the team can run.
Stays with Finance: the judgment calls and the final sign-off.
Bring this to your sessionResults
What changes after the first workflow goes live.
−3 days
off the monthly close
BuiltMulti-entity reconciliation across ERP, bank & billing. 90%+ auto-matched
12 hrs → 2
per monthly investor report
BuiltProperty-level BvA & investor reporting, live in 4 weeks
In their words
What it’s like to work with a finance AI engineer.
1–3 of 5
We’d been using Claude for commentary for months, but every close someone rebuilt the context from scratch. Five weeks later it’s a workflow the whole team runs, and I can trace every number back to the GL.
VP FinanceB2B SaaS · ~450 employees Our engineer spoke our language from the first meeting: accruals, cut-offs, intercompany. Nobody had to translate finance into tech, and that’s why it worked.
Corporate ControllerHealthcare services · ~900 employees We showed the board real AI results in the same quarter we started.
CFOLogistics & distribution The process was clear from day one: scope, build, parallel run, handover. My team was in the room the whole way, and they own it now. It doesn’t depend on anyone outside finance.
CFOReal estate investment · ~220 employees It felt like hiring a finance engineer, without the six-month search.
VP FinanceFintech · ~300 employees
Who you’ll meet
Finance people who build. Engineers who speak finance.
They’ve run the close. They’ve built the board pack at 11pm. And they’ve already taken finance teams from experiments to production.
Your finance AI lead
Former FP&A and controllership leader. Scopes the work and owns the business logic.
Your Forward Deployed Finance Engineer
Builds and tests inside your environment. Fluent in GL structures, close calendars and audit trails.
Questions
Before you book.
Is it really free?
Yes. No fee, no obligation. If you go further, scope and price are agreed before any work starts.
Do we need to be using AI already?
No. Many teams come a few months into ChatGPT or Claude. Others start from a manual process. Either works.
We have IT. Why do we need this?
IT keeps systems running and secure. This adds finance-specific build capacity that works within IT’s approvals.
Who will I meet?
A finance AI lead and an engineer from our implementation partner. We’ll introduce them by email before your session.
You don’t need an AI roadmap. You need one workflow that works.
Start with 30 minutes on the one your team would most like gone.
Get my free sessionFree · 30 minutes · No deck, no demo