This week we took a meaningful step in how finance gets done, and it will benefit thousands of company finance functions. Two years after our initial vision and investment, this week CFGI announced the launch of “Automated Finance.” In a market full of agentic finance demos and proof of concepts, we focused on offering production-grade, measurable outcomes. How we did it and why this is differentiated? We recruited world class AI developers with deep experience in this domain and brought CFGI leaders across accounting advisory, tax, FP&A, transformation, cyber, and risk into the design. From the start, we built with the people who would scrutinize the work in mind: auditors, tax authorities, regulators, lenders, and investors. That meant making review, controls, and the trail behind each output part of the platform itself. We established alliances with leading tech vendors to be part of our ecosystem. And we invited independent technology leaders to challenge and harden the architecture, security, and adaptability. And before a broad launch, we set a bar of having 20 highly satisfied customers. We’ve reached it, with testimonials from virtually all of them. I’m particularly proud of what this means for our people. They’ll work alongside automation including agents, review its outputs, manage its risks, and help clients realize the value of AI while upholding the quality they’ve expected from CFGI for 25 years. From the clients’ perspective (our North Star), they still experience working directly with CFGI’s top professionals, now offered with a better cost , speed and value proposition. Congratulations to David Shebay Ryan McKeeman Laura Hammer Tiffany Smith Sidney Bradley Bryan Seck Tabitha Daugherty Ryan Dolan and everyone who helped bring this to life. See what we’ve built, and reach out to talk to our team : https://lnkd.in/gpREKPTE #CFGI #AutomatedFinance #AI #OfficeOfTheCFO Karin Kovacic Robert Keep Andres Garzon Chris Morales, CPA Radhika Ray Rachel Tucker Bobbitt Shane Caiazzo Nick Nardone Michael Lutz George Sarianos, CPA, CFA Michael Muccio Christopher Nyers Greg T.ers Greg T. Shawn AssadShawn Assad Jon Wallis CA Markus Groß Robert Winslow Dan Hemmert Carina Hira Lance Fournier Joel Gardosik Jennifer Priplata Daniel Shafrir Brian Caisman Lance Fournier Melanie Walker Matt Pantera Jared Ellison, Childers Edward J. Sweeney, CPA Catherine Thorpe, Walter Swenson Mrigendra Kumar Mrityunjaya
Designing for auditors and lenders from the start puts real controls around outputs, which is where demos usually stop. Hitting your internal bar before broad launch suggests those controls held up. How did you keep review time from growing as volume scaled?
A proud moment for CFGI. Congratulations to everyone who helped build Automated Finance. Excited for what lies ahead!
Congrats Justin! Great to see.
Can’t wait to see what’s ahead for CFGI 🙌
Very exciting!