Our Services
Two operators — AI and finance — separately or together. Start with a Strategic Assessment, then take the AI Ops track, the Finance track, or both.
How We Work
Two operators — AI and finance — separately or together. Start with an assessment, then take one track or both.
Know what's real before you scale it.
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.
Our Approach
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
- Shadow-AI audits across departments
- AI-maturity and governance-gap analysis
- Use-case inventory and roadmap prioritization
- Governance baseline sign-off for leadership
Senior AI leadership, without the full-time seat.
AI leadership without the full-time seat. We own your AI program end to end and report to your leadership in language they trust — and we don't just advise, the same shop ships the roadmap.
Our Approach
We embed as your AI leadership 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 seat: 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
- Ongoing AI strategy and governance oversight
- Vendor and model selection
- Team capability-building programs
- Build & delivery — agentic workflows, integrations, production systems
- Leadership-ready reporting
Finance leadership that speaks fluent AI.
Finance leadership without the full-time seat, powered by an AI stack we build. A seasoned fractional CFO whose practice runs on agentic tooling from the same shop — so you get automation and AI-driven insight built in. Available standalone or paired with the CAIO track.
Our Approach
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
- KPI framing & value tracking
- Process controls & decision gates
- Defensible AI & ops spend governance
- Agentic finance stack, built in-house
- Leadership-ready financials
AI and finance, one accountable team.
AI leadership 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.
Our Approach
One assessment scopes the AI program and the finance function together, so both start on the same roadmap. From there the CAIO 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.
- One integrated team, one point of accountability
- AI spend tracked & governed end-to-end
- Provable ROI, signed off by finance
Our Process
Every engagement starts with a Strategic Assessment. Scope expands only when the metrics say so.
Baseline
We measure what the process costs today — hours, dollars, error rate — so "better" has a number to beat. → a baseline scorecard.
Design
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.
Build
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.
Instrument
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.
Expand
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.
Ready to make AI pay off safely?
Start with a Strategic Assessment: a prioritized roadmap, a governance baseline, and a clear read on what's real vs. theater.