For CFOs
AI for CFOs: where to actually start
If you're accountable for AI strategy in finance, here's the engagement spectrum built for that responsibility.
You're carrying the AI conversation at the board level, the ROI conversation with your CEO, and the implementation conversation with your team. The right starting point depends on whether you need a strategy, a working capability, or a multi-quarter program. The spectrum below maps each.
What you're probably dealing with
Common patterns
The most common pattern across CFO conversations:
- Board pressure for an AI strategy without a clear bridge from "AI is interesting" to "AI is producing measurable value in our finance org"
- ROI accountability for AI spend, often without a defensible baseline to measure against
- Governance and risk concerns from your audit committee, examiners, or CISO that your AI vendors do not speak fluently
- A talent gap between "we have AI tools" and "we have AI capability across the finance team"
If two or more of these are live for you right now, you're in the right place.
Where to start
Entry points calibrated to where you are
Four entry points calibrated to where you actually are.
You want a quick read
AI Readiness Scorecard ($149)
Diagnostic across seven dimensions, personalized report in 15 minutes, no call required. The output is a board-shareable document that surfaces where your team stands and what's most worth pursuing first.
You want a structured first step
RoboCFO Sprint ($15k to $25k, 3 to 4 weeks)
Stakeholder interviews, maturity diagnostic, three to five candidate use cases sized directionally, and a recommended 90-day path. You walk away with a deliverable your board, your CEO, or your PE sponsor can act on.
You're ready to ship
RoboCFO Pilot (starting at $60k, 8 to 12 weeks)
One production AI use case end-to-end, deployed in your environment, with ROI measured against a documented baseline. The Sprint identifies it, the Pilot ships it.
You need org-wide capability
RoboCFO Transformation (starting at $500k, 6 to 18 months)
Multi-workstream program with named workstream leads inside your organization, embedded delivery team, governance from day one, board-ready quarterly reporting. For finance organizations rolling out AI at scale.
Why work with RoboCFO
Built by an operating CFO
Glenn Hopper is an experienced CFO who has built finance teams, led AI implementation in finance, and writes the playbook that other CFOs use. The work is grounded in operating reality, not theoretical advisory.
- Multi-time CFO across PE-backed companies spanning consumer and legal tech, retail, and technology
- Author of Deep Finance, AI Mastery for Finance Professionals, and The AI-Ready CFO
- Faculty at Duke Fuqua Executive Education; course developer for LinkedIn Learning, CFI, and AICPA
- Advisory board roles at Preql, GENCFO USA, AI Leaders Council, and the Crews School of Accountancy at the University of Memphis
- Engagements across mid-market through enterprise finance organizations
Talk to a CFO about your AI move
Schedule a 30-minute scoping call. Glenn leads it personally for CFO-level engagements. We'll talk through your situation and recommend what fits, whether that's a $149 self-serve start or a multi-quarter program.
Ask SAL