For Chief Financial Officers and finance leaders

AI that a CFO can actually defend

You're being asked to fund AI without a clear ROI, and you're being asked to close the books faster while headcount stays flat. Both are solvable — with the right stack.

The job to be done

Fund AI investments with clear payback, automate finance operations to compress close and free capacity, and make sure every AI number is auditable.

What actually keeps a CFO up

Defensible AI ROI

A repeatable framework for scoring, funding and reviewing AI investments the same way you'd review a capex ask.

Faster close

Reconciliations, accruals, variance analysis and reporting compressed from weeks to days using agents and copilots.

AP/AR automation

OCR + workflow AI on invoices, statements and remittances — with exception routing and audit trails.

Forecast quality

Cash, revenue and cost forecasts that FP&A trusts, with drivers a CFO can defend to the board.

Where AI actually moves your numbers

AP invoice AI

Straight-through processing for the compliant majority of invoices, with confidence-scored review for the rest.

Close copilot

LLM copilot on top of the ERP for reconciliations, journal explanations, flux analysis and audit prep.

FP&A copilot

Natural-language querying over data warehouse plus scenario planning grounded in real drivers.

Contract intelligence

Extraction, obligation tracking and revenue-recognition support across customer and vendor contracts.

Outcomes to expect

40–60%
reduction in close cycle time with copilots on reconciliations and reporting
70%+
straight-through processing on well-structured AP invoice streams
3–5 pts
improvement in forecast accuracy with driver-based AI planning

Risks we take off the table

Hallucinated numbers

An LLM confidently misstates a metric. Solved with retrieval, calculations delegated to code, and citations on every number.

Audit failure

AI decisions with no trail. Solved with per-decision logs, model versions and reviewable evidence.

Shadow AI in finance

Analysts pasting the P&L into public LLMs. Solved with a governed internal copilot people prefer to use.

Vendor AI upcharges

"AI-powered" ERP add-ons priced at 3× value. Solved with an internal AI layer that plugs into what you already own.

Your first 90 days with T7

Phase 1

Days 1–30 — ROI framework

Publish the AI investment scoring model and score the top 10 initiatives on your list.

Phase 2

Days 31–60 — first automation

Deploy AP invoice AI or close copilot on a scoped process; measure lift with a control period.

Phase 3

Days 61–90 — governance

Stand up AI governance — usage policy, model registry, audit and cost review cadence.

Why CFOs pick T7

AI investment scoring frameworks used with enterprise finance leaders
Deployed AP, close and FP&A copilots in production
Audit-friendly patterns with citations, evidence and versioned prompts
Comfortable defending AI spend in a board deck

Frequently asked questions

How do you build the AI ROI case?

We baseline the current process cost, model the AI-enabled version with realistic error rates and change-management costs, and put a 3-year NPV on it — the same way any other investment gets reviewed.

Will the AI touch our general ledger?

Only through governed integrations with your ERP and only where auditable. LLMs never write to the ledger directly — they draft, explain and route for human approval.

How do we stay auditable?

Every AI decision writes a signed log entry with the model, prompt, retrieved evidence and output. Auditors get reviewable evidence, not a black box.

Do you work with Big 4 audit teams?

Yes. We align our audit trails, controls and documentation to what your external auditors expect and have supported multiple year-end audits.

Ready to Build Your AI Product?

Talk to a senior AI consultant from T7 about your industry, workflow, or product idea. Free, no commitment — reply within one business day.

  • · AI feasibility & architecture review
  • · Product / MVP roadmap
  • · Integration & automation strategy