For CFOs
Make finance technology a working capability.
The board wants an AI plan, the CEO wants the ROI, and your team wants to know what changes on Monday. RoboCFO helps you decide where AI and automation belong in the finance function, deliver the first projects, and set the measures and ownership that keep them running after launch.
Discuss a projectCommon challenges
What we hear from CFOs
Board pressure for an AI plan
The board wants a strategy, and nothing yet connects “AI is interesting” to measurable value in the finance org.
ROI with no baseline
AI spend is growing, and nobody measured the process before the tools arrived, so there is nothing defensible to compare against.
Risk questions from the audit committee
The audit committee, examiners, or the CISO ask about AI risk in terms your vendors don’t answer well.
Tools without capability
The licenses are bought. The team’s ability to use them across the close, planning, and reporting is uneven.
Priorities
What the work needs to address
Set a useful agenda
Assess the finance processes, data, systems, and risks that should shape the technology roadmap.
Make the business case
Define the outcome, baseline, costs, control requirements, and decision points before committing to a build.
Move into operation
Coordinate implementation, team adoption, governance, and a practical handoff.
Common first projects
- Executive Q&A over financial data, with cited answers
- Board and lender reporting packages
- Thirteen-week cash forecasting
- AI vendor selection for the finance stack
- AI policy and governance for the finance function
- A finance AI roadmap tied to the budget cycle
Relevant services
Ways we can help
AI Readiness Sprint
$15k–$25k · 3–4 weeks
Stakeholder interviews, a maturity read, three to five candidate use cases, and a 90-day plan your board or PE sponsor can act on.
AI Pilot
From $60k · 8–12 weeks
One use case in production in your environment, with ROI measured against a documented baseline.
Transformation
Scoped per program · 6–18 months
Several workstreams with named owners inside your team, governance from day one, and quarterly reporting to the board.
Published prices are starting points. We scope and quote after a 30-minute call.
Explore all servicesSelected work
Related engagements
Executive financial Q&A
Replaced a multi-day relay of analysts and emails with validated, cited answers in seconds.
Read the engagement Large-cap telecomEnterprise data architecture and governance
A buildable reference architecture and governance framework, written before the people who held the knowledge retired.
Read the engagement Multi-asset family officeConsolidated portfolio intelligence
Seventeen QuickBooks instances consolidated into one pipeline, with automated reporting and asset-class forecasting for a $45M portfolio.
Read the engagementWho leads the work
Built by an operating CFO
Glenn Hopper has run finance functions as a CFO, built finance teams, and written the books other CFOs use to plan their AI work. He leads the first conversation for CFO-level engagements.
About Glenn Hopper- Former CFO of multiple companies, including PE-backed businesses in consumer and legal tech, retail, and technology
- Author of Deep Finance, AI Mastery for Finance Professionals, and The AI-Ready CFO (Wiley, 2026)
- Teaches AI and finance through Duke Fuqua, the Corporate Finance Institute, the AICPA, and LinkedIn Learning
- Advisory boards at Preql, GENCFO USA, the AI Leaders Council, and the Crews School of Accountancy at the University of Memphis
- Former host of the FP&A Today podcast; commentary in Forbes, Fortune, and The New York Times
Talk to a CFO about your AI plan.
Book a 30-minute scoping call with Glenn. He leads it personally for CFO-level engagements, and you leave with a recommended first step.
Ask SAL