Services
Productized AI for Finance Teams
Six engagements, three diagnostic tools, three retainer tiers. Pick the engagement that matches where you are.
The engagement spectrum
Four stages, your choice of entry point
Finance teams arrive at AI from different places. Some need a directional read on where to start. Some have a use case in mind and need to ship it. Some are running pilots already and need help scaling across the organization. Some need a partner who can run the whole program. Every RoboCFO engagement sits on a four-stage spectrum. You can enter at any stage. You can stop at any stage. Most clients move one or two stages over a year.
Discover
Self-serve diagnostic tools, $149 to $199, 10 to 20 minutes each.
Diagnose
Productized advisory engagements, $15k to $50k, defined deliverables.
Build
Production AI work delivered with an embedded implementation team.
Operate
Ongoing AI operations across three tiers calibrated to scale.
The compounding stage
Build ships the first capability. The retainer is where it scales — and where the value compounds quarter over quarter.
What each stage does
Why the spectrum is shaped this way
Discover
Most buyers start here. Three diagnostic tools, each $149 or $199, each producing a personalized report in 10 to 20 minutes. No call required. The Scorecard surfaces where your team stands on AI readiness across seven dimensions. The ROI Calculator builds a custom business case for one use case. The Governance Generator drafts a baseline AI policy customized to your industry and team size. These tools are not loss leaders. They produce real artifacts buyers use to make real decisions. They also serve as the on-ramp to the engagements above.
Diagnose
Three productized engagements between $15k and $50k. The Sprint is the most common entry point: a three to four week diagnostic that identifies candidate use cases and recommends a 90-day path forward. The Governance Pack builds the policy framework, vendor review process, and rollout plan finance teams need before they ship anything in production. The Academy delivers role-specific AI training to a finance cohort over six to eight weeks. These engagements are well-scoped, fully transparent on pricing, and designed to produce a clear deliverable in a defined timeline.
Build
Two engagements that put AI into production. The Pilot ships one finance use case end-to-end with measurable ROI, typically over 8 to 12 weeks. The Transformation runs a multi-quarter, multi-workstream program for finance organizations rolling out AI at scale. The boundary is straightforward. One use case in production is a Pilot. Two or more concurrent production use cases is a Transformation. Both are delivered by Glenn Hopper with an embedded team of finance technologists, data engineers, and AI specialists.
Operate
After production, finance teams need ongoing support. The Operations Retainer comes in three tiers calibrated to company size and AI footprint. Essentials for small teams running one use case. Standard for mid-cap teams with two to four use cases. Embedded for enterprise finance orgs running a full AI program with named workstream leads and dedicated capacity. Most clients move into the retainer after their first Build engagement. The retainer is where the value compounds.
How we deliver
An embedded implementation team
Production work is delivered with an embedded team of finance technologists, data engineers, and AI specialists. We bring implementation muscle to engagements that need to ship code, not just slides. We do not sell platforms. We do not get paid for vendor referrals. Recommendations are based on what fits your team.
For enterprise engagements, named workstream leads operate inside your organization with quarterly governance reviews and board-ready reporting at major milestones.
Capabilities
Four disciplines across every engagement
Across all engagements, four capability areas anchor the work. These are not separate offerings. They are the disciplines that show up across every engagement on the spectrum.
AI Implementation
End-to-end delivery of AI capabilities into finance workflows. Use case selection, model development, integration with ERP and BI systems, deployment, monitoring, and handoff.
Workflow Automation
Process redesign that combines AI with traditional automation. Close acceleration, vendor onboarding, expense categorization, AP invoice processing, and similar finance-heavy workflows.
Data and Analytics
Foundation work that makes AI possible. Data warehouse architecture, pipeline design, finance-domain data modeling, and analytics layer development.
Training and Enablement
Role-specific AI capability building. Cohort programs, executive briefings, train-the-trainer playbooks, and ongoing curriculum updates.
FAQ
Common questions
Where should I start if I'm not sure?
Most teams start with the AI Readiness Scorecard for $149. It produces a diagnostic report you can share with your board or executive team. If you want a deeper read, the Sprint covers the same ground with stakeholder interviews and a recommended 90-day path.
Do you work with PE-backed portfolio companies?
Yes. Several of our clients are portfolio companies of mid-market and lower-mid-market PE firms. The Sprint and Pilot work especially well as the first engagement with a portfolio CFO.
Can you handle SOX-regulated environments?
Yes. Pricing scales for SOX-regulated work because the scope is real (controls testing, audit trail, model documentation, examiner review). We document the specific drivers in every SOW.
What if my team needs something custom?
The productized offerings cover the common shapes of finance AI work. If your situation is genuinely bespoke, schedule a scoping call and we'll either adapt one of the offerings or build a custom engagement.
How much overlap is there between the engagements?
The spectrum is designed for clean handoffs. The Sprint produces inputs the Pilot uses. The Governance Pack output operationalizes through the Retainer. The Academy curriculum updates flow through the Retainer. The Transformation absorbs everything for org-wide programs.
Can I bundle engagements?
Yes. The most common bundles are Sprint plus Pilot, Governance Pack plus Operations Standard, and Transformation plus Operations Embedded. We discuss bundles on the scoping call.
Who actually does the work?
Glenn Hopper leads every engagement. Production work brings in an embedded team of finance technologists, data engineers, and AI specialists. For enterprise programs, named workstream leads operate inside your organization with weekly cadence.
Not sure which fits?
Schedule a 30-minute scoping call. We'll talk through your team, your goals, and which engagement makes sense as a starting point. No commitment, no sales pitch. Just a conversation.
Ask SAL