AI Consulting for Finance Leaders
Transform your finance function with applied AI — automating workflows, enriching analytics, and empowering CFOs to make faster, smarter decisions.
Transforming Finance with Applied AI
AI isn’t just a buzzword — it’s the next lever for efficiency, insight, and strategic differentiation. LevelUp helps CFOs and finance teams deploy practical AI systems that reduce manual effort, accelerate reporting, and unlock decision intelligence across the business.
1. AI Readiness Assessment
Benchmark your current stack and uncover the highest-ROI automation and AI opportunities.
- AI maturity scoring and roadmap
- Finance data infrastructure review
- Process automation opportunities
2. Applied AI Prototyping
We don’t write slide decks — we build. Our prototypes run directly in your environment.
- Natural-language financial queries
- GPT-powered financial commentary
- Automated variance and forecast explanations
- Workflow assistants for FP&A and reporting
3. AI Governance & Risk Management
We design safe deployment frameworks that balance automation with control.
- Human-in-the-loop review systems
- Data privacy and compliance frameworks
- Traceable model output pipelines
4. AI Integration with Your Data Stack
We integrate AI directly into your Snowflake, dbt, or BI layers for seamless insight delivery.
- Secure SQL-to-LLM connectors
- Embedded chat in BI dashboards
- Automated report generation
Why LevelUp
- Data-First Approach: Every AI engagement begins with a governed, auditable data foundation.
- Finance Expertise: We speak GAAP, ARR, and EBITDA — not just APIs.
- Proven Accelerators: Our ARR Data Cube and AI-Readiness OS frameworks compress months into weeks.
- Hands-On Execution: We prototype directly in your environment — no long discovery phases.
Example Use Cases
- Automated board commentary from monthly results
- “Ask Finance” GPT assistant for ad-hoc data questions
- Predictive pipeline and retention forecasting
- Automated audit support and variance analysis
Get Your AI Readiness Score
Discover how AI can transform your finance function. Schedule a free assessment today.
Schedule My Assessment →