RoboCFO is a consulting firm purpose-built for AI in finance. The firm sits at the intersection of corporate finance and artificial intelligence, helping CFOs, finance teams, and PE operating partners ship AI capability that translates into measurable EBITDA inside hold-period and fiscal-year windows. RoboCFO operates as a brand of G3 Consulting and serves growth-stage operators, mid-market PE-backed portfolios, and enterprise finance functions.
The work runs across four product lines that compound on each other. Consulting engagements move clients from assessment to production through a structured ladder: Sprint, Pilot, Transformation, Operations Retainer, Governance Pack, and Academy. Productized assessments at the $149 to $199 price point give buyers a self-serve entry. The AI Readiness Scorecard, the AI ROI Calculator, and the AI Governance Policy Generator each produce a working diagnostic in fifteen minutes and apply the same structured framework the firm uses inside engagements. Three published books anchor the writing arc, joined by a regular cadence of industry research, frameworks, guides, podcasts, and newsletters. Corporate training and online courses complete the catalog, alongside speaking and keynotes for AGMs, operating partner offsites, and finance leader summits.
The methodology starts in finance for a reason. Finance is the function where AI has the cleanest ROI math, the most structured data, and the highest scrutiny on outputs. It is also where most AI advisory firms get stuck. RoboCFO was built by operators who ran finance functions before they built the firm, which means engagements are scoped around the close calendar, the audit cadence, the QofE conversation, and the partner-meeting window. AI capability ships into a finance function that already runs cleanly. Once the proof point lands there, the same operator-grade methodology generalizes to commercial, operations, and HR work inside the same company.
Vertical depth is calibrated to the buyers most exposed to the AI-in-finance moment. The Private Equity section is built around hold-period economics, fund-level engagement structures, and the reality of running AI value creation across a portfolio. An Enterprise section is in development for finance leaders inside larger operating companies. Both verticals share the same methodology and product catalog underneath.
The bet is simple. AI in finance is the most leveraged operational shift in a generation. The firms that ship it well will look fundamentally different at exit, at IPO, or at their next strategic review. RoboCFO exists to make that shift land.