CFO Advisory & AI-Powered Operations
We advise on the deal.
We build the operating system.
Transaction advisory. AI-powered reporting. Centralized data. Automated workflows. Finance infrastructure that stays after we leave.
Trusted by
Your team is stretched thin.
Your data is a mess. A transaction or transformation is coming.
You need to run the business AND prepare for diligence AND think about what comes after. You need a partner who builds.
Lean team with no bandwidth for deal prep
Data lives in six systems. None of them talk to each other.
Reporting takes days. You know AI could help but don't know where to start.
You've hired advisors before. They left a deck. Nothing changed.
The typical engagement vs. ours
They analyze.
They recommend.
They leave.
The deliverable is a PDF.
The insights decay.
The systems never get built.
We analyze.
We build.
We automate.
The deliverable is a working operating system.
The insights become AI workflows.
The reporting runs itself.
We're not just advisors—
we build the machine.
What we learn in diligence becomes your AI-powered operating system. The reporting, dashboards, and workflows we build don't leave when we do.
AI-Enabled Modeling
Dynamic financial models that update as new data flows in. AI flags assumption drift and surfaces the variances that matter.
Real-Time KPI Dashboards
Live financial and operational metrics. No more waiting for month-end to know where you stand.
AI Contract & Document Analysis
Upload contracts, get structured data. Renewal dates, key terms, risk flags — extracted by AI.
Centralized Data Infrastructure
One source of truth connecting ERP, CRM, HR, and everything else. Clean, governed, accessible.
Intelligent Workflow Automation
From AP/AR to board reporting, AI handles the repetitive work so your team focuses on strategy.
Diligence-Ready Data Room
Organized, versioned, structured — ready before the buyer calls. AI-powered document classification.
Advisory insight becomes AI infrastructure
Every engagement follows this arc — from understanding your business to deploying the technology that transforms it.
Discover & Diagnose
We start by understanding your data landscape, operational workflows, and strategic objectives. Whether you're preparing for a transaction or optimizing operations, we map every system, every data source, and every manual process.
Analyze & Architect
Financial analysis and technology architecture happen simultaneously. The insights from diligence or operational assessment directly inform what we build. Every finding becomes a specification for the AI-powered infrastructure.
Build & Deploy
We centralize your data, deploy AI workflows, automate reporting, and build the dashboards your team needs. This isn't a handoff to an implementation team — the same people who advised you are the ones writing the code.
Train & Transfer
Everything we build is yours. We document every workflow, train your team on every system, and ensure you can operate independently. The infrastructure runs itself — but you understand exactly how it works.
What Clients Say
Andy was a pivotal part of our transaction team preparing the BrandsMart line of business for underwriting and diligence.
Kelly, CFO
The Aaron's Company
Whether it's a transaction or a transformation, let's talk.
We work with CFO teams navigating deals, building infrastructure, and deploying AI.
or email us at hello@gatecityadvisory.com