What we do

  • AI readiness assessment to diagnose data and process maturity, technology infrastructure, team capabilities, and organizational readiness

  • Use case identification and prioritization to help you understand where AI creates real value in the finance function

  • Build/buy/partner analysis to determine which AI capabilities to develop internally vs. source externally

  • AI roadmap development which involves a sequenced plan with milestones, resource requirements, and expected outcomes

  • Sprint planning and program management for initial AI initiatives

What We Do

  • AI readiness assessment to diagnose data and process maturity, technology infrastructure, team capabilities, and organizational readiness

  • Use case identification and prioritization to help you understand where AI creates real value in the finance function

  • Build/buy/partner analysis to determine which AI capabilities to develop internally vs. source externally

  • AI roadmap development which involves a sequenced plan with milestones, resource requirements, and expected outcomes

  • Sprint planning and program management for initial AI initiatives

Case Studies

Real results for real finance teams. See how we’ve helped companies close faster, scale smarter, and transform their office of the CFO.

• ACCOUNTING ADVISORY

PUBLIC Consulting Firm

Saved 60 Hours Per Month: Leveraging AI to Drive Automation

GL Manager

Interim Support

60 Hours Saved

AI Automation

What started as an interim GL Manager fill, evolved when Alliance identified a broader challenge with the client’s reconciliation of intercompany revenues and expenses. Alliance improved accuracy and reliability of data while deploying a new AI process to improve the close process.

GovCon

• BUSINESS SYSTEMS & TRANSFORMATION

NATIONAL NONPROFIT

Legacy ERP Modernized: NetSuite Implemented and 9 Systems Consolidated to 6 for a National Nonprofit

9 → 6

Systems consolidated

4

Solution workstreams delivered

Solution workstreams delivered Excerpt: A large national nonprofit facing end-of-life ERP support and growing inefficiencies across AP, vendor onboarding, and forecasting needed a full technology transformation. Alliance led ERP selection through to full NetSuite implementation, consolidating nine systems to six, integrating RAMP for AP automation, and establishing a scalable, data-driven operating environment.

NONPROFIT

• AI & ANALYTICS

PE-BACKED

From 20-Day Billing Backlogs to 2-4 Days with AI-Enabled Invoice Automation

20 → 2-4 Days

Invoice processing time reduced

5

AI-powered solution components deployed

A PE firm's portfolio company struggled with a highly manual billing process requiring 20+ days to generate and distribute invoices, straining cash flow, and inflating DSO. Alliance designed and deployed an AI-enabled billing solution that automated contract extraction, billing logic, and invoice generation which resulted in cutting processing time to 2-4 days and building a scalable process that grows without added headcount.

PORTFOLIO COMPANY

AI strategy should be grounded in business reality, not vendor promises.
Let’s build yours.

Frequently Asked Questions

We recommend contacting us to start with a rapid assessment to understand where AI can actually create value in your specific business. This isn’t a generic framework, but a clear view of your data readiness, your team’s capacity to absorb change, and the use cases that are realistically within reach.

It varies by scope and organizational complexity, but the initial assessment and roadmap development is typically a focused, time-bound engagement. We’d rather give you a useful answer quickly than spend months producing a document. The details are worth discussing directly.