Work with us

Tell us what
needs to change.

Get help designing the function, choosing where to start, and bringing your team with you.

For CEOs, CFOs, and boards

A leadership briefing on rebuilt finance.

A 60-minute working session for your CEO, CFO, and board members: what a finance function rebuilt around AI looks like, where yours stands today, and where to start. You do not need a finished plan or an existing AI program.

Where we can help

Choose the support
your finance team needs.

For CFOs, finance leaders, owners, and investors working through finance and AI decisions.

01

Decide where to start.

You have been asked to “do something with AI” in finance.

Review what finance does today, find a first release worth proving, and agree who owns it.

02

Choose tools and partners.

You are unsure what to buy, what to build, and where a partner helps.

Talk through which tools work well out of the box, which to build yourself, and which are worth trying.

03

Bring your people with you.

Your team is worried, or knowledge is about to walk out the door.

Plan new roles, weekly learning, and how to write down what experienced people know.

04

Keep control as you change.

Auditors or the board are asking how you control the agents.

Put checks inside the work, plan for an agent going wrong, and keep up with the rules where you operate.

Start a conversation

What would you like help with?

A few sentences are enough to start. Tell us where your finance function is today and what you would like to improve.

Please do not include confidential documents, personal employee data, or sensitive financial information. We use what you send only to respond to you, as described in our Privacy Policy.

Talk with us directly

What happens next

01

We read your message.

02

We discuss your priorities and whether we can help.

03

We agree on a suitable next step.

Before you get in touch

No. In the story, the board rules that out on day one. Savings come from consolidating outside spending, such as contractors, providers, software, and duplicated systems.

No. Start with what finance must do and where people must judge. A good first step is often asking what AI your team already uses.

Yes. The design stays the same at any size. In a small team, each person carries more of the responsibilities.

Yes. The method is complete in the book. The templates and the Finance Rebuild Workplan are in the free companion toolkit at rebuiltfinance.ai.

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Free companion toolkit

rebuiltfinance.ai

Start Monday with the people and tools you have.

The activity inventory, judgment test worksheet, agent job descriptions and prompt packs, Workbench reference, command center designs, amnesty kit, release playbook, quick wins, control matrix, learning program, cost guide, the numbers behind the story, and the Finance Rebuild Workplan.

Free with the book. Tell us where to send it.

We use your details only to send the toolkit and, if you ask, updates. See our Privacy Policy.

Chapter 1 excerpt

Start with a Clean Sheet

Read an excerpt from Chapter 1.

The board met on the second Thursday of the month, and Mark Bennett had three slides nobody wanted to present.

The first showed the cash forecast finance had given the board at the start of the quarter and the cash the company had actually ended with. The gap was not large enough to threaten anything. It was large enough that Helen Ashby, who had chaired the board for six years and remembered every number anyone had ever given her, had asked about it twice before the meeting started. Behind her question sat a date. The company’s revolving credit line came up for renewal in fifteen months, and the bank had seen the same forecast.

The third slide was the one Mark had argued about with himself for a week. It was a single quotation from the operating leaders’ survey Vivian Cole had commissioned in the spring: “Finance tells us what happened. By the time they tell us, it’s too late to matter, and when we ask for help, the answer is usually no.”

Nobody in the room was surprised by any of it. That was the problem.

Helen let the silence run a little longer than was comfortable. Then she said what she had come to say.

“This is a good company. It’s growing. It’s profitable. The finance team works hard and passes its audit. None of us thinks finance is failing.” She looked at Mark. “But we think it can be something it isn’t yet. We want finance to see problems before they’re problems. We want it to help the business leaders run their businesses, not just score them. And we want the people in it to come out of this more capable than they went in.”

Vivian picked it up. They had clearly rehearsed. “We want you to rebuild finance as an AI-native function. Not a pilot. Not a project. The function.”

Excerpt from Rebuilt Finance. The company and its people are fictional composites.