For controllers
Improve throughput with controls built in.
Every AI tool that touches the close, payables, or revenue starts an audit conversation. RoboCFO helps controllers find the work that is safe to automate, redesign the workflow, and write approval, documentation, and evidence requirements into the implementation scope.
Discuss a projectCommon challenges
What we hear from controllers
SOX questions
How AI fits into the close, AP, revenue recognition, or any process that feeds financial reporting.
Audit trail gaps
Vendors whose products fit the work but can’t produce the documentation your auditors will ask for.
Tools arriving faster than review
AI features show up in the ERP, the AP platform, and the expense tool faster than your vendor review cycle can assess them.
A faster close without new findings
Pressure to shorten the close without creating control deficiencies, audit findings, or examiner questions.
Priorities
What the work needs to address
Protect the control environment
Define approval, review, documentation, and audit trail requirements before a new workflow goes live.
Reduce manual work
Focus on repeatable tasks in close, payables, reporting, and related processes where automation can relieve the team.
Keep ownership clear
Establish who monitors the workflow, handles exceptions, and approves changes after implementation.
Common first projects
- AP invoice matching and exception routing
- Expense categorization
- Journal entry review and anomaly flags
- Contract review for revenue recognition
- Account reconciliation preparation
- Flux analysis and close commentary
Relevant services
Ways we can help
Governance Pack
$25k–$45k · 4–6 weeks
An AI policy, risk register, vendor evaluation framework, rollout plan, and a trained policy owner on your team.
AI Pilot
From $60k · 8–12 weeks
One use case in production with an audit trail, model documentation, and evidence your auditors can test.
Operations Retainer
From $5k/month
Audit support, vendor reviews, and governance updates for controllerships running AI in production.
Published prices are starting points. We scope and quote after a 30-minute call.
Explore all servicesSelected work
Related engagements
Production finance automation
Spreadsheet production accounting moved to a structured pipeline: 5x throughput and 170 to 250% first-year ROI.
Read the engagement Top 10 accounting firmAI training and governance
The firm’s AI policy turned into hands-on training that follows the engagement lifecycle.
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 for SOX-regulated environments
Model documentation, controls testing evidence, and vendor risk assessments are standard deliverables on controllership work. When your external auditors’ input affects scope, we coordinate with them directly.
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 us about AI inside your control environment.
Book a 30-minute scoping call about your control environment, the AI tools already in use, and the next step.
Ask SAL