For CFOs / Persona Hub
You know AI belongs in finance. You just cannot see what it does for yours. We show you, then we build it.
Imagine walking into the board meeting already knowing the numbers, with one view of the whole operation instead of eleven systems pretending to be one. We show you what is genuinely possible for your finance function, prove it on your real data, and build the parts that earn their place.
You did not buy a tool problem. You inherited one.
Every CFO we work with arrived at the same place by a different route. The shapes are predictable.
The CRM never delivered
Salesforce, HubSpot, Dynamics. The license is paid. The pipeline is still updated in a spreadsheet. Adoption is below 40 percent and another training cycle will not fix it.
The ERP feels like 2010
Close cycles drag. Reports arrive late. Reconciliations require three exports and a CSV merge. The system was not built for the way the business actually runs today.
You are paying the headcount tax
Three operations roles whose actual job is moving data between systems. The titles say analyst. The work is integration. The cost is on your P&L.
Process compliance is fiction
The 25 step workflow exists in Confluence. Reps complete 17 of them. The other 8 happen at quarter end, in a panic, with errors that finance pays to clean up.
Reports are always late, wrong, or both
Monday morning numbers arrive Wednesday afternoon. The CEO asks a question. The answer takes a week. By then the decision has already been made without the data.
Adding tools is making it worse
Every new platform promised consolidation. Each one became another integration point. Your stack is now eleven systems pretending to be one.
Here is the ground a unified finance function recovers.
These numbers come from operating data across deployments in finance, distribution, contracting, and professional services.
Four levers. No migration. No rip and replace.
We build inside the systems you already pay for, prove it in your environment, and document everything for your audit committee.
Unified Operations Dashboard
One pane of glass over the systems you already own.
Your CRM becomes a database. Your ERP becomes a database. The dashboard becomes the workplace. Executives ask questions. The system answers in plain English with the source data attached.
- Real time pulls from Salesforce, HubSpot, NetSuite, QuickBooks, Slack
- Conversational BI layer for executives who do not want another report
- Audit trails, role based access, ISO 42001 aligned governance
- Built on Microsoft Copilot Studio, Azure OpenAI, or Claude depending on your stack
CRM Replacement Without Migration
Wrap, connect, replace in phases. Not all at once.
Most CRM replacement projects fail because they try to do everything in one cutover. We wrap the existing CRM, build the new workflow layer on top, run both in parallel, then phase the database out only when the surface is proven.
- Phase 1: surface layer goes live in 30 to 45 days
- Phase 2: workflow automation eliminates manual handoffs
- Phase 3: database migration only if and when it makes financial sense
- No big bang cutover. No 18 month implementation hellscape.
AI Agents That Enforce Process
Your 25 step process. Actually completed. Every time.
AI agents validate data at every step, trigger the next action when a step completes, and escalate exceptions to a human approver. Your team stops being the integration layer and starts operating again.
- Human in the loop for high value or exception decisions
- Structured validation rules tied to your GL codes, contract terms, vendor records
- Complete audit trail of every action: who, what, when, why
- SOX, HIPAA, and EU AI Act aligned by default
The Operations Diagnostic
The math on what your stack is actually costing you.
Before any build. Before any pitch. We map every system and every handoff in your operating environment. You leave with a phased plan, an ROI model your audit committee can review, and the option to walk away with the report alone.
- Full stack inventory: licenses, seats, integration points, manual handoffs
- Workflow leakage audit across sales to cash and procure to pay
- Headcount tax calculation tied to actual labor cost
- 90 day, 180 day, and 12 month phased recovery plan
Three deployments. Documented outcomes.
No pitch decks. No hypotheticals. These are production systems running today with measurable financial impact.
The CFO Command Center
An incoming CFO of a 47 location automotive retail group got a private AI command center built around his role. Capture, a self filling takeover checklist, 13 week cash, payables math, and reputation monitoring. Nine releases in four days. He walked in already knowing the business.
Project IQ Knowledge Layer
California's largest hillside structural engineering firm walked away from an 85 percent complete Salesforce migration. We built a unified knowledge layer over their existing systems. 80 hours per week recovered. About $24,000 per month in capacity.
Multi-Tool Practice Dashboard
An Encino-based estate and family law firm serving high net worth families. Lawcus, RingCentral, Microsoft 365, accounting, and three AI providers behind one Cloudflare Zero Trust login. Privacy and compliance baked in.
Conversational BI for Executives
A fresh produce distributor replaced static dashboards with a conversational BI layer over their existing systems. The CEO used real time margin analysis during merger negotiations. About $80,000 in annualized labor value back.
The thinking behind the work.
Every CFO who has hired us read at least two of these first. Start with the anchor.
Your CRM Is Not Broken. Your Stack Is.
The Math That Should Come Before the Build
Why Set It and Forget It Is the Most Dangerous Phrase in AI
The AI Adoption Blueprint (53 page guide)
Structural Engineering: 9.6x Phase 1 ROI
ISO 42001 and AI Governance for Audit Committees
See what AI does for your finance function before you commit a dollar to building it.
Thirty days. Full stack inventory, workflow audit, and a phased plan with ROI math your audit committee can review. It costs less than one month of the headcount tax, and you can walk away with the report and never hire us. Most do not.
Or call directly: 844 659 1333 / [email protected]