Finance experience meets technical delivery.

RoboCFO is the consulting practice of G3 Consulting. We work with growth-stage companies, PE-backed portfolio companies, and finance functions inside larger enterprises. Clients usually arrive with a specific problem: a close that runs too long, a forecast nobody trusts, reporting spread across a dozen systems, or a team using AI tools with no policy behind them.

Engagements start in one of three places. The AI Readiness Sprint takes three to four weeks and ends with candidate use cases and a 90-day plan. The Pilot takes one use case into production in eight to twelve weeks, measured against a documented baseline. A Transformation runs several workstreams at once over six to eighteen months. The Governance Pack, RoboCFO Academy, and the Operations Retainer cover policy, training, and support after launch.

We start in finance because finance has the cleanest ROI math, the most structured data, and the closest scrutiny on its outputs. An agent that drafts variance commentary or matches invoices has to hold up through the close calendar, the audit, and the board deck. The people who built this practice ran finance functions before they advised them, so engagements are scoped around those constraints from the first week.

Private equity has its own section, covering AI diligence, the value creation playbook, and post-merger integration for operating partners and portfolio company CFOs.