HANDS-ON AI IMPLEMENTATION

Make AI part of
how your
business runs.

You set the direction.
I help your team make it real.

Turn a CEO’s AI mandate into working finance and operations workflows—with a clear owner, trained people, and results you can measure.

Work directly with Christopher Peters, M.Ap.Stat.

THE IMPLEMENTATION BRIEF01 / FINANCE
ILLUSTRATIVE WORKFLOW

From scattered inputs
to a review-ready report.

Monthly management reporting

  1. 01
    Connect the inputs

    Approved exports, prior reports, source notes

    DATA
  2. 02
    Prepare the first draft

    Reconcile inputs. Flag exceptions. Cite sources.

    AI + RULES
  3. 03
    Keep the controller in control

    Review, correct, approve, then distribute.

    HUMAN
MEASURE WHAT CHANGES

Cycle time · Rework · Cost per report

BUILT ON HANDS-ON EXPERIENCE

Former Principal Data Scientist, Zapier

Former Chief Scientist, Touch AI

Meet Christopher ↗

THE GAP BETWEEN INTENT & EXECUTION

“We should use AI.”
Now someone has
to do the work.

Your controller is closing the books. Your operations lead is keeping the business moving. A new AI initiative needs someone to own the implementation.

I work alongside your team to find a valuable starting point, connect the tools, test the outputs, and make the new workflow part of the working week.

Best fit: CEOs, CFOs, and COOs of service businesses with roughly $10M–$250M in revenue, including PE-backed companies, with recurring administrative work and a small team responsible for it.

Start with the work that repeats ↓

WHERE WE START

One useful workflow.
A foundation for the next.

Choose a starting point to see how a pilot could work. These are examples of scope, not client results.

REPORTING & EXCEPTION REVIEW

Give the controller
a better first draft.

Bring approved financial exports together, surface variances, and draft source-linked commentary for management reporting.

Build
A repeatable reporting workflow, exception queue, and approval step.
Keep human
Accounting judgments, journal posting, and final sign-off.
Measure
Preparation hours, correction rate, and reporting turnaround.

A CLEAR WAY TO BUY

Start small.
Expand with evidence.

Each phase is a separate decision. Agree on the scope and acceptance criteria before work begins.

01 / FIND THE OPPORTUNITY

AI Opportunity Map

$5,000 fixed fee · 2 weeks

Find the first workflow worth improving and make the investment case.

  • Up to 5 workflows in one department
  • Up to 3 stakeholder interviews
  • Time, cost, data, and risk baseline
  • Ranked opportunities and a pilot brief
  • 90-day implementation roadmap
Discuss the assessment ↗

A decision-ready plan; implementation is separate.

03 / KEEP IMPROVING

AI Operating Partner

From $4,000 per month · optional

Keep deployed workflows useful and help leadership decide what comes next.

  • Monthly performance and cost review
  • Evaluation and workflow tuning
  • Support for your internal owner
  • Prioritized backlog for the next rollout
  • Up to 12 hours/month at the starting tier
Discuss ongoing support ↗

New builds scoped separately. Business-hours support.

USD. Software, model usage, and applicable taxes are additional. Timelines assume agreed access and an available workflow owner. Each engagement starts with a written scope; this page is not a guarantee of savings.

CHECK THE ECONOMICS

Is the time back
worth the investment?

Explore a workflow’s potential with your own assumptions. All figures are illustrative and calculated in your browser.

ILLUSTRATIVE ANNUAL CAPACITY

$46,800

624 team hours recovered per year

Annual recurring costs
$6,000
Year-one net capacity value
$15,800

Capacity value is time × labor cost. It becomes cash savings only if actual spending falls. Redeployment, adoption, review time, and quality affect realized value.

How this estimate works

Annual hours = weekly hours × time reduction × 52. Gross capacity value = annual hours × loaded hourly cost. Year-one net capacity value = gross capacity value − (monthly software and support × 12) − one-time costs. Time reduction should be net of human review and maintenance effort. This simple scenario assumes a full year at steady state; rollout delays and ramp-up reduce first-year value. The default $500/month assumes internal ownership and excludes the optional $4,000/month Operating Partner plan. Enter your full expected costs.

BUILT FOR THE PEOPLE DOING THE WORK

Your team keeps
the judgment.
AI takes on the prep.

01

A named owner, from day one.

A CEO sponsor, a workflow owner, and a practical review cadence. I handle the build; your team helps define what good looks like.

02

Controls inside the workflow.

Approved data sources, scoped permissions, test cases, human approval, and a manual fallback. Sensitive data requirements are agreed before access.

03

An honest account of the result.

Compare cycle time, rework, quality, and total cost against the baseline. Expand when the evidence supports it; adjust or stop when it doesn’t.

YOUR IMPLEMENTATION PARTNER

Christopher PetersM.Ap.Stat. · Michigan

I bring applied statistics, software engineering, and experience building data systems at Zapier and Touch AI. You work directly with me on the workflow and the evidence that it is helping.
More about my background ↗

BEFORE WE TALK

Practical questions.
Straight answers.

Can you “AI-ify” the whole firm?

We can build a firm-wide roadmap, then work through it in phases. The first engagement focuses on one department and a pilot that can establish a repeatable approach for the next team.

Do we have to change our tools?

We start with your existing systems and approved vendors. Model choice follows the workflow, access requirements, quality, and cost. Any additional licenses or integrations are agreed in the scope.

How much time will my team need?

The assessment includes up to three stakeholder interviews and a readout. A pilot needs a named owner, access to representative inputs, a weekly working session, and time for user testing. We agree on that commitment before starting.

What about healthcare or sensitive financial data?

Start with administrative work and approved, de-identified or synthetic examples where appropriate. Production access depends on your security review, contractual requirements, vendor approvals, and data-handling rules. Clinical decisions, payment execution, and autonomous journal posting are outside the initial pilot.

What if the assessment finds no worthwhile pilot?

You still receive the workflow analysis, constraints, and recommendation. Stopping is a valid outcome. The assessment does not commit you to implementation.

Does this depend on reducing headcount?

No. The initial measures are throughput, turnaround, quality, and time returned to the team. We distinguish usable capacity from actual reductions in spending.

Who owns the implementation?

The scope defines ownership and any third-party licenses. The intended delivery includes workflow documentation, configuration or source code produced for your project, and a handoff to your internal owner. Support and new development are separate decisions.

LET’S FIND THE FIRST USEFUL WIN

What keeps landing
on your team’s desk?

Bring one recurring workflow and the result you want.
We’ll discuss fit, constraints, and a sensible first scope.

A direct conversation. No purchase commitment.