Training and Sprint
AI Workshops
Practical skills your team uses the next morning.
Learn moreAI Advisory for Finance Leaders
AI That Speaks Finance
Finance teams deserve AI built around how they actually work. We build it with your team, and it stays in use long after we leave.
10+Years in senior finance leadership
Public & privateExperience across company types
Day oneSkills your team can use immediately
Finance and technology teams we have worked with
The Challenge
Why AI adoption stalls in finance functions
Most finance leaders know AI has potential. The challenge is translating that potential into something that works in a regulated, high-stakes environment.
Finance teams are buried in manual work
Month-end close, variance analysis, board packs: the recurring cycle that consumes your best people. Time goes into extraction and formatting, not the analysis that actually drives decisions.
Generic AI tools do not understand finance context
Off-the-shelf AI tools do not know a P&L from a balance sheet, or how your chart of accounts works. Adopted without guidance, they produce inconsistent output, and teams revert to spreadsheets within weeks.
AI For Finance closes the gap
We bring finance knowledge to pick the right use cases, and technical depth to build them properly: audit trails, controls, and the reporting cycle, built in from day one.
Our Services
How we work
Roadmap Engagement
Opportunity Discovery
Find where AI creates real value in your function.
Learn moreSolution Build
AI Enablement
Working agentic solutions, live in your workflow.
Learn moreForward-deployed
Enterprise Advisory
AI Solution Scoping for enterprises, financial institutions and investment firms.
Learn moreWhy AI For Finance
Finance fluency. Technical depth. Practical results.
We work from inside the function, which means we understand the constraints, pressures, and standards that govern every decision a finance team makes.
Finance-Native Expertise
We are finance leaders who learned AI - not technologists who learned finance terminology. That difference matters in every conversation.
Boardroom to Spreadsheet
We work at every level: aligning stakeholders on AI strategy, then rolling up our sleeves to build the actual solution with your team.
Practical, Not Theoretical
Every engagement delivers something your team can use immediately - a working prototype, a prioritised roadmap, or skills they apply the next morning.
Examples of solutions built to and with finance teams
Month-over-month P&L reporting
35 min
to build a self-contained interactive report, every P&L line expandable down to vendor-level detail, no dashboard or engineering required
Expense integrity workflow
10-15 hrs
saved per week, flagging missing invoices via automated team alerts
Write-off candidate automation
4-6 hrs
saved per month, automating five weekly eligibility checks
Led By
Ido Perlstein
10+ years in senior finance leadership, now building the AI tools finance teams actually use. Every engagement is designed and shipped hands-on, not handed off.
Client Perspectives
Trusted by finance leaders
Finance leaders have used AI For Finance to build practical AI capability within their teams.
Working with Ido has been a genuinely valuable experience for our team. His sessions - both in-person and online - were practical, engaging, and tailored to where we actually were as an organization. Our employees came away with real skills and a new confidence in working with AI. We appreciated his professionalism, his flexibility, and his ability to make complex topics accessible. Highly recommended.
A super practical workshop targeting those that are bringing changes hands on. Ido worked with us to perfect the fit to us with our security limitations and our special need.
The sessions were amazing, genuinely practical, not just high-level theory. We learned a lot and are ready to start deploying.
Take the next step
Ready to explore what AI can do for your finance team?
The conversation starts with understanding your function, your constraints, and your goals. No pitch, no pressure - just a focused discussion about where AI fits in your finance roadmap.