Finance Leadership

AI for SMB
Chief Financial Officers.

Today's CFOs are guiding their companies through tariffs, inflation, and constantly shifting forecasts. On top of that, they're being asked to lead technology and AI strategy with a small finance team and no CIO to lean on. Invisionary Financial brings industry-leading AI expertise to SMB CFOs at fair and transparent prices.

The Challenge

Wider scope. Lean teams.

SMB CFOs are guiding their companies through economic turbulence while taking on a wider mandate. But even superheroes sometimes need support.

01

The ground keeps shifting

53% of small businesses cite inflation as their top concern in Q1 2026, up from 45% the prior quarter. With all the economic uncertainty these days, building a forecast by hand often can't keep up.

02

The mandate keeps growing

95% of senior finance leaders say their roles have expanded beyond traditional finance. CFOs are increasingly the de facto head of IT, AI, data, and risk, often without a CIO or CRO to share the load.

03

The gap keeps widening

44% of CFOs say their tech experts lack finance knowledge and 70% of SMBs report needing outside help to get the most out of AI. While tech + finance talent can be scarce, the results can be amazing.

Sources: U.S. Chamber of Commerce, Small Business Q1 Index (2026). Brex, Finance Leaders Survey (2025). Cherry Bekaert, Middle Market CFO Survey (2025). RSM, Middle Market AI Survey (2025).
The Opportunity

Closing the gap.

60%
of CFOs say AI will transform finance

But only 11% of Finance teams have AI in production

and those teams are producing impressive results ...

55% more time on analysis vs. data wrangling
2x faster monthly close (5 days vs. 10+ days)
Sources: L.E.K. Consulting, Office of the CFO Survey (2025). The Hackett Group, Digital World Class Finance Research. APQC, General Accounting Open Standards Benchmarking.
The Offerings

Three ways to engage.

01 · Strategize

AI Audit

A 1-2 week diagnostic to identify the highest-impact AI opportunities in your firm. Includes a written report with prioritized use cases and a readout call.

$4,500 flat fee
Credits 100% toward a Sprint within 60 days.
02 · Execute

AI Workflow Sprint

A 2-4 week engagement that takes one workflow from idea to implementation. Includes team training and a 30-day post-launch check-in.

From $15,000 / project
Price varies based on project scope.
03 · Empower

AI Fractional Advisor

AI leadership on call, without the cost of a full-time hire. Monthly strategy sessions, briefings, office hours for your staff, and prototyping.

From $40,000 / year
Two tiers available based on hours.
The Next Step

Let's talk about your firm.

Book a free 30-minute call. No commitment. We'll talk through what you're trying to figure out and whether one of the offerings above is a fit.

Book a Call