AI Consulting for FP&A Teams

AI-Powered Efficiency
for FP&A Teams

We help finance planning & analysis teams explore and implement AI tools to streamline workflows and elevate decision-making. Stop drowning in spreadsheets — start making smarter, faster decisions.

Faster Forecasting
Streamline cycle times with AI
Less Manual Work
Automate repetitive tasks
More Scenarios
AI-driven modeling at scale
Smarter Decisions
Elevate strategic insight
10-Year FP&A VeteranFounded by Kyle Lund
4-Step Engagement ProcessDiscovery → Assessment → Implementation → Optimization
Free AI Readiness Checklist10-point self-assessment
Sample DeliverableSee the full assessment output
Free 30-Min Discovery CallNo commitment required

Our Services

Structured programs for
every stage of your AI journey

$2,500
one-time

AI Readiness Assessment

Evaluate your FP&A workflows and identify highest-impact AI opportunities. Receive a prioritized roadmap in under two weeks.

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Comprehensive
$25,000
one-time

AI Implementation Program

Hands-on implementation of AI tools into your forecasting, reporting, and planning workflows. We build, integrate, and train your team.

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$3,000
per month

Ongoing AI Optimization

Continuous AI optimization with monthly strategy sessions, new use-case identification, performance monitoring, and team upskilling.

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Resources

Honest articles on
FP&A and AI adoption

Explore practical reads on forecasting workflows, finance AI use cases, and how to evaluate tools without overpromising results.

Browse all resources

Our Approach

A structured path
from assessment to results

Every engagement follows a clear, repeatable process designed to deliver practical value at each step.

01
Discovery

We learn how your FP&A team works today — your tools, cadence, pain points, and goals. No sales pitch, just listening.

02
Assessment

We map your workflows against AI opportunities and deliver a prioritized roadmap with quick wins you can act on immediately.

03
Implementation

We work alongside your team to configure and integrate AI tools into your actual workflows. Hands-on and tailored to how you really work.

04
Optimization

We refine what's working, expand to new use cases, and upskill your team so the value compounds over time.

About Finleap

Built by an FP&A professional,
powered by AI expertise

Founded by Kyle Lund, a 10 year FP&A veteran, Finleap was built on a simple observation: FP&A teams are drowning in manual work while powerful AI tools sit underutilized. We bridge that gap.

We don't sell generic AI strategies. We understand your close calendar, your variance analysis pain, and the stakeholder pressures you face every quarter. That domain expertise is what makes our implementations practical and lasting.

Learn more about Finleap
FP&A-First

Every recommendation is grounded in the realities of forecasting, reporting, and finance business partnering.

Hands-On

We work inside your workflows — implementing and training, not just advising from a slide deck.

Pragmatic AI

Not every problem needs AI. We help you separate signal from noise and focus on what actually moves the needle.

Lasting Adoption

We invest in training and change management so your team is empowered — not dependent on us.

Ready to Start?

Your FP&A team deserves
better tools

Book a free 30-minute discovery call. We'll assess your current workflows and identify where AI can make the biggest impact.

No commitment required · 30-minute call · Honest advice guaranteed