PRISM
The AI-native command center for the office of the CFO.
Where your systems end, PRISM begins. Every integration, every process, one source of financial truth. AI does the work; a CFGI CPA signs off at every control point.
Where your systems end, PRISM begins.
PRISM sits as a command center over your ERP, HCM, tax, treasury, and banking stack, orchestrating AI-enabled finance work with built-in controls, real-time dashboards, and SLA-grade accountability on every transaction.
Work is completed and summarized in PRISM, with dashboards tailored by role: weekly and close checklists, approval workflows, and upcoming milestones. It is live today, processing real client data across active engagements.
Five capabilities, one operating system for finance.
Each letter of PRISM is a capability that runs in your finance operations every day, and a measurable outcome you can hold it to.
Process Visibility
Real-time visibility into finance workflows: monitor transaction status, identify bottlenecks, and ensure end-to-end transparency across the close cycle.
Close cycle up to 40% fasterRisk Mitigation & Control
Proactive controls and continuous risk monitoring embedded in daily operations, with automated exception detection, audit-ready documentation, and escalation workflows.
Fewer audit findings, always audit-readyIntelligent Capacity Throughput
Best-in-class technology reduces demand on team capacity, driving higher throughput without sacrificing accuracy or increasing headcount.
More output, no headcount increaseService Performance Metrics
Cycle times and quality KPIs tracked through role-based dashboards, providing actionable insight for continuous service improvement and leadership reporting.
SLA accountability on every transactionModel-Driven Insights
Predictive analytics and scenario modeling that support strategic decision-making, surfacing forward-looking intelligence for the business.
Finance stays aligned with the businessAI does the work. A CPA signs off.
PRISM pairs AI agents with lean, experienced CFGI teams, built on controls that do not move.
Documented Process
Every engagement runs on SOX-grade process documentation: swim lanes, control points, and a clear owner for every step.
CPA Sign-Off
AI does the work. A CFGI CPA reviews and signs off at every control point before anything reaches your books.
Continuous Monitoring
The general ledger is monitored continuously, with anomalies flagged before close, not discovered after.
A full operating scope for the office of the CFO.
Scope is modular. Start with your highest-pain process and expand from there. Controllership is CFGI’s core strength and the typical starting point.
Controllership
Close management, financial statement preparation, reconciliations, and controls documentation built for audit from the start.
FP&A
Budgeting, forecasting, board and investor reporting packages, and KPI and management reporting.
Tax
Compliance filings and tax function support, coordinated with the rest of the finance operating model.
AP / AR
Procure-to-pay and order-to-cash processing, with reconciliation built into the same output-based contract.
Treasury
Cash management and banking relationships, liquidity and covenant reporting, and intercompany funding.
Payroll & HR
Payroll onboarding, processing and tax filing, plus compensation plan management across options, RSUs and stock.
Value Creation
KPIs and management insight beyond typical reporting packages, including outputs that support the value creation plan.
And More
Risk, SOX support and cyber can be added to scope as the business requires. Final scope is set together at the workshop.
A structured, risk-managed transition.
From design through go-live, with built-in continuity safeguards, change-management playbooks, and zero-gap handoffs. A typical transition runs four to eight weeks.
What this is, and what it is not.
The distinction that matters most: this is a committed operating outcome, not a staffing arrangement or a software seat.
PRISM is not
- Staff augmentation
- An extension of traditional advisory, tax, or transaction delivery
- A one-off project with no path to scale
- A software seat you have to run yourself
PRISM is
- A committed operating outcome
- A dedicated CFGI team backed by AI agents
- Live today, across active clients
- Run for you, start to finish
Start with one process.
A no-charge working session to understand the finance function as it exists today, identify the highest-pain process, and define the first set of outputs.
Ready to see PRISM on your own finance function?
Book a no-charge working session. We’ll map your highest-pain process and define the first outputs PRISM would run for you.