Generative AI Consulting Services for Finance
FP&A
Accounting
Analytics
Back office
Transforming Finance with Gen AI
In the last two years, Generative AI technology has exploded into the marketplace, unleashing a new wave of possibilities for businesses.
Caprus empowers finance leaders to unlock AI to solve mission critical challenges:
Generate real-time insights
Handle exceptions automatically
Build dynamic financial forecasts
Orchestrate multiple systems
Services
Bespoke AI solutions to modernize the back-office
Navigate
AI Strategy
Our approach is focused on practical outcomes for the Office of the CFO. We identify high-ROI opportunities through stakeholder collaboration and deliver a strategic roadmap with working prototypes. Our goal is to enhance decision-making, streamline financial processes, and improve operational efficiency, transforming finance functions into a more agile and data-driven entity.
Accelerate
Transformation
We begin with smart deployments that drive finance innovation forward by targeting quick, high-impact wins. By standardizing data, integrating sources, and implementing AI, we deliver solutions that provide immediate value while paving the way for long-term goals. The operational core of our services is strengthened by linking multiple AI capabilities across planning, analysis, and reporting, establishing a foundation to boost efficiency and accelerate finance transformation.
Empower
Upskill / Reskill
We recognize the need for finance teams to transition from traditional practices to a modern approach that leverages AI for enhanced decision-making and insights. Our comprehensive training programs focus on upskilling and reskilling, providing hands-on workshops and tailored sessions that enhance proficiency in utilizing AI tools for data standardization, analysis, and reporting. This transformation not only improves decision-making processes but also drives efficiency, positioning organizations for sustainable growth in today’s data-driven landscape.
Uphold
Continuity
We understand that adopting and maintaining a new technology can sometimes bring confusion and challenges. Whether it’s troubleshooting system performance or understanding how to best leverage AI tools, we’re ready to provide the necessary assistance to ensure finance operations are running smoothly 24/7. Our goal is to be available and help navigate this modernization process effectively, and enable organizations to stay focused on their work without interruption.
Case Studies
Enabling Workforce Profitability Analysis
Infrastructure & Professional Services
Our client, a leading stormwater and drainage rehabilitation firm, struggled to articulate efficiency and profitability by individual specialized teams. Caprus built a custom solution to standardize data inputs and centralize job-level data, enabling detailed visibility into project-level performance.
As a result, our clients can access insights in real-time and strategically invest in the highest-performing segments.
Enabling Cross-Departmental Analysis On Demand
Hospitality & Entertainment
A leading cruise company struggled with siloed data across revenue, workforce, billing, and retail operations. Caprus deployed an enterprise AI platform that unified these sources through automated integration and standardization.
By implementing conversational AI agents, we enabled intuitive cross-departmental analysis. This provided leadership with real-time visibility into performance metrics, driving data-informed decision making.
Consolidating Chart of Accounts for M&A
Retail & Grocery
Our client struggled to consolidate multiple general ledgers and Chart of Accounts hierarchies following their acquisitions. This process took months and relied on external Big 4 consulting firms for guidance.
We partnered with them to build an AI-powered semantic mapping tool that automatically aligned accounting hierarchies based on transaction patterns, dramatically reducing the manual effort required for consolidation.
Modernizing Multi-Brand Restaurant Operations
Restaurants & Hospitality
A prominent Texas-based restaurant group needed deeper insights into their portfolio’s performance. Quarterly reviews lacked the detailed data needed for strategic decisions, especially for post-pandemic performance assessment.
We deployed an AI solution that seamlessly integrated with existing ERP, delivering instant P&Ls and operational reports across all brands—enabling executive decisions without added headcount.
Technology
Crafting cutting-edge solutions for financial innovation
Our engineering team combines deep expertise in Data Science, AI, and Software Architecture to transform finance operations.
We deliver tech-agnostic solutions that help finance leaders modernize reporting, strengthen controls and extract strategic insights from their data.
Your partners across the cloud
Leadership
Meet the team driving AI innovation for CFOs
Lillian Buziak
Chief Revenue Officer
Nicolas Rodriguez
Chief AI Officer
Alexandra Flint
Chief of Staff
Edward Roske
Investor
Mission
We seek to enable the Office of the CFO with AI technology. AI will transform back-office business processes, and we advocate our clients to stay ahead of the curve and maintain competitive advantage. The world is changing faster than ever, and we are here to help you keep pace.
Vision
AI will humanize the workforce and change the way we interact with data. Caprus drives technology adoption by putting the business user first and emphasizing practical use cases with tangible results. Innovation is driven one mile at a time, and we’re in it for the long haul.
Resources
Thought leadership articles, industry insights, and AI trends.
Asking Good Questions Podcast
In this podcast, we explore the CFO’s office’s past, present, and future, examining how technology and AI are transforming finance. Join Edward Roske and referents as they discuss innovative ways to enhance the role, optimize processes, and shape the future of financial leadership.
Caprus Blog: Generative AI in Finance
From Excel to AI: How CFO Sean Blitchok Is Reimagining Finance in Tech
In this insightful conversation with Asking Good Questions host Edward Roske, Zenoti CFO Sean...
From Data to Decisions: How Raef Lawson is Redefining Profitability for CFOs
What's the Secret to Profitability in Today's Business Landscape? In an era where financial data...
The Modern CFO’s Guide to Thriving Through Change: Lessons from Gary Golden’s Finance Leadership Journey
How Today's Finance Leaders Can Drive Strategic Value in a Data-Driven World In this exclusive...