Strategy. Advisory. Execution.
From AI readiness assessments to deployed agents in production — we meet you where you are and move you forward.
Strategy & Planning
Assessment, strategy, resourcing, and roadmap — know where you're going before you build.
AI Training
- Executive education — AI strategy, opportunity identification, risk awareness
- Staff training — hands-on workflows, prompt craft, tool adoption
- Custom workshops — built around your specific tools, processes, and use cases
✓ Outcome: A team that understands AI and can work confidently alongside it
AI Transformation Planning & Roadmap
- Current-state audit — people, processes, tools, data
- Opportunity mapping — where AI creates the most leverage
- Integration roadmap — prioritized initiatives with milestones, owners, and metrics
✓ Outcome: A 90-day or 12-month AI roadmap your team can actually execute
AI Resourcing & Staff Augmentation
- Fractional AI leads embedded in your team
- Subject matter experts on specific AI topics (agents, automation, LLMs, compliance)
- Ongoing advisory — answer questions, unblock initiatives, review vendor proposals
✓ Outcome: AI expertise available when you need it, without full-time overhead
Advisory
Ongoing expert presence — the AI transformation partner you call when it matters.
Specialist AI Advisory
- Answering hard questions your team can't answer internally
- Second opinions on AI strategy, tooling choices, and vendor evaluations
- Real-time guidance when AI initiatives hit unexpected walls
✓ Outcome: Trusted expert access without the cost of a full-time hire
AI Governance & Oversight
- AI risk and compliance counsel — regulation, audit questions, liability
- Policy and controls — acceptable use, data handling, model governance
- Board and leadership briefings — translating AI into executive language
✓ Outcome: AI that is defensible, auditable, and aligned with your obligations
Community & Thought Leadership
- Building and growing your internal AI community
- Positioning your firm as a credible AI voice in your market
- Content, events, and community strategy
✓ Outcome: Your firm becomes the go-to AI voice in your space
Execution
Hands-on delivery — build and run the AI transformation you planned.
AI Transformation Execution
- Initiative management — running AI projects end-to-end
- Change management — embedding AI into how the team actually works
- Progress tracking — milestones, KPIs, and reporting
✓ Outcome: The roadmap gets executed, not just documented
AI Agent Development
- Finance & accounting agents — close process, AP/AR, reporting, reconciliation, audit prep
- Operational agents — intake, triage, research, client communication
- Multi-agent systems — agents that coordinate across tasks and hand off work
✓ Outcome: Deployed agents that run real workflows, not demos
AI Application Development
- Client-facing tools — portals, dashboards, AI-assisted reports
- Internal tools — workflow automation, knowledge bases, decision support
- Integrations — connect AI to your existing stack (NetSuite, QuickBooks, FloQast, etc.)
✓ Outcome: Production-ready tools your team uses every day
How our services come to life
The three pillars above describe what we do. These five tiers describe what you buy. Each tier maps across Strategy, Advisory, and Execution.
AI Advisory Slack Channel
A dedicated Slack channel where you get direct, ongoing access to an AI practitioner who works in finance every day. No sales calls. No ticket queues. Just real answers.
Internal Firm Automation
Your internal workflows, automated with AI. Anything your team does repeatedly that burns hours — I scope it, build it, and hand it over.
Client-Specific Delivery
AI-powered deliverables for your clients. Tools and agents tailored to specific engagements — treasury, audit, forensics, reconciliation, compliance, and FP&A.
Orphil Advisory Platform
A full AI operating system that runs on your machine. Pre-built agent teams for accounting, consulting, and finance. Your data never leaves your environment. No coding required.
Team Trainings
Hands-on workshops and training sessions for your team. From prompt engineering for accountants to building custom AI workflows. Your team leaves ready to use AI, not just talk about it.
Delivery Models
Engagements structured to fit your needs — from one-time projects to embedded partnership.
| Model | What it looks like |
|---|---|
| Project | Fixed scope, defined deliverable, clear end date |
| Retainer | Ongoing monthly engagement — advisory + delivery mixed |
| Embedded | Fractional CAIO presence — attend your meetings, own your AI roadmap |
Let's figure out the right engagement for you.
Every firm is different. Let's talk about yours.
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