About

A consulting firm at the intersection of corporate finance and artificial intelligence. We work with CFOs, finance teams, and PE operating partners to ship AI capability that translates into measurable EBITDA.

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.

Glenn Hopper

Founder

Glenn Hopper

Finance strategist, AI researcher, author, and educator helping CFOs and FP&A leaders build smarter, faster, tech-enabled finance teams.

Glenn Hopper is a finance and technology strategist with over two decades of experience leading transformation at the intersection of corporate finance, data, and AI.

He has served as a multi-time CFO and currently leads AI research and solution development for finance and accounting teams. His work focuses on applying automation, analytics, and machine learning to drive better financial performance and smarter decision-making.

Glenn is the author of three books on artificial intelligence in finance (Deep Finance: Corporate Finance in the Information Age, AI Mastery for Finance Professionals, and The AI-Ready CFO), and teaches AI and finance courses through Duke University’s Fuqua School of Business, the Corporate Finance Institute, AICPA, and LinkedIn Learning. He serves on advisory boards for Preql, the Crews School of Accountancy at the University of Memphis, GENCFO USA, and the AI Leaders Council. His insights have been featured in Forbes, Fortune, and The New York Times.

He holds a master’s degree in finance and a graduate certificate in business analytics from Harvard University, and an MBA from Regis University.

Implementation Partners

Nathan Bell

Nathan Bell

Co-Founder & Managing Partner

VAI Consulting

Nathan Bell is Co-Founder and Managing Partner of VAI Consulting, where he helps CFOs and technology leaders deploy data, analytics, and AI to turn finance into a competitive advantage. He brings decades of operating and CFO advisory experience with deep fluency in fintech stack design, digital transformation, and board governance. Nathan is a frequent speaker on AI in finance and a Harvard Business School alum.

Andrew Williams

Andrew Williams

Founder

New901

Andrew Williams is the Founder of New901, a Memphis-based operations partner that designs and builds the workflow systems, data infrastructure, and custom software that growing companies, nonprofits, and civic institutions need to scale. His team pairs operational discipline with practical AI integration, working with clients across hospitality, professional services, and mission-driven organizations. Andrew also leads engineering work through Smugglers.io.

Cindy Vindasius, CPA, MBA

Cindy Vindasius, CPA, MBA

Founder & CEO

Vindasius Advisory

Cindy Vindasius is the Founder and CEO of Vindasius Advisory, a Silicon Valley firm that guides hypergrowth companies through ERP transformations and other complex transitions before and after IPO. With more than 30 years of experience and clients including 10x Genomics, Tesla, Apple, and 23andMe, she brings deep expertise in cost accounting, inventory, data structure, equity, SOX compliance, and the scalable control infrastructure these transitions require. Cindy is known for not only fixing system and process gaps, but also training teams to own the work so the same problems do not return.

Tyler Johnson

Tyler Johnson

Founder

PrivOps

Tyler Johnson is the Founder of PrivOps, an enterprise data and governance firm that partners with CIOs and data leaders to modernize data flows, govern AI-ready environments, and automate identity and access without ripping out legacy systems. He is the original inventor of the data fabric architecture and holds 25 patents in data integration and coordination infrastructure, with portfolio citations from Amazon, Microsoft, and Salesforce. Tyler brings 25 years of experience spanning silicon design at HP, enterprise sales leadership, and cloud platform GTM at Rackspace.

Gabi Steele

Gabi Steele

Co-Founder & CEO

Preql AI

Gabi Steele is the Co-Founder and CEO of Preql AI, an agentic data cleaning platform that reconciles and contextualizes enterprise data across ERP, CRM, HR, and expense systems so AI copilots, workflows, and analytics deliver value out of the gate. Preql is backed by Bessemer Venture Partners, Felicis Ventures, Avid Ventures, and the founders of category-defining tools including Looker, Fivetran, dbt, Sisense, and Mode Analytics. Gabi is also Co-Founder of the Data Culture consultancy and a former data visualization leader at WeWork and The Washington Post, with a Master of Science in Data Visualization from Parsons.

Seth Zimmerman, CPA

Seth Zimmerman, CPA

Founder & Fractional CFO

Aptura CFO

Seth Zimmerman is a CPA and the Founder of Aptura CFO, where he serves as a fractional CFO and advisor to companies that need senior-level financial leadership without a full-time hire. His career includes full-cycle CFO experience across growth-stage businesses, with deep expertise in cash flow forecasting, 13-week liquidity planning, margin protection, financial visibility, and the operational discipline required to scale a business without losing control of its numbers. Seth holds a bachelor's degree from the University of Texas at Austin and a Master of Science in Accounting from the Fogelman College of Business & Economics at the University of Memphis, and is based in Atlanta, Georgia.

Michael White

Michael White

Founder

MashTank

Michael White is the Founder of MashTank, a Philadelphia-based operations and growth firm he launched in 2015 to help founders and owners set a clear vision and remove the friction blocking it. His practice is built on three principles: treating time as a finite investment, applying analytical rigor to problems most teams treat as soft, and aligning outcomes with the people responsible for delivering them. Michael is a Forbes Business Council contributor and a graduate of UNC's Kenan-Flagler Business School with more than 25 years working alongside executive leaders.

Industry Partners

NetSuiteRampBilltrustZone & CoAICPA & CIMAConveyBILLChassiPreqlBasisSwish AnalyticsVAI ConsultingEventus AgCloudSquidOneStreamDatarailsQFlow.ai

Ready to bring AI into your finance function?

Whether you need a keynote speaker, expert commentary, corporate training, or strategic guidance, let's connect.

Get in Touch
SALAsk SALGet in Touch