AI Applied to Internal Finance/Sales Data

Client Company

High growth consulting firm.


There had been issues with predicting cash flow from invoices and the sales pipeline. To create more accurate forecasts, the CEO requested AI-driven financial planning. We developed a system that pulled directly from their NetSuite accounting system and Zoho CRM.

The AI assistant analyzes historical revenue, cost, and cash flow data to detect seasonality, trends, and correlations. It uses machine learning algorithms to build predictive models for each line item on the income statement and balance sheet.

The sales pipeline and lead scoring data from Zoho allows the AI to forecast future revenue growth. It can generate different growth scenarios based on sales team projections.


A presentation and written report detailing:

  • The competitive landscape.
  • The potential segments of customers that the company should target.
  • Recommendations on specific product/service offerings and operational adjustments that the company should implement.
  • A proposed go-to-market strategy.









Financial Process Development


CFO Advisory




AI Customization

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AI Applied to Internal Finance/Sales Data

Transformed a high-growth consulting firm's financial forecasting using AI-driven insights, integrating with NetSuite and Zoho CRM for accurate cash flow predictions and sales pipeline forecasting.