Model Review / Custom Build
Need a second opinion—or something built from scratch?
I review your existing cash flow models to flag blind spots, clarify assumptions, and improve performance. If off-the-shelf tools aren’t cutting it, I can help design and implement a streamlined, finance-specific AI model that fits how you actually operate.
All signal, no fluff.
Key Features
Spot Hidden Assumptions
Uncover overlooked logic or biases in existing models that may distort your forecasts.
Validate What Matters
Ensure your model is grounded in the drivers that actually move your cash position—not noise.
Stress-Test Scenarios
Run edge cases and what-ifs to understand how your model holds up under real-world volatility.
Align with Finance, Not Code
Design models that speak the language of finance teams—not just data scientists.
Custom-Built When It’s Worth It
If a tailored AI model gives you a clearer signal, I’ll help you build exactly what’s needed—no more, no less
Clear Handoff, No Guesswork
Documentation, structure, and process built in—so your team can run with it confidently.
With so many AI forecasting tools on the market, it’s hard to know what’s working, what’s hype, and what actually fits your needs. I help finance teams evaluate their current setup—whether it’s a commercial platform, a homegrown model, or a mix of both.
From there, we decide what to keep, what to tweak, and what to rebuild. The result: forecasting you can trust, tailored to how your business really runs.
Other Services
Tool Selection & Setup
I help you select, apply, or build the right AI tool for cash flow forecasting—tailored to your data, timeline, and team.
Forecast Process Redesign
I modernize how your inputs flow into the forecast—streamlining messy sheets, syncing source data, and making updates effortless.
Prompt Engineering & Output Control
Using a commercial AI tool? I tune your prompts and inputs to deliver consistent, useful results—even from black-box models.
Ready to Review or Rebuild Your Forecasting Model?
Let’s evaluate what you’ve got—or create something better, built around how your business actually runs.