Services Overview

Finance expertise.
Technology that works.

Choose the right AI investments, put them to work and help your finance team own the result. Explore consulting, practical workflows and products in one place.

Find your starting pointDiscuss a project
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Ways to engage

Start with what you need to accomplish.

Six consulting engagements, each with a defined scope and a direct path to the details.

Published prices are starting points. We scope and quote after a 30-minute call.

Workflows and delivery

The services connect around the work.

Cash Forecasting and Liquidity

Know when cash gets tight and what you can do about it.

Variance Analysis and Management Reporting

Spend the review meeting on what changed and what to do next.

Payables and Invoice Workflow

Give invoices a reliable path from intake to review.

DirectionFinance AI leadership Priorities and investment decisionsBoundariesGovernance Approval, access and accountability

The work at the center

A finance workflow your team can own.

Cash forecasting. Variance analysis. Payables. Or another process with a clear business owner.

Explore the workflows
DeliveryImplementation Build, test and integrate
ContinuityTraining Ongoing support Adoption and reliable operation
Choose the support the work requires. These are connected capabilities, not a mandatory sequence of engagements.

Products and self-serve tools

A focused starting point, on your terms.

Self-serve reports and software are separate from consulting engagements.

$149 full report

AI Readiness Scorecard

Assess your finance organization's readiness and identify the gaps to address.

Explore

$149 full report

AI ROI Calculator

Build a business case for one use case, with implementation costs and potential returns.

Explore

$199 policy document

AI Governance Policy Generator

Draft a policy tailored to your organization for review and adoption.

Explore

Product / private preview

Trustward

Govern the AI-built apps your finance team creates, including data access, ownership and an off switch.

Explore

The assessment tools include a free starting tier. Compare tools and the report bundle.

Private equity

Support through the investment lifecycle.

AI due diligence

Assess AI capability and risk before an investment.

Post-merger integration

Connect finance systems and processes after a transaction.

Portfolio governance

Set consistent AI controls across portfolio companies.

Value creation planning

Connect finance AI initiatives with the investment thesis.

Private equity practiceChassi technology partnership

Speaking and learning

Bring the conversation to your team.

Speaking and keynotes

Bring a practitioner's perspective on AI and finance to your event or leadership meeting.

Courses and corporate training

Explore focused learning formats, workshops and courses beyond the Academy program.

Books

Explore Glenn's published work on finance, AI adoption and organizational change.

Across every engagement

Finance comes first.

AI implementation

Architecture, evaluation and integration into finance work.

Workflow automation

Process redesign, exception routing and system connections.

Data and analytics

Reliable source data, reporting and decision support.

Governance and enablement

Controls, team capability and ongoing ownership.

Know the problem, but not the starting point?

Tell us what needs to improve. We will help define the right scope and the people needed to deliver it.

Discuss your project See selected work
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