Modernizing the finance technology stack and the operating model around it. CFGI brings AI, ERP, and treasury transformation expertise that is embedded in the engagement—not bolted on after.
Finance technology fails when it’s treated as an IT project. Systems get implemented without the accounting judgment to configure them correctly, AI gets piloted without a path to production, and treasury operates on infrastructure that can’t keep pace with the business.
CFGI’s Financial Transformation & Technology practice approaches it differently. We bring practitioners who understand both the finance function and the technology—uplifting ERP and reporting systems, operationalizing AI in the finance workflow, and modernizing treasury for a business that’s scaling.
Aligning technology with finance needs—vendor selection, program management, and system implementation that the finance function can actually operate.
Explore ERP & Technology → 02Operationalizing AI across the finance workflow—from close automation to agentic workflows—with a clear path from pilot to production.
Explore AI in Finance → 03Modernizing treasury operations—cash management, forecasting, banking infrastructure, and the controls a scaling business requires.
Explore Treasury Services →Every solution connects to CFGI’s broader platform—technical accounting, transaction advisory, and risk—so transformation work doesn’t happen in a silo.
CFGI brings senior practitioners who understand both the finance function and the technology that runs it—ERP, AI, and treasury, delivered together.