AI for finance teams, written down

A CFO's problem isn't a lack of information. It's that the few things that need them are buried in hundreds of emails, threads, reports and system alerts. An AI chief of staff does the reading so you can do the deciding.

AI won't close your books for you. It removes most of the reading and writing around the close: reconciliations, flux commentary and chasing open items. That's where the days go.

Revenue leakage rarely shows up in the P&L as a problem. It shows up as nothing at all: an escalator nobody applied, a minimum nobody charged. The only way to see it is to compare what you were owed with what you billed.

Most collections teams don't lack effort. They lack a good answer to one question each morning: which ten invoices, and what do I say? AI is good at both halves of that question.

Most AP teams check that an invoice is approved, not that it's right. Checking every line against the contract takes more time than anyone has. That is the part AI can do.

A board pack fails in the room, not on the page. The slide looked fine until someone asked why gross margin moved and nobody had the bridge. AI is useful here less for writing slides and more for finding the questions before the board does.

The board pack says revenue grew 11%. The sales dashboard says 13%. Both are "right", because each one defines revenue its own way. The fix isn't a better dashboard. It's writing each definition down once and making everything read from it.

Giving a finance team Claude logins and hoping for the best produces ten people writing ten different prompts and getting ten different numbers. The setup that works is closer to writing a procedures manual: a few written playbooks, a rule for where numbers come from, and someone other than the author checking the output.