We help Chief Financial Officers reduce manual inefficiencies so the finance, risk, and tax organizations can move from reporting the past to becoming forward looking strategic partners.

CFGI provides comprehensive artificial intelligence capabilities tailored specifically for the office of the CFO. We deliver measurable finance outcomes through scalable automation, audit ready controls, and disciplined operating models.

Core Intelligence Capabilities

EVALUATE • PRIORITIZE • PLAN

Readiness and Opportunity Identification

We assess finance, risk, and tax readiness to pinpoint high impact use cases. By evaluating your current data and technology landscape, we help you prioritize opportunities based on value and feasibility to build a clear, board ready roadmap.

GOVERN • AUDIT • COMPLY

Responsible Governance and Controls

Deploying advanced automation without robust controls creates risk. We establish finance grade governance structures that align directly with Sarbanes Oxley requirements, tax regulations, and privacy standards to ensure complete auditability.

DESIGN • BUILD • DEPLOY

Use Case Implementation

We transform concepts into scalable outcomes. By completely redesigning workflows and selecting the appropriate tools, our teams design, build, and deploy automated processes that cut manual effort and free your team to focus on strategic initiatives.

OPERATE • SCALE • OPTIMIZE

Digital Workforce Managed Services

We operate and scale your enabled processes using digital workers. Supported by a centralized client portal and real time visibility, we maintain governance and continuous optimization to deliver constant finance operations without increasing headcount.

Powered by PRISM

Where your internal systems end, the PRISM Command Center begins. This platform provides the technology layer for our managed services, offering one unified source of financial truth and orchestration.

Process Visibility

Gain real time visibility into finance workflows. Monitor transaction status and identify bottlenecks to accelerate the close cycle by twenty to forty percent.

Risk Mitigation

Embed proactive controls and continuous risk monitoring into daily operations. Automated exception detection ensures you remain permanently audit ready.

Intelligent Capacity

Leverage best in class technology to reduce the demand on team capacity, driving higher throughput without sacrificing accuracy or adding new employees.

Service Performance Metrics

Track every process click by click to monitor cycle times and quality metrics. Live dashboards ensure strict service level agreement accountability on every single transaction.

Why CFGI for Artificial Intelligence?

Our differentiation is rooted in an integrated model engineered from the inside out. Every engagement is purpose built to generate tangible results backed by the governance infrastructure required to protect the business.

Finance First Strategy

Every solution we build is designed for explainable, audit ready outcomes rather than generic automation. We prioritize the integrity of your financial reporting above all else.

Human Oversight Built In

Technology should amplify your talent, not replace accountability. Every automation we deploy is anchored by meaningful human in the loop protocols to ensure precision and trust.

Tax and Risk Integrated

We do not treat compliance as an afterthought. Our governance frameworks are aligned to internal audit requirements, tax compliance rules, and data privacy protocols from day one.

Start with a Five Week Assessment

We facilitate a focused sequence of working sessions to baseline your maturity, identify actionable automation opportunities, and deliver a prioritized execution roadmap tailored to your specific pain points and budget constraints.

David Shebay

David Shebay

Partner

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Carina Hira

Carina Hira

Partner

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Sean Piche

Sean Piche

Partner

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