Better CFO Decisions. Backed by AI. Powered by Expert Insight.
For CFOs who value efficiency, intelligence, and control.
Solutions - Built for CFOs. Designed for Decision Velocity.
AI CFO Assistant
Get fast, structured answers to complex finance questions.
From budgeting and KPIs to compliance and digital transformation – powered by an AI Agent, trained on real CFO cases.
Expert matching
Tap into a curated pool of freelance finance professionals for support when your team hits capacity.
No agency markup. No noise. Just the right match – delivered through our expert platform partnership.
Community access
Anonymized, private peer exchange for real-world challenges.
See what other CFOs are doing. Ask. Share. Learn.
How it works: Two Paths. One Platform. Built for CFOs.
1. From Challenge to Action
You know your issue. AICO helps verify and frame it. You either solve it directly – or need a team. You choose: internal or external via
our network.
2. From Insight to Opportunity
You explore our CFO Dashboard and spot a rising issue. Talk it through with AICO or anonymously with peers. If it matters, turn it into a project—handled by your team, or executed with experts from our network.
Why Better Decisions Matter
Projects fail. Budgets leak. CFOs deserve smarter structures.
1
% of projects miss their goals due to poor structure and planning (McKinsey)
1
$m lost per $1b invested due to bad execution and misalignment (PMI)
1
% of project budgets written off when CFOs act too late (proceve.com)
About Dr. Zwezich
Dr. Sergej Zwezich is a strategic CFO advisor with a background in finance, operations, and transformation.
He has supported DAX, MDAX and growth-stage companies in aligning procurement, sales, and project structures with financial goals.
With over 10 years of experience, he now combines structured thinking with AI-powered tools and tailored advisory formats.
About our boutique
We are a lean, independent advisory firm focused on helping CFOs navigate complexity, pressure, and transformation.
Our work spans financial process optimization, strategic sourcing, AI-assisted decision support, and on-demand expert matching.
We act quickly, think long-term, and work side-by-side with finance leaders – from mid-sized enterprises to multinational groups.
About our team
Our extended team includes hand-picked experts with backgrounds from UCLA, Harvard, WHU, and leading consulting and industry firms.
Depending on your case, we match you with senior professionals for market research, peer interviews, or project delivery – discreet, on point, and ready when you are.
In a first conversation, we clarify your priorities and define what success would look like for you.
We then schedule a virtual whiteboard session to map out the current situation, identify key challenges, and explore solution paths – openly, clearly, and on equal footing.
Based on that, we develop a tailored project proposal, including a transparent timeline, resource plan, and budget frame.
If needed, we bring in senior experts from our extended team – from strategic advisors to delivery leads – precisely matched to your case.
From day one, we work toward alignment, clarity, and momentum – laying the foundation for smart, confident execution.