For Controllers
AI for Controllers: ship without breaking the audit
AI in controllership means SOX-grade governance, audit-ready artifacts, and tight scope. Here's the engagement path built for the controllership function.
You're balancing pressure to accelerate the close and modernize controls against the reality that every new AI tool entering your stack creates an audit conversation. The right starting point puts governance and use case work on parallel tracks so you ship value without expanding risk. The spectrum below maps each entry point.
What you're probably dealing with
Common patterns
Common patterns across Controller conversations:
- SOX compliance questions about AI in close, AP, revenue recognition, or any process that touches financial reporting
- Audit trail and documentation requirements that your AI vendors do not speak natively, even when their product is otherwise a fit
- Vendor governance for tools entering the stack faster than your review cycle can keep up
- Pressure to accelerate the close without creating new control deficiencies, audit findings, or examiner questions
If two or more are live, this is the right page.
Where to start
Entry points calibrated to where you are
Four entry points calibrated to controllership reality.
You want a quick read
AI Governance Policy Generator ($199)
Generates a baseline AI policy customized to your industry and team size in 15 minutes. The output is a working draft you can extend, share with legal, or use as the proof of concept for a larger engagement.
You're building governance now
RoboCFO Governance Pack ($25k to $45k, 4 to 6 weeks)
Full governance package: AI policy document, risk register, vendor evaluation framework, rollout plan, and a trained policy steward inside your team. Built to hold up under audit committee, board, or examiner review.
You're shipping a use case in production
RoboCFO Pilot, Standard tier (starting at $120k, 8 to 12 weeks)
One AI use case in production with regulated-industry scope: SOX-compliant audit trail, model documentation, examiner-ready evidence. Common Pilot use cases for controllers: AP invoice processing, expense categorization, journal entry analysis, contract review.
You need ongoing audit support
Operations Standard ($15k/month)
Ongoing AI operations with audit support, vendor reviews, and governance refresh built in. Designed for controllerships running multiple AI capabilities in production who need a partner who speaks both AI and SOX.
Why work with RoboCFO
Built for SOX-regulated environments by default
The work is built for SOX-regulated environments by default, not as an afterthought.
- Governance frameworks designed for audit committee and examiner review
- Audit-ready artifacts as standard deliverables (model documentation, controls testing evidence, vendor risk assessments)
- Glenn Hopper's controllership and finance ops background
- Author of Deep Finance, AI Mastery for Finance Professionals, and The AI-Ready CFO
- Multiple SOX-regulated client engagements completed
- Coordination with your external auditors when their input affects scope
Talk to us about AI inside your control environment
Schedule a 30-minute scoping call. We'll talk through your control environment, current AI footprint, and the next-best move. We can start with a baseline policy, a full Governance Pack, or jump directly into a regulated-industry Pilot.
Ask SAL