AI Finance Team Enablement | CFO IQ
CFO IQ helps finance teams automate reporting, forecasting, and reconciliations with AI, freeing capacity and delivering faster, more accurate insights.
Turn Finance Teams into AI-Powered Growth Engines
Who It’s For
Finance leaders, CFOs, and CEOs with teams bogged down in manual reporting, reconciliations, or forecasting who want to unlock speed and shift focus to strategy.

What You Get
- Automation of reporting packs and reconciliations, cutting manual hours.
- AI-assisted forecasting and scenario planning to improve accuracy.
- Integrated AI expense and invoicing tools to streamline operations.
- Real-time dashboards tailored for C-Suite and board use.
- Playbooks and training for finance teams to adopt AI tools with confidence.
- Step-by-step roadmap from current-state assessment to AI-enabled workflows.
Outcomes
- 60–80% reduction in manual finance workload.
- Reporting cycles cut from weeks → hours.
- Improved accuracy of forecasts and KPI reporting.
- Finance teams repositioned as strategic partners, not back-office processors.


Case Study Snapshot
Tech Scale-Up
Challenge: Finance team spent weeks consolidating reports and managing reconciliations.
Solution: CFO IQ automated key workflows, deployed AI forecasting, and trained the team.
Result: Reporting cut by 75%, forecast accuracy improved by 30%, team freed to focus on strategy.
Why CFO IQ
- Deep finance leadership experience paired with AI adoption expertise.
- Proven record of modernizing finance teams in SaaS, tech, and growth companies.
- Hands-on support — not just strategy, but real implementation.
