Consulting for the finance function
AI and technology consulting for finance teams.
RoboCFO is a finance technology consultancy. We help CFOs, controllers, FP&A teams, and private equity portfolio companies put AI, automation, and better data to work in the close, planning, and reporting, with the controls auditors expect. The practice is built on finance operating experience, so the work fits the close calendar, the audit, and the board deck.
What we do
- 01AI implementationUse case selection, vendor and model evaluation, ERP and BI integration, deployment, and monitoring.
- 02Workflow automationThe close, AP invoice processing, expense categorization, reconciliations, and variance commentary.
- 03Data and analyticsFinance data architecture, pipelines, governed metrics with lineage, and reporting your team trusts.
- 04Governance and enablementAI policy, controls documentation, and role-specific training for CFOs, controllers, and analysts.
From the work · 02
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.
Read the engagement- 01Standardized intakeA web form replaces inconsistent spreadsheet submissions.
- 02Automated reconciliationGL actuals matched to production budget codes.
- 03Cash spend grid updatesGrids and actualization flags updated automatically.
- 04Exception-based reviewAccountants review only mismatches and ambiguous coding.
- 05Reporting layerBudget vs. actuals across all active productions.
- 5–9 → 20+
- projects per accountant
- $118K
- total build cost
- 170–250%
- year-one ROI
Our approach
From opportunity to operation
Every engagement starts with the finance work itself: the process, the data, the people who own it, and the controls that must hold.
Recommendations are vendor-neutral. RoboCFO doesn’t resell software or take referral fees, so the tool we recommend is the one that fits your ERP, your team, and your audit requirements.
01
Understand
Map the process and the data behind it, size the opportunity, and record a baseline so results are measured against real numbers.
02
Implement
Build inside the ERP, BI, and planning systems the team already runs, with approvals, review, and audit trail designed in from the start.
03
Embed
Hand over documentation, training, and named owners for monitoring and exceptions, so the team runs it after we leave.
Who we help
Built around finance responsibilities
CFOs
An AI plan the board can act on, an ROI case with a real baseline, and governance the audit committee accepts.
Controllers
A faster close, AP, and reconciliations, with approvals, documentation, and audit evidence built in.
FP&A leaders
Variance commentary, forecasting, and planning copilots, with cleaner data underneath and analysts still reviewing.
Private equity
AI diligence, value creation playbooks, and portfolio-wide rollouts for operating partners and portfolio company CFOs.
Selected work
Consulting in practice
Workflow Automation
5x
throughput, with 170 to 250% first-year ROI
Production finance automation
Film / Television Production
Spreadsheet production accounting moved to a structured pipeline: 5x throughput and 170 to 250% first-year ROI.
Read the engagementAI Implementation
Seconds
to a cited answer, down from four to five days
Executive financial Q&A
Fortune 500 (Publicly Traded)
A multi-day relay of analysts and emails replaced by validated, cited answers in seconds.
Read the engagementTraining & Enablement
AI training and governance
Professional Services / Public Accounting
The firm’s AI policy turned into hands-on training that follows the engagement lifecycle.
Read the engagement
Who leads the work
Glenn Hopper, founder
Glenn has spent more than two decades in corporate finance, data, and technology, including CFO roles at PE-backed companies. He wrote Deep Finance, AI Mastery for Finance Professionals, and The AI-Ready CFO, is the former host of the FP&A Today podcast, and serves on advisory boards at Preql, GENCFO USA, and the AI Leaders Council.
Duke Fuqua
Adjunct faculty
LinkedIn Learning
Course instructor
Corporate Finance Institute
Course author
AICPA & CIMA
Course author
Insights
Latest writing on AI in finance
November 4, 2026
The Pitch Can Change Your AI Investment Review
The same economics can get a different AI recommendation when the pitch changes. Test the review before relying on it for capital allocation.
November 2, 2026
Your AI Spreadsheet Has to Survive Next Month
An AI-built forecast can tie out today and miss next month's new department. Test ordinary changes before putting the workbook into recurring use.
October 27, 2026
Price the Finished Work, Not the AI Call
Measure AI cost per accepted finance output, including failed attempts, review and rework, while keeping capacity and cash savings separate.
Work with RoboCFO
Start with the work your finance team needs to change.
Tell us the problem, the systems involved, and what a better result would look like. We will help determine the right first step.
Ask SAL