Finance AI and
Automation Consulting
Bridge the Gap Between AI Strategy & Execution.
Focus on the areas that drive the biggest impact, prove value fast, and work with 8020 to identify, automate, and scale the finance workflows that move your business forward.
Start Driving Measurable AI Impact
AI initiatives don’t fail because of the technology. They fail because teams often start in the wrong place: leading with tools or trying to apply AI across too many areas at once. Roadmaps get too broad to act on, priorities compete, and execution never quite gets off the ground.
8020 takes a different approach. We bring finance operators and AI experts together to identify where the biggest opportunities exist, implement practical improvements alongside your team, and create measurable impact early in the process. Some organizations begin with a specific workflow. Others are tackling broader finance transformation initiatives across systems, reporting, close, or FP&A. Either way, the goal stays the same: prove value quickly, build momentum, and scale from what’s already working.
We Start with the Business Problem, Not the Technology
Finance sits at the center of how the business runs. When workflows break down, it delays decisions, clouds visibility, and creates risk across the organization. AI and automation can help, but applied to the wrong areas, they only amplify what’s already not working.
Slow Close Processes
A slow close delays decisions. Instead of explaining performance, your team is still reconciling it, often well past the point where it’s useful.
Manual & Fragmented Reporting
Reporting spread across systems and spreadsheets becomes slow, inconsistent, and difficult to trust. The more effort it takes to produce, the less confidence leaders have in using it.
Forecasting & Cash Flow Challenges
Forecasts built on manual processes don’t keep pace with the business. They’re outdated before they’re used, and decisions move ahead without them.
Poor Data Quality & Knowledge
Inconsistent data leads to inconsistent decisions. Definitions vary, sources conflict, and key knowledge sits with individuals instead of the system.
Limited Team Capacity
Highly skilled finance professionals spend too much time on repetitive work. As a result, the function produces reports instead of insight, and capacity never quite catches up with demand.
Moments of Change
Growth, system changes, or new ownership increase pressure on the finance function. They also expose inefficiencies that were previously manageable but no longer are.
Scalable Finance: The Strategic Advantage of AI-Enabled Processes
AI creates value when it improves how the business actually operates. When applied to the right areas, the results are measurable across capacity, speed, accuracy, and control.
Increase Capacity Without Adding Headcount
Take repetitive work off your team’s plate so they can handle more without expanding. The output grows, but the team doesn’t have to.
Improve Speed and Visibility
Reduce the lag between when something happens and when finance can explain it. Faster reporting leads to better decisions.
Reduce Risk and Rework
Standardize how work moves through the function. Fewer manual steps mean fewer errors—and less time spent fixing them later.
Scale AI with Control
Start where results can be tested and trusted. Build from workflows that hold up under review, then expand with confidence.
Preserve Judgment Where It Matters
Automate the work that slows your team down, not the decisions that require context. Your team still reviews outputs, challenges results, and applies judgment where it counts. AI supports the work, but it doesn’t replace the role finance plays in the business.
Accelerate Time-to-Value
Avoid spending months building roadmaps before anything improves. 8020 focuses on moving practical solutions into production quickly, so the business starts seeing measurable gains while broader transformation efforts continue taking shape.
8020’s Approach: Start Where It Matters Most. Execute with Discipline. Scale What Works.
Long-term roadmaps rarely hold. Priorities shift, and plans lose alignment with how the business actually runs. 8020 starts with a specific problem, proves the improvement in practice, and builds from there, creating the momentum behind what we call the "Snowball Effect."
STEP 1:
Identify the Finance Friction
We don’t begin with tools or use cases. We begin with how your team is actually getting things done: Where work stalls, where handoffs get messy, where teams are waiting on information.
STEP 2:
Assess Data and System Readiness
From there, we evaluate how your systems and data are supporting that work. In some cases, it’s working well. In others, there are gaps—definitions don’t match, processes break between tools, or too much depends on one person. That gets sorted out before anything new is layered in.
STEP 3:
Prioritize High-ROI Use Cases
Not everything needs to be touched. We help narrow priorities down to the key areas where a change will make a noticeable difference: less time spent, fewer errors, or faster answers. That becomes the starting point. As the work progresses, those priorities are revisited and adjusted based on what’s actually happening.
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STEP 4:
Execute, Validate, and Refine
Solutions are introduced alongside your current processes. 8020 works with your team to compare outputs, resolve discrepancies, and make sure results hold up. Execution and prioritization move together—what we learn in real time shapes what comes next.
STEP 5:
Build Momentum and Scale Capacity
Once something proves reliable, it becomes the base for what comes next. 8020 builds from there step by step, so improvements stick and the team actually uses what’s been put in place.
Ready to Turn AI Questions Into Practical Business Results?
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Measurable Impact for Accounting & Finance Leaders
8020 helps finance leaders get practical about AI. Our consultants have spent decades inside finance functions. They know where time is lost, where risk builds, and where automation or AI can genuinely improve the outcome. They work alongside your team to fix those areas, not just recommend them.
We invest in ongoing AI training across our consultant base and extend our capabilities through an exclusive partnership with Invoke, a firm specializing in building and deploying AI and automation solutions. Together, we support everything from targeted workflow improvements to broader finance transformation initiatives spanning systems, reporting, close, FP&A, and operational processes.
Increase in finance team capacity without adding headcount
Days to see measurable impact from initial workflows
Projects delivered across finance operations, transformation, and enterprise initiatives
Years of senior finance experience across PE-backed, public, and high-growth companies
Comprehensive Financial Consulting Services
AI and automation are only one part of the equation; 8020 helps finance leaders strengthen the full function. Explore related consulting services designed to support the people, processes, and priorities behind a more scalable organization.
Financial Project Management & Execution
Move financial initiatives forward with people who can both lead and execute. We step into projects like system rollouts, integrations, and close acceleration to handle the work and keep everything aligned as conditions change.
Interim CFO
Put a senior finance operator from 8020 in the CFO seat. They take on day-to-day leadership, stay close to executive decisions, and keep the function moving while you work through transition or change.
Financial Systems
Align your finance systems to how your team actually works. We support selection, implementation, and optimization so data moves cleanly, reporting holds together, and the system does the job it was built for.
Private Equity Consulting Services
Drive performance across the portfolio. Our team leverages extensive PE experience to maximize deal value, build scalable operations, and drive EBITDA growth while delivering measurable results throughout the investment lifecycle.
Transaction Support Services
Deals create a surge of work before and after close. We support diligence, integration, and reporting so nothing gets missed while the business keeps moving.
Financial Planning and Analysis
Bring strategic insight to your decisions. Our FP&A leaders step into your forecasting and planning processes, helping you optimize teams and your financial performance.
Interim Controller
Place a hands-on controller into your accounting function. They take ownership of close, reporting, and compliance so the work stays consistent and nothing slips during the transition.
Interim Financial Management
Bring in an 8020 consultant to cover key gaps across the team. They step into the role, pick up ownership quickly, and keep day-to-day execution moving without disruption.
Financial Reporting and Accounting
Maintain reporting that stands up under scrutiny. We support technical accounting, audit readiness, and ongoing reporting so your team isn’t scrambling at the finish line.
From AI Interest to Practical Action: What Our Clients Say
“8020 consultants deliver immediate value and elevate any team.”
⭐⭐⭐⭐⭐ | 5.0
Lindsay Terifay
VP, Controller - Fandango & NBC Sports
Financial AI Resources
Access some of the powerful resources below to help you level up & win.
NOVEMBER 19, 2025 | FINANCIAL PLANNING & ANALYSIS
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Stop Auditing the Past. Start Automating the Future.
Most finance teams don’t need a full transformation. They need to fix the workflows that are slowing them down.
We’ll help you identify where automation and AI can create immediate impact and build from there.
Financial AI & Automation: Frequently Asked Questions
How do I start implementing AI in my finance department?
Start with one workflow, not a full rollout. The teams that see results early focus on processes that already work but take too long: close, reporting, or forecasting are common starting points.
From there, define the issue clearly, test improvements alongside your current process, and compare outputs before making any changes permanent. That keeps risk low and makes the results easier to trust.
We walk through that process in more detail in the AI in Finance: C-Suite Execution Playbook, including how to choose the right starting point and prove value before expanding.
Can AI help my team scale without adding more headcount?
Yes, but the gain comes from how the work changes, not just the tool itself. When repetitive tasks like data aggregation, reporting prep, or variance flagging are handled more efficiently, your team spends less time producing numbers and more time working with them. That shift creates capacity without increasing cost.
Most teams don’t need more people. They need fewer manual steps in the processes they already run every day.
What is the ROI of financial AI consulting?
The return shows up in how your team operates. Close cycles shorten. Reports go out faster. Fewer errors surface at the last minute. Forecasts are easier to update and rely on.
From there, the investment is scoped around the work itself. We evaluate a specific workflow, estimate the effort to design and implement the solution, and outline a range of time and cost based on that scope. Alongside it, we quantify the expected impact: how much capacity is freed, how much time is saved, and where risk or rework is reduced, so the ROI is clear before moving forward.
You’re improving how the function runs, with measurable gains both immediately and over time.
Does AI replace the need for accounting staff?
No. It removes the work people shouldn’t be spending time on. The repetitive parts of the job can be automated, but the judgment can’t. Finance teams still need to review outputs, question results, and make decisions. If anything, AI raises the bar. It gives the team more capacity, but also puts more weight on their ability to interpret what’s coming out of the system.