AI Finance Advisory · Deployment Engagements

Deploy AI Across
Your Entire Finance Function

A structured engagement for CFOs, Finance Directors, and FP&A leaders who want AI embedded in how their team works — not just installed on their laptops.

📍 Onsite & remote🌎 North America & Europe⏱ 6-10 weeks🔧 Tool-agnostic
ClaudeChatGPTExcel CopilotGeminiPower Query AI

Starting at

$12,500

Fixed-price engagement · Scoped to your team

Schedule a scoping call →View the engagement process ↓
  • Finance Process Assessment
  • AI Opportunity Mapping
  • Team Workshops (onsite or remote)
  • AI Adoption Strategy & Roadmap
  • Prompt libraries & templates
  • Scoping call at no charge

Fixed-price proposals only — no hourly billing.
contact@kyootek.io

6-10weeks
30-50%close time saved
4engagement phases
100%fixed-price

Is this engagement right for you?

Built for finance leaders.
Not for everyone.

This engagement is designed for finance leaders who are ready to move beyond individual AI experimentation and deploy AI systematically across their team.

✓ This is for you

CFO or Finance Director

You want to deploy AI across your finance function with a structured approach — not ad hoc tool adoption by individuals.

✓ This is for you

VP Finance or Controller with a team

You manage a team of 3+ finance professionals and want to standardize AI workflows across the close and reporting cycle.

✓ This is for you

FP&A leader targeting faster planning

You want AI embedded in your budgeting, forecasting, and variance analysis processes — with measurable time savings.

✗ Not the right fit

Individual looking for self-paced training

If you are an individual contributor looking to build AI skills on your own, our AI Finance Academy at $549 is the right starting point.

Business outcomes

What your team will achieve

Concrete, measurable results — not a slide deck about AI potential.

Month-end close cycle reduced by 30-50%
Variance analysis and board commentary generated in minutes
Finance team productive with AI within the first engagement cycle
Standardized AI workflows across the close, reporting, and planning
Internal AI capability your team owns and can extend
Executive-ready ROI case for continued AI investment

The engagement process

Four phases. One coherent outcome.

Every engagement follows a structured process designed to move your team from assessment to active AI deployment.

01
Finance Process Assessment
1-2 weeks

We map your current close, reporting, and planning workflows end-to-end. We identify bottlenecks, manual tasks, and the highest-value AI leverage points specific to your finance function.

📦 Process map + AI opportunity register
02
AI Opportunity Mapping & Strategy
1-2 weeks

We prioritize AI use cases by impact and feasibility, select the right tools for your environment (Claude, Copilot, Gemini, or custom), and design the adoption roadmap your team will actually follow.

📦 AI strategy document + prioritized use-case backlog
03
Team Workshops & Hands-On Deployment
3-6 weeks

We run structured workshops — onsite or remote — covering the specific workflows identified in phase one. Controllers, FP&A analysts, and finance managers leave with working AI processes, not slide decks.

📦 Live workflows, prompt libraries, and templates your team owns
04
Adoption Roadmap & Ongoing Support
Ongoing

We hand over a 90-day adoption roadmap with milestones, KPIs, and ownership. Advisory retainers are available for teams that want continued support as AI capabilities evolve.

📦 90-day roadmap + optional retainer

What finance leaders say

Results, not promises.

“The assessment phase alone changed how we think about the close. We identified six workflows we had never considered automating. The roadmap Kyootek delivered became our finance team's AI strategy for 2026.”

Thomas R.CFO — SaaS company, Toronto

“We went from individual AI experiments to a standardized close process in eight weeks. The team workshops were hands-on and directly applicable to our actual workflows — not generic AI training.”

Caroline M.Finance Director — Private equity portfolio company, New York

“What I valued most was the fixed-price model. No billing surprises, no scope creep. We knew exactly what we were getting and it was delivered.”

David L.VP Finance — Healthcare group, Montreal

FAQ

Common questions from finance leaders

A four-phase engagement: process assessment, AI opportunity mapping and strategy, hands-on team workshops, and a 90-day adoption roadmap. Every engagement is scoped specifically to your finance function — no generic playbook.
A standard engagement runs 6-10 weeks from the initial scoping call to roadmap delivery. Shorter sprint formats (4 weeks) are available for teams with a specific, well-defined use case. Ongoing advisory retainers extend the relationship post-deployment.
Both. Workshops can be delivered onsite across North America and Europe, or fully remote via structured virtual sessions. Most clients choose a hybrid format: remote for assessment and strategy, onsite for the hands-on workshop.
Engagements are designed for finance teams of 3 to 50 people. Larger enterprise deployments are scoped separately — contact us to discuss.
We are tool-agnostic. We work with Claude, ChatGPT, Microsoft Copilot for Finance, Gemini, and Excel-native AI features. Our recommendation is based on your existing infrastructure, not a vendor preference.
Engagements start at $12,500 for a focused sprint. Full four-phase engagements and retainers are priced based on team size and scope. We provide a fixed-price proposal after the scoping call — no hourly billing.

Ready to deploy AI
across your finance function?

The scoping call is free. We will tell you honestly whether this engagement is the right fit.

Schedule a scoping call →Explore the Academy instead