Specialist finance technology consultancy

Finance AI.Built to operate.

We design, build, and govern AI systems for the teams responsible for the numbers.

Explore servicesSee our work

Strategy Engineering Governance

Illustrative workflow

Governed

Month-end variance workflow

A system with controls built into the path

  1. 01ERP dataSource
  2. 02AI analysisScoped
  3. 03Controller reviewApproved
  4. 04Audit trailLogged

Control layer

Data access
Scoped
Decisions
Human approved
Events
Recorded

Work that shows the build

Evidence before adjectives.

Selected engagements

All 6 case studies

Workflow Automation

Production finance automation

Film / Television Production

Replaced spreadsheet-based production accounting with a structured data pipeline, increasing throughput 5x and delivering 170–250% first-year ROI.

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AI Implementation

Executive financial Q&A

Fortune 500 (Publicly Traded)

Built a secure, MCP-based Q&A interface that replaced a multi-day human relay chain with validated, cited answers in seconds.

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Training & Enablement

AI training and governance

Professional Services / Public Accounting

Designed governance-mapped AI training for a top 10 accounting firm, turning compliance policy into practical, hands-on workflow.

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How we deliver

From first diagnostic to systems your team runs.

Each stage is a scoped engagement with defined deliverables. Start at the stage that fits where your team is today.

  1. 01 · Diagnose3 to 4 weeks

    AI Readiness Sprint

    Maturity diagnostic, sized use cases, and a 90-day path with the first move chosen.

  2. 02 · Build8 to 12 weeks

    AI Pilot

    One production capability wired into your finance systems, with ROI measured against a baseline.

  3. 03 · Scale6 to 18 months

    AI Transformation

    A multi-use-case program with governance embedded and your team trained to run it.

  4. 04 · Govern4 to 6 weeks

    Governance Pack

    Policy, risk register, vendor evaluation, and a rollout plan your auditors can follow.

  5. 05 · OperateMonthly

    Operations Retainer

    Ongoing monitoring, iteration, and a named point person once systems are live.

  6. 06 · Train8 weeks

    AI Academy

    Hands-on programs for CFOs, controllers, and analysts, built on your own workflows.

Compare all services Capabilities: AI implementation, workflow automation, data and analytics, training

Start where you are

Pick the role that fits, we'll route you to the engagement built for it

For CFOs

AI strategy your board can act on

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For Controllers

AI without breaking the audit

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For FP&A leaders

Faster cycles, sharper insight

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For PE portfolio operators

Finance value creation across the portfolio

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Not sure which fits? Take the AI Readiness Scorecard for $149 or see all roles.

Diagnostic tools

Size the opportunity before you scope the work.

Self-serve assessments with a free result and an optional full report.

Tools and pricing

AI Readiness Scorecard

Score your finance team across eight dimensions and get a Crawl, Walk, or Run classification.

AI ROI Calculator

Model time savings, cost reduction, and error-rate improvement across core finance workflows.

Governance Policy Generator

Generate an AI governance policy calibrated to your regulatory environment.

Also from RoboCFO: Trustward, software for registering and governing the apps your team builds with AI.

Glenn Hopper

Who you work with

Led by a CFO who builds.

Glenn Hopper has spent two decades leading finance transformation at the intersection of corporate finance, data, and AI. Multi-time CFO. Author of two books on AI in finance. Instructor at Duke, CFI, AICPA, and LinkedIn Learning.

Duke Fuqua
Adjunct faculty
LinkedIn Learning
Course instructor
Corporate Finance Institute
Course author
AICPA & CIMA
Course author
About Glenn SpeakingBooks

Featured in

Insights

Latest thinking

Insights hub FrameworksGuides

AI Can Run Most of Treasury. Deciding How Much Is the Job.

Cash positioning, payment routing, FX, intercompany. Each treasury workflow sits differently on the trust boundary. Here's how to decide where an agent runs on its own and where a person stays in the loop.

Vibe Coding Came to Finance. The Guardrails Didn't.

Finance teams are building their own apps with AI, from cash-forecast dashboards to close checklists. The upside is real. So is the shadow code nobody can see, log, or turn off.

Inside an Agent Harness. Components, Patterns, and What Production Actually Requires.

A component-level walkthrough of how agent harnesses work in production. The action loop, the ten core components, the capability-risk spectrum, and what changes when you're building for finance.

Talk about your plan.

Tell us what your finance team is trying to change. We’ll tell you where AI fits, what it takes to build, and how to keep it governed.

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