Transform your finance team with AI.
Formation CFO helps growth-stage startups modernize month-end close, forecasting, and reporting with AI-enabled workflows.
AI for finance, built by finance experts and engineers.
Formation CFO is a team of CPAs, FP&A operators, and finance engineers who've lived the close, forecast, and reporting pain firsthand. We work with your team to design tailored AI workflows in your existing stack.
We work directly in your existing finance stack.
Formation CFO configures and connects tools like NetSuite, Pigment, and Snowflake to improve close, forecasting, and reporting workflows.
Three outcomes we deliver.
The exact scope varies by team, but these are the most common outcomes we help finance organizations achieve.
Close faster with fewer bottlenecks
We build AI workflows to improve core month-end processes — reconciliations, flux analysis, accruals, and reporting prep — so your team stops chasing numbers and starts reviewing them.
Forecast with more confidence
We use AI to speed up variance analysis, sharpen driver-based forecasts, and turn scenario planning into a fast, repeatable operating rhythm.
Build an AI-capable finance function
We audit your current workflows, redesign the highest-impact ones, and train your team to use AI with clear controls and an operating cadence.
How we work
A clear four-step process.
Each engagement follows a practical structure: assess current workflows, prioritize high-impact opportunities, implement improvements, and enable your team to run them day to day.
- 01
Assess
We map your close, forecasting, and reporting workflows and evaluate each one for impact, complexity, and control requirements.
- 02
Prioritize
We identify the highest-leverage opportunities and define the process, tooling, and team changes needed to implement them.
- 03
Implement
We build and deploy automations across your accounting and FP&A stack, typically within 6–8 weeks.
- 04
Enable
We train your team, set up controls and review cadence, and support ongoing adoption.
Ready to run finance with AI?
We work with organizations ready to transform their finance team. If that's you, let's talk.