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 — faster close, cleaner data, stronger controls, and a finance function that scales without scaling headcount.
Why Now
AI in Finance isn't judged in a lab. It's judged in five places — your close, your journals, your audit, your regulator, and the person who signs the number.
78% of CFOs are investing in AI. Only 47% believe their teams are ready. The gap is where risk lives — competitors using AI pull ahead on speed, top talent leaves for firms that have it, and boards now ask AI-maturity questions at the deal table. Immature answers cost valuation.
AI amplifies whatever it touches — including broken processes, dirty data, and undocumented controls. A pilot launched on an unreliable GL produces narrative no CFO can defend. The biggest AI mistakes in Finance aren't model mistakes. They're operating-model mistakes.
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 — if you give them the tools, the training, and the human-in-the-loop protocols to do it.
Six stages. Each one earns the right to scale to the next.
Stage 01
Shared ambition, success measures, sponsorship, and decision rights.
Stage 02
Maturity across data, tech, people, controls, and governance.
Stage 03
Use cases scored by value, feasibility, risk, and readiness.
Stage 04
Sequenced plan, business case, operating model, and governance.
Stage 05
Design, test, and implement AI workflows with human-in-the-loop oversight.
Stage 06
Track value, monitor adoption and risk, and expand what works.
Who We Serve
We meet leaders where they are on the AI maturity curve. From first workshop to running the function.
Translate AI ambition into measurable financial outcomes; defend AI-touched numbers to the board, audit committee, and regulators.
Compress the close, automate reconciliations, eliminate exception-heavy work; own data quality as a Finance discipline.
Faster reforecasts, AI-generated variance commentary, continuous scenario modeling without rebuilding the model every cycle.
Reduce manual provision and compliance prep; scale tax execution across jurisdictions without proportional headcount.
Continuous liquidity visibility, AI-driven cash forecasting, fraud and payment anomaly detection across banks and entities.
Continuous controls monitoring, AI-output validation, audit defensibility for every AI-touched output.
Combines rules-based automation with AI to handle non-standard data and exceptions.
Coordinates and executes multi-step finance workflows across systems with limited human input.
Generates explanations, summaries, and responses based on patterns in data.
Forecasts outcomes and surfaces exceptions using explainable ML.
Continuously detects unusual patterns or control breaches.
We sequence the work from opportunity to operating model — and operate it for you when you're ready.
Assess Finance, Risk, and Tax AI readiness. Pinpoint high-impact use cases aligned to value, feasibility, and risk.
Establish Finance, Risk, and Tax-grade AI governance and controls. Ensure explainability, auditability, and compliance with SOX, IFRS, tax-authority and model-risk frameworks.
Design and implement prioritized AI use cases. Redesign workflows end-to-end and build the KPI/value model.
Operate and scale AI-enabled Finance, Risk, and Tax processes. Deliver governed automation, real-time visibility, and exception management.
The Platform
Where your systems end, PRISM begins. Every integration, every process. 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.
Real-time visibility into finance workflows; monitor transaction status and surface bottlenecks across the close cycle.
Close cycle up to 40% faster
Embeds proactive controls and continuous risk monitoring; automated exception detection and audit-ready documentation.
Fewer audit findings, always audit-ready
Best-in-class technology reduces demand on team capacity; higher throughput without sacrificing accuracy.
More output, no headcount increase
Click-by-click monitoring of cycle times and quality KPIs through role-based dashboards.
SLA accountability on every task, always
Predictive analytics and scenario modeling that surface forward-looking intelligence aligned to the business.
Finance stays aligned with the business, always
Accelerators
600+ public companies. 280+ PE/VC firms. 2,500+ clients. Backed by Carlyle and CVC.
Case Studies
Close cycle reduced from 10 to 3 days · 60% fewer manual entries · 75% faster reconciliations
300+ hours/month manual effort eliminated · Real-time GL discrepancy visibility · Audit-ready trail
30–40% forecast accuracy improvement · 15% churn reduction · Real-time portfolio insight
We start with Finance, Risk, and Tax workflows — not generic AI capabilities. Every solution is engineered from the inside out by people who have run the close, signed the provision, and defended the numbers.
Whether you're scoping a first workshop, building the business case, or ready to operate at scale — we'll meet you where you are. Contact us for a 30-minute scoping conversation.
