AI transformation for finance teams

Give Finance Its Own AI Engineer.

A finance-fluent AI engineer joins your team, builds the workflows you rebuild every month, and hands them over working. Live in weeks, not on next year’s IT roadmap.

  • Finance pros + AI engineers
  • Built on your data and systems
  • Controls and sign-off built in
  • Your team owns what’s built
4–6 daysfrom kickoff to first workflow live
3–5 daysreturned to the team every close
0engineers you need to hire
Free session

Bring One Workflow. Leave With a Plan.

30 minutes with a finance AI lead and an engineer.

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Finance teams running on Datarails

Sound familiar?

Sales Got AI. Support Got AI. Engineering Got Copilots. Finance Got a Slot on Next Year’s IT Roadmap.

The Claude Workflow Only One Analyst Can Run.

Rebuilt from scratch every close. When they’re out, so is the workflow.

Nobody on the Team Who Can Build It.

Finance knows exactly what to fix. IT has other priorities.

A Board Asking What AI Is Doing for Finance.

“We’re experimenting” buys you one quarter. Maybe.

You don’t need another AI tool. You need someone to build it with you.

Get my free session
How it works

An Engineer Who Speaks Finance, Embedded in Your Team.

The Forward Deployed Engineer model, built for finance. One workflow at a time, live in weeks.

  1. 01.Week 1

    Scope

    Pick the workflow. Define “done” and the controls it must respect.

  2. 02.Weeks 2–4

    Build

    Connected to your ERP, Excel and bank data. Tested on last month’s actuals.

  3. 03.One close

    Prove

    Runs alongside your current process. Your team reviews every output.

  4. 04.Then the next one

    Hand Over

    Documented and runnable by the whole team, not one analyst.

What gets shipped · ExampleLive

Monthly Variance Commentary

Inputs
ERP actualsBudget (Excel)Headcount
Logic
Flags variances over $25k or 5%. Drafts a driver-level explanation.
Controls
Every number linked to source. Controller signs off.
Runs
Close day 3, automatically
Owner
FP&A team, not one analyst
A consultant

They hand you a deck. We hand you a working workflow.

Another tool

You’d still have to build it. We build it with you.

DIY prompts

Those leave with the analyst. This stays with the team.

What we build

What Would You Take Off Your Team’s Plate First?

AI handles the assembly. Judgment and sign-off stay with Finance.

From one analyst’s prompts to a team workflow.

Today

Prompts, pasted exports and a checklist in one person’s head. Rebuilt every month.

After

Context, data refresh and checks packaged into one workflow anyone on the team can run.

Stays with Finance: the judgment calls and the final sign-off.

Bring this to your session
Results

What Changes After the First Workflow Goes Live.

Finance team reviewing numbers on a laptopB2B SaaS

450 employees · 6-person finance team

4 days → 1

to produce the monthly board pack

Built: Board pack & variance commentary, live in 5 weeks

Healthcare professionals shaking handsHealthcare services

900 employees · 9-person finance team

−3 days

off the monthly close

Built: Multi-entity reconciliation across ERP, bank & billing. 90%+ auto-matched

Residential tower balconies over a city skyline at duskReal estate investment

220 employees · 4-person finance team

12 hrs → 2

per monthly investor report

Built: Property-level BvA & investor reporting, live in 4 weeks

In their words

What It’s Like to Work With a Finance AI Engineer.

“We’d been using Claude for commentary for months, but every close someone rebuilt the context from scratch. Five weeks later it’s a workflow the whole team runs, and I can trace every number back to the GL.”
VP Finance · B2B SaaS · ~450 employees
“Our engineer spoke our language from the first meeting: accruals, cut-offs, intercompany. Nobody had to translate finance into tech, and that’s why it worked.”
Corporate Controller · Healthcare services · ~900 employees
“We showed the board real AI results in the same quarter we started.”
CFO · Logistics & distribution
“The process was clear from day one: scope, build, parallel run, handover. My team was in the room the whole way, and they own it now. It doesn’t depend on anyone outside finance.”
CFO · Real estate investment · ~220 employees
“It felt like hiring a finance engineer, without the six-month search.”
VP Finance · Fintech · ~300 employees
G2 · Capterra · Software Advice
G2 Best Software 2026 Top 50G2 Leader Winter 2026G2 Best Est. ROI Winter 2026G2 Fastest Implementation Winter 2026Capterra Best Value 2026Software Advice Front Runners 2026
Partners
MicrosoftOpenAIAnthropic
Who you’ll meet

Finance People Who Build. Engineers Who Speak Finance.

They’ve run the close. They’ve built the board pack at 11pm. And they’ve already taken finance teams from experiments to production.

Your Finance AI Lead

Former FP&A and controllership leader. Scopes the work and owns the business logic.

Your Forward Deployed Finance Engineer

Builds and tests inside your environment. Fluent in GL structures, close calendars and audit trails.

The free session

30 Minutes. One Workflow. A Straight Answer.

  • A verdict: automate it now, later, or not at all
  • What it takes: data, controls and people involved
  • A realistic scope and timeline for your first build
Get my free session

If AI isn’t the answer for that workflow, you’ll hear that too.

Request (2 min)→We email to schedule→Your session
Questions

Before You Book.

Is it really free?

Yes. No fee, no obligation. If you go further, scope and price are agreed before any work starts.

Do we need to be using AI already?

No. Many teams come a few months into ChatGPT or Claude. Others start from a manual process. Either works.

We have IT. Why do we need this?

IT keeps systems running and secure. This adds finance-specific build capacity that works within IT’s approvals.

Who will I meet?

A finance AI lead and an engineer from the FinanceOS Forward team. We’ll introduce them by email before your session.

You Don’t Need an AI Roadmap. You Need One Workflow That Works.

Start with 30 minutes on the one your team would most like gone.

Get my free session

Free · 30 minutes · No deck, no demo