From AI Ambition to Governed Execution.
AI in Finance, run with the discipline Finance demands.
Diagnose. Design. Deploy. Defend.
CFGI helps Finance, Risk, and Tax leaders turn AI into measurable outcomes: a faster close, cleaner data, stronger controls, and a finance function that scales without scaling headcount. Powered by PRISM, our AI-native managed services platform, and 25 years of domain expertise across 1,400+ ex-Big 4 professionals.
The race has moved underneath.
AI in Finance is not judged in a lab. It is judged in five places: your close, your journals, your audit, your regulator, and the person who signs the number.
Waiting Is No Longer Free
78% of CFOs are investing in AI. Only 47% believe their teams are ready. That gap is where risk lives: competitors pull ahead on speed, talent leaves for firms that have it, and boards now ask AI-maturity questions at the deal table.
Without Expertise, AI Is a Risk Multiplier
AI amplifies whatever it touches, including broken processes, dirty data, and undocumented controls. A pilot on an unreliable GL produces a number no CFO can defend. The biggest AI mistakes in Finance are not model mistakes, they are operating-model mistakes.
AI Reshapes Finance Roles. It Doesn't Replace Them.
The work moves up the value chain. Preparers become reviewers, reviewers become interpreters, controllers become data product owners. The team you have is the team that runs the AI, given the tools, training, and human-in-the-loop protocols to do it.
A practical path from AI interest to governed execution.
Six stages. Each one earns the right to scale to the next.
Align
Establish shared ambition, success measures, sponsorship, and decision rights.
- Executive alignment session
- AI point of view aligned to business strategy
- Sponsor identification and decision rights
- Success metrics and investment thesis
Diagnose
Assess maturity across workflows, data, technology, people, controls, and governance.
- AI readiness and maturity diagnostic
- Source-to-report architecture review
- Data lineage and GL attribute assessment
- People, process, and controls baseline
Prioritize
Identify the use cases with the strongest mix of value, feasibility, risk, and adoption readiness.
- Use-case heatmap and prioritization matrix
- Value-at-stake quantification
- Feasibility, risk, and time-to-value scoring
- Quick-win pilot candidate selection
Roadmap
Translate priorities into a sequenced plan, investment case, operating model, and governance approach.
- 12-month phased AI roadmap
- Business case and case for change
- Target-state operating model
- Responsible AI governance plan
Activate
Design, test, and implement AI-enabled workflows with the right human oversight and controls.
- Workflow redesign and solution architecture
- Use-case design and control specification
- Vendor selection and implementation oversight
- Human-in-the-loop protocols and change management
Measure & Scale
Track value against baseline, monitor adoption and risk, and expand what works.
- KPI framework and value realization tracking
- Continuous monitoring and exception management
- Managed services and digital workforce deployment
- Quarterly business reviews and optimization roadmap
Built for the office of the CFO. Finance, Risk, and Tax.
We meet leaders where they are on the AI maturity curve, from the first workshop to running the function.
CFO / VP Finance
Translate AI ambition into measurable financial outcomes, and defend AI-touched numbers to the board, audit committee, and regulators.
Controller / CAO
Compress the close, automate reconciliations, and eliminate exception-heavy work, owning data quality as a Finance discipline.
FP&A Leadership
Faster reforecasts, AI-generated variance commentary, and continuous scenario modeling without rebuilding the model every cycle.
Tax Leadership
Reduce manual provision and compliance prep, and scale tax execution across jurisdictions without proportional headcount.
Treasury Leadership
Continuous liquidity visibility, AI-driven cash forecasting, and fraud and payment anomaly detection across banks and entities.
Risk, Audit & Compliance
Continuous controls monitoring, AI-output validation, and audit defensibility for every AI-touched output.
Intelligent Process Automation
Rules-based automation plus AI for non-standard data and exceptions. Applied to invoice intake, OCR, three-way match, journal posting, and bank data ingestion.
Agentic AI
Coordinates and executes multi-step finance workflows across systems with limited human input. Applied to close orchestration, exception remediation, multi-bank funding, and dispute routing.
Generative AI
Generates explanations, summaries, and responses from patterns in data. Applied to variance commentary, audit memos, customer communications, and board narratives.
Predictive AI
Forecasts outcomes and surfaces exceptions with explainable ML. Applied to cash flow forecasting, DSO prediction, ETR modeling, and close-risk prediction.
Anomaly & Error Detection
Continuously detects unusual patterns or control breaches. Applied to duplicate invoices, unusual journals, fraud risk, and control exceptions.
Four service pillars. One AI-native platform.
We sequence the work from opportunity to operating model, and operate it for you when you are ready.
AI Readiness Scan & Opportunity Identification
Assess Finance, Risk, and Tax AI readiness, pinpoint high-impact use cases by value, feasibility, and risk, and define the target operating model. Deliverable: 12-Month AI Roadmap and Readiness Scorecard.
AI & Automation Use Case Implementation
Design and implement prioritized use cases, redesign workflows end to end, build the KPI and value model, and oversee execution. Deliverable: Solution Architecture and Control Design.
Responsible AI Governance & Controls
Finance, Risk, and Tax-grade AI governance: explainability, auditability, and compliance with SOX, IFRS, tax-authority and model-risk frameworks. Deliverable: Responsible AI Governance Framework.
Digital Workforce & Managed Services
Operate and scale AI-enabled processes with governed automation, real-time visibility, and exception management, powered by PRISM. Deliverable: Digital Worker Catalog and Control Package.
Industry Expertise That Runs Deep
The same discipline, tuned to the data, controls, and regulators of your sector.
PRISM. The AI-Native Finance Command Center.
Where your systems end, PRISM begins. Every integration, every process. One source of financial truth.
One source of financial truth.
PRISM sits as a command center over your ERP, HCM, tax, treasury, and banking stack, orchestrating AI-enabled finance work with built-in controls, real-time dashboards, and SLA-grade accountability on every transaction.
Ready-to-deploy tools that compress time-to-value.
Pre-built tools and frameworks our teams deploy on day one to compress time-to-value across every engagement.
AI Strategy Workshop Playbooks & Questionnaires
Facilitation guides, workshop agendas, and structured questionnaires to surface AI ambition, pain points, and readiness.
AI Use-Case Library & Prioritization Toolkit
A pre-built catalog of cross-industry AI use cases with definition templates, value-hypothesis guides, and prioritization matrices.
AI Readiness & Maturity Assessment Framework
Baseline readiness across data, technology, people, process, and governance, with a scoring rubric and heat-map outputs.
Roadmap & Business Case Templates
Roadmap and value models that turn prioritized use cases into a phased, board-ready plan with quantified ROI.
Responsible AI & Governance Starter Kit
Sample policies, risk taxonomy, control checklists, model-oversight roles, and workflow templates for privacy, security, and compliance.
Others sell AI breadth. We deliver AI credibility. AI in Finance lives or dies in five places: your close, your journals, your audit, your regulator, and the person who signs the number. We make it work in all five.
What the work looks like.
AI-Powered Close Acceleration
BlackLine AutoMatch, anomaly detection, and AI-assisted JE prep. Close cut from 10 days to 3, 60% fewer manual entries, 75% faster reconciliations.
GL Reconciliation Automation
Python and Microsoft Power Automate with Power BI dashboards. 300+ manual hours a month eliminated, real-time GL discrepancy visibility, an audit-ready trail.
AI-Powered Forecasting & Customer Health
Snowflake and Databricks with a Power BI Copilot. 30-40% forecast accuracy improvement, 15% churn reduction, real-time portfolio insight.
What makes us different.
Finance-first AI, run with the discipline Finance demands.
- 01
Finance-First Workflows
Engineered from Finance, Risk, and Tax workflows out, by people who have run the close and defended the numbers.
- 02
Value-Realization Discipline
Opportunities prioritized by value, feasibility, risk, and adoption readiness. Pilots scale through gates, not enthusiasm.
- 03
Control by Design
Oversight, auditability, and governance designed in from day one, not bolted on after the first finding.
- 04
Independent & Conflict-Free
Free from audit independence restrictions. Senior-led and onshore, no conflicts, no offshore handoffs.
- 05
Activation-Oriented
One team from assessment to roadmap to implementation to managed operations. No handoffs.
- 06
AI-Native by Default
PRISM is the operating layer for AI-enabled finance, built on 25 years of CFO-office expertise and live today.
Make AI real in your Finance function.
Whether you are scoping a first workshop, building the business case, or ready to operate at scale, we will meet you where you are. Contact us for a 30-minute scoping conversation.