AutomatedFinance
The accountability of a CPA and the speed of AI. Execute your finance functions with expertise and state-of-the-art automations.
Get Started with Automated Finance.
Start with your biggest area of value
AP, close, tax, or FP&A: start with whichever one is causing the most pain today.
Best forA defined, specific pain point.
Run the whole finance function
The full Office of the CFO, built to scale with you.
Best forTeams growing faster than they can hire.
Handle a critical moment that changes everything
A carve-out, an add-on acquisition, or getting ready for exit.
Best forA transaction that just changed what you need to report.
Accurate reporting, forecasting, and insight, delivered as a continuous service.
Finance is core to how your business creates value. We are proud to support today’s Office of the CFO with the reporting, forecasting, and KPIs that matter most. Backed by decades of hands-on experience and modern data technology, our dedicated, onshore team helps you realize value from day 1.
Trusted Outputs
Process works for any ERP and level of data maturity, with every output reviewed and verified by a CFGI CPA or domain expert.
Cost Savings
Meaningful savings on total finance cost, dropping straight to EBITDA.
Modular, Flexible, Conflict-Free
Start with one process or take on most of the functions under the CFO from day one.
Accelerating the Transformation
We execute in weeks, not quarters, without the ramp-up of a typical internal build.
Your AI-native command center.
- Real-time visibility. Every process, every integration, one dashboard.
- Built-in controls. A CPA signs off at every control point, not after the fact.
- Audit-ready by default. Documentation and exception logs are always current.
From your data to a finished close.
Automated controls and expert human review combine for full assurance, thanks to our proprietary platform PRISM.
Best-in-Class Technology & Support
Source data flows in from your ERP and subledgers. When needed, we can implement the right systems and technologies to match your size, sector, and complexity.
Automation
Deterministic automation, not AI guesswork. The repeatable process automatically detects and flags all exceptions that are reviewed by our CPAs.
Offering-Aligned Deliverables
You get consistent, on time deliverables required for each service.
Automated Workflows
You review and approve, right inside PRISM.
Human Expert Review
Subject matter experts review and sign off on deliverables before anything is sent to you.
Real outcomes for finance teams like yours.
PE-backed company, 20-day close, no FP&A function.
Outcome5-day close, board pack automated.
Pre-IPO company, SOX gap 18 months out.
OutcomeControl framework live, audit-ready.
“[PRISM] is the right tool for the finance workload.”
CVC Technical Review, 2026
Common questions.
How is Automated Finance different from other options?
You get a dedicated senior team, not a rotating group of unfamiliar staff. Every deliverable is reviewed and signed off by a CPA before it reaches you, and you can see the full picture in PRISM in real time, instead of waiting for a monthly update.
What’s included in the fixed fee?
Your fee covers the full scope you choose, whether that’s a single process or your entire finance function, with no surprise hourly charges. If your scope changes, like after an acquisition, we’ll scope that change together before any new work begins.
How fast can we go live?
It depends on scope. Starting with a single process typically moves faster than a full Office-of-the-CFO build. You’ll get a specific date on your scoping call, once we understand what you need.
Do we keep control and approval over the work?
Yes. CFGI executes the work. Your team keeps every approval, every policy decision, and every sign-off, visible in PRISM as it happens.
Can we start with just one process?
Yes. Most clients start with the process causing the most pain today, like close or AP, and expand once they see how it works.
A seamless extension of your team.
We help you achieve your finance, accounting, and operational goals by functioning as an extension of your team, dedicated to solutions that keep generating value long after implementation.
Talent & Technical Expertise
With Big Four experience, our professionals provide all the expertise of a large national office and the attentiveness of a boutique firm to support CFOs through their most complex accounting challenges.
Client-Focused Culture
We focus on client service through high-quality performance and clear communication. With flexible, responsive staffing models that move faster than traditional capabilities, our team is your trusted advisor.
Cost-Effective
The experience of a dedicated team combined with competitive fixed pricing deliver unmatched value. We scale to any size, scope, and duration to fit the needs of your engagement.
A dedicated onshore team that stays with you.
The same senior team from day one through every close, no rotation and no handoffs, so you never have to re-explain your business.
Talk to the partners who run this practice.
Tell us about your finance function, and we’ll show you what’s possible, with a business case built around your numbers.