The largest non-audit finance and business advisory firm globally — extending institutional knowledge into a continuous, AI-powered automated finance platform.
Talent shortage makes AI implementation harder. Economic pressures demand both automation efficiency and experienced oversight. Finance leaders must address all three simultaneously to maintain operational excellence and financial integrity.
87% of finance leaders report talent shortage, up from 63% in 2020. A 150% surge in open accounting and finance roles in one year. 60+ days to fill a position. 75% of CPAs near retirement age. 340,000 fewer accountants in the U.S. workforce vs. prior years.
78% of CFOs are investing in AI, but only 47% believe their teams are ready. 49% now use AI for finance tasks (doubled from 23% in 2024). 80% of finance departments will integrate AI platforms by 2026. Teams without a partner will fall behind.
Boardrooms have shifted from EBIT to cash management as the top priority. SEC enforcement actions for reporting violations are up 50% (2021-2023). Trade and tariff uncertainty is driving increased scrutiny. Consumer spending is softening.
CFGI Automated Finance is the only always-on, conflict-free, onshore solution. Dedicated senior team. PRISM live dashboards. AI automation. Fixed fee. No audit practice — no restrictions. Scales with you from day one.
AR, AP, fixed assets, project accounting, leasing, and inventory. Reconciled subledgers, weekly payment runs, and DSO / DPO insight.
Financial statement preparation, monthly and annual reporting, balance sheet reconciliations, 13-week cash forecast, and audit support.
BOD package, annual forecasts, quarterly recast, budget vs. actual, management reporting. Cash runway visibility and variance with performance insight.
Payroll onboarding, processing, and tax filing. Compensation plan (options, RSU, stock) management. Payroll accruals integrated into the GL.
Quarterly provision, sales and use review, federal / state / local income tax, and international filings. Visibility to future tax obligations.
Big Four expertise embedded in your operations. CFGI brings deep advisory expertise, dedicated senior teams, and the attentiveness of a boutique firm without the audit independence restrictions.
Best for: organizations that need senior-led, conflict-free finance and accounting work to ride alongside their internal team.
AI-powered transformation driving efficiency. PRISM-enabled close cycles up to 40% faster. Automation built into delivery, not bolted on afterward.
Best for: finance functions looking to integrate AI without falling behind the 80% of departments doing so by 2026.
PRISM delivers real-time visibility and resources. Live role-based dashboards. SLA accountability on every transaction. Zero-gap handoffs and built-in business continuity safeguards.
Best for: CFOs who need immediate visibility into transaction status, bottlenecks, and end-to-end process transparency.
We help you achieve your finance, accounting, and operational goals by seamlessly functioning as an extension of your team. Dedicated senior team, always embedded. 100% onshore, senior-led delivery. Fixed fee, outcome-based pricing.
Big 4 / Advisory deploys consultants who lack real-world experience. In-house staffing means 60+ day hire cycles with variable seniority. CFGI Automated Finance embeds a dedicated, senior team that stays with the engagement.
Big 4 leans on an offshore delivery model with time zone and language barriers. In-house hires domestically with variable seniority. CFGI runs a 100% onshore team with senior-led delivery.
Big 4 has restricted scope and cannot serve audit clients. In-house has no restrictions but no audit capability either. CFGI is free from auditor independence restrictions — zero conflicts, full scope always.
Big 4 brings generic tools that are slow to deploy, client-operated, and exit with the team. In-house has none included — the client owns the stack. CFGI brings the PRISM Command Center with AI automation built into delivery.
Big 4 ships scheduled reporting packages — backward-looking and not self-serve. In-house relies on manual updates and no dashboards. CFGI provides live role-based dashboards with real-time KPIs via PRISM.
Big 4 charges high hourly rates with scope creep risk. In-house has variable costs plus benefits and overhead. CFGI Automated Finance is fixed fee, outcome-based pricing — with elastic capacity as you grow.
A CFO is evaluating whether to keep finance and accounting in-house, contract with a Big 4 advisory firm, or move to an automated finance model. The team needs alignment on required outputs, a business case with real numbers, and a transition plan that protects continuity.
Three structured steps before any contract is signed. First, Define Outputs for Strategic Success — what do you REALLY need to run your business? Required outputs are defined upfront. Second, Offering Design Sync — a business case with client specifics, aligned at customized savings and timeline. Third, Transition Plan + Risk Register — key dates, process detail, and a risk log of dependencies, migration risks, and interim controls to protect continuity.
Contract is signed and the transition to CFGI Automated Finance begins. Knowledge transfer, role impact, and continuity all need to be managed in parallel without losing institutional knowledge.
Four parallel workstreams. Mobilize Plan with weekly status tracking against the stand-up plan, led by the delivery team. Shadow / Reverse Shadow + Change Management — knowledge share, stakeholder comms plan, role-impact assessment, and process playbooks so no institutional knowledge is lost. Continuity Validation — a go / no-go checklist with parallel testing, escalation paths, and a rollback plan. CFGI does not go live until the client signs off on readiness. Then Go LIVE — full operations under CFGI, escalation protocols active, PRISM live with real-time visibility into every process.
Automated Finance is live. The question shifts from “does it work” to “how does it keep getting better?” The CFO wants visible, measurable gains in close speed, audit readiness, capacity, and service performance.
Iterate, assess, improve. Enhancement and optimization are driven by PRISM data and quarterly business reviews. PRISM tracks click-by-click cycle times and quality KPIs through role-based dashboards. The look and feel of finance shifts toward review and approval of pre-made deliverables, with more time for strategic business decisions.
Schedule a 30-minute scoping conversation. We’ll show you what’s possible.