AI advisory for independent finance operators

Agents built on the work you already own.

Grimnir AI helps fractional CFOs, boutique finance firms and small finance teams put AI to work inside the processes they already run. Advisory, agent builds, and hands-on training.

Start a conversation Bring one process you already run

What we do

Three ways we work.

01

Advisory

Where AI is worth applying in your practice, what to leave alone, and what order to do it in. You leave with a sequenced plan tied to your close calendar and your client commitments, not a technology roadmap.

02

Agent building sprints

We take one workflow you already own — a reporting pack, a variance narrative, a client onboarding, a forecast refresh — and build it into a working agent with quality checks and a named human approval step. You keep the agent.

03

Training

Hands-on AI training, from getting professional-grade output out of a model to building and running agents. Delivered live, around your own work rather than generic examples.

Operators who own the work.

Most AI advice is written for companies that have an engineering team. You have a book of clients, a close calendar, a reporting cycle and no slack in the week. That constraint is what we design around.

I

Fractional CFOs and boutique finance-services firms

One to fifteen people, where the person who owns the client relationship is also the person doing the work.

II

Finance and operations teams inside larger companies

Groups that run a recurring cycle and carry the consequences when a number is wrong.

III

United States and Latin America

Work is delivered remotely, in English or Spanish.

Why us

Operating experience, not vendor experience.

Grimnir AI’s advisory bench includes a finance operator with 25+ years in corporate finance, accountable for P&Ls from $10M to $1.9B and currently the designated AI champion for a regional finance organization, where the work is putting automation in the hands of the analysts who run the reporting. That shows up as judgment about what is worth automating, what to leave alone, and what has to hold up when someone puts their name on the output.

Start with a free week of live AI training.

We partner with the program’s provider to offer a free week of hands-on AI training, normally $1,000 per person. Two live tracks, Monday to Thursday, every session recorded. You bring one real piece of your own work and leave with a plan for it. No card required.

See the free week

The training is run by our partner on their own platform. We refer people to it and would see a share if you ever bought something downstream.

Bring one process you already run. We’ll tell you if it’s a fit.

Tell us the workflow and the constraint around it. If a sprint is the right answer we’ll say so, and if it isn’t we’ll say that too.