Fractional CFO + Corporate AI

Built for margin.

We bring CFO-grade financial discipline and governed AI to growth-stage companies: better margins, healthier cash, and systems your team can actually run.

Fractional CFOFinance & Accounting OperationsGoverned AI
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Scroll Fractional CFO · F&A Ops · Executive Systems Architecture · Corporate AI Enablement
Finance & Operations

CFO Consulting

Senior financial leadership and hands-on consulting for companies looking to scale and improve.

  • Embed senior finance leadership without the full-time cost
  • Turn the books into board-ready clarity
  • Build a finance function that scales
Explore the practice Training · Advisory · Transformation

Corporate AI Enablement

Enabling business AI capabilities through training, advisory, and transformation.

  • Upskill your team to embrace and leverage AI
  • Unlock insights and efficiencies across the business
  • Custom AI transformation for executives
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About

Who we are

Rooted in corporate Finance & Accounting services, our team brings together senior executives and leaders who have spent their careers improving how complex companies run. We leverage our experience spanning finance, software engineering, operations, and marketing to address the needs of growth companies with complete Finance and AI-enabled solutions. Our focus is transforming and upskilling growth-stage company teams. Learn more about us →

Services

What we do

CFO Consulting

Fractional LeadershipSenior financial leadership embedded with your team, without the full-time overhead.Consulting ProjectsScoped finance and operations engagements: reporting, systems, close, and forecasting.

Corporate AI Enablement

Team TrainingSeminars, the Intensive, and workshops that move your team from chat to governed, agentic workflows.Executive SolutionsAI use cases mapped to each executive office: finance, operations, revenue, marketing, and strategy.Targeted ImplementationReadiness assessment through hands-on build of the auditable systems your team will run.
Why it matters

Why firms bring us in

Growth companies outgrow their finance and their systems faster than they can staff for it. Whether the need is sharper financial leadership, a real plan for AI, or a team trained to run it, we bring the capability to match where the business is headed.

Finance capabilities that need to scaleAs the business grows, its financial insight, systems, and analytics have to grow with it. Reporting, planning, and controls need to move from ad hoc to best-practice before the gaps start to show.
AI and technology that need to adaptCompanies know they need to harness changing technology, yet the models and tools keep moving. Adoption has to be deliberate, secure, and built to adapt rather than chase every new release.
Data that needs to integrateCritical data sits in silos across ERP, spreadsheets, and point apps. It has to integrate securely so it can be trusted for reporting and made available to AI agents.

You need partners who have been in your shoes and who understand the changing landscape. See the current environment →

Upcoming

Weekly AI seminars for executives and their teams.

Live, 90-minute working sessions on putting AI to work in a real business. Reserve a seat at the next one.

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Contact

Let's talk

Ready to explore how F3 Insights can help your business? Start with a conversation. We typically respond within one business day.

Get in touch

Whether you're looking for strategic finance leadership, operational improvements, or automation solutions, we'd love to learn about your business and discuss how we can help.

Emailinfo@f3insights.com
StudioSan Diego, CA
ResponseWithin one business day