For FP&A leaders
Give analysts more time for decisions.
Your analysts spend real hours on variance commentary, planning model upkeep, and the data cleanup that has to happen before any insight shows up. RoboCFO helps FP&A teams fix the data underneath, automate the repeatable preparation, and put AI to work in planning and reporting, with analysts still reviewing the output.
Discuss a projectCommon challenges
What we hear from FP&A leaders
Variance commentary every cycle
Senior analysts spend days each month writing explanations instead of looking forward.
Model maintenance
Planning models eat hours that should go to scenarios and decision support.
Cleanup before analysis
Too much of the cycle goes to cleaning and reconciling data before anyone can analyze it.
Planning tool sprawl
Datarails, Pigment, Anaplan, Workday Adaptive Planning, and Planful each ship AI features, and they compete for the same budget and attention.
Priorities
What the work needs to address
Improve the data foundation
Address the pipelines, definitions, and model inputs that shape planning and management reporting.
Automate repeatable analysis
Identify work such as variance preparation and narrative drafts that can be streamlined while keeping analyst review.
Support adoption
Train the team and define checks so new capabilities are useful in the planning cycle.
Common first projects
- Variance commentary drafts
- Planning copilots for analysts
- Headcount and spend forecasting
- Board narrative drafts
- Driver-based forecast models
- Management reporting automation
Relevant services
Ways we can help
AI Readiness Sprint
$15k–$25k · 3–4 weeks
Three to five candidate FP&A use cases, sized and ranked, and a 90-day plan.
AI Pilot
From $60k · 8–12 weeks
One FP&A capability in production, used by your team on real data, with ROI measured.
RoboCFO Academy
From $30k · 8 weeks
Role-specific tracks and hands-on labs built on your own planning models.
Published prices are starting points. We scope and quote after a 30-minute call.
Explore all servicesSelected work
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Read the engagementWho leads the work
FP&A experience behind the work
Glenn Hopper co-writes the AI FP&A Office newsletter, which works a real FP&A problem through AI every week, and is the former host of FP&A Today, one of the most widely followed podcasts in FP&A. Advice on planning tools is vendor-neutral.
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 your FP&A use case.
Book a 30-minute scoping call about your team, your planning stack, and the use case that would pay off soonest.
Ask SAL