Two operators — AI and finance — separately or together. Start with a Strategic Assessment, then take the AI Ops track, the Finance track, or both.
Two operators — AI and finance — separately or together. Start with an assessment, then take one track or both.
AI
An AI engineer to guide and implement your agentic AI, without the full-time hire. Strategy and governance first, then the build and rollout — the same shop ships the roadmap it writes. A monthly retainer, scoped from your assessment.
Finance
Finance leadership without the full-time seat, powered by an AI stack we build. A seasoned fractional CFO, and you get automation and AI-driven insight built in. A monthly retainer, scoped from your assessment — on its own or paired with the AI Engineering track.
AI + Finance
AI engineering and finance leadership, one integrated team. We install your AI program and your finance function from the same shop, so every AI dollar is tracked, governed, and provably returned — the bundle no solo fractional exec can match.
The front door. A shadow-AI audit, an AI-maturity and governance-gap analysis, and a use-case inventory — ending in a prioritized roadmap and a governance baseline your leadership can sign off on.
We start with a shadow-AI audit — what your teams are already using, sanctioned or not — then layer in an AI-maturity read and a governance-gap analysis against your compliance exposure. The output is a use-case inventory ranked by impact and a roadmap your leadership can act on immediately.
Frameworks we work within
An AI engineer to guide and implement your agentic AI, without the full-time hire. Strategy and governance first, then the build and rollout — the same shop ships the roadmap it writes. A monthly retainer, scoped from your assessment.
We work alongside your team on a fractional cadence — setting strategy, running governance and risk reviews, and making the vendor and model calls. And because the same shop builds what it designs, execution is part of the engagement: agentic workflows, integrations, and production systems, shipped by the team that wrote the roadmap, not handed off to a separate vendor.
Frameworks we work within
Stack
Finance leadership without the full-time seat, powered by an AI stack we build. A seasoned fractional CFO, and you get automation and AI-driven insight built in. A monthly retainer, scoped from your assessment — on its own or paired with the AI Engineering track.
We open with a finance baseline — your spend, controls, and reporting gaps mapped — then settle into a standing monthly rhythm: a close your leadership can trust, a KPI-and-variance review, and budget and decision gates before new spend clears. In parallel we stand up and hand off the agentic finance stack — the data pulls, variance flags, and ROI tracking teams usually do by hand — so it keeps running between sessions. On the Full Stack, finance and AI share one roadmap and one reporting cycle.
Stack
AI engineering and finance leadership, one integrated team. We install your AI program and your finance function from the same shop, so every AI dollar is tracked, governed, and provably returned — the bundle no solo fractional exec can match.
One assessment scopes the AI program and the finance function together, so both start on the same roadmap. From there the AI Engineering and CFO tracks run as one team: the AI work ships against ROI and governance targets the finance side owns, and every dollar of AI spend clears the same decision gates as the rest of the budget. Reporting runs on a single cycle — AI progress and its financial return in the same numbers your leadership already reads. "Integrated" means one roadmap, one set of controls, one report — not two vendors you reconcile.
Every engagement starts with a Strategic Assessment. Scope expands only when the metrics say so.
We measure what the process costs today — hours, dollars, error rate — so "better" has a number to beat.
→ a baseline scorecard.
We architect the workflow before building it: guardrails, human approval gates, and rollback paths mapped up front.
→ an architecture and governance spec you sign off on.
Iterative delivery in weekly increments, with reliability and safety checks running alongside the code, not bolted on after.
→ a working system, shipped in stages you can see.
Before go-live: KPI tracking, audit logging, and a live ROI scorecard wired in, so value and risk are visible from day one in production.
→ an instrumented, audit-ready deployment.
We scale scope only after the delta metrics prove the last step paid off. You get a reusable, governed pattern — not a pile of one-offs.
→ a validated pattern ready to replicate.
Start with a Strategic Assessment: a prioritized roadmap, a governance baseline, and a clear read on what's real vs. theater.
