AI that makes sense for finance

AI that creates real
advantage for finance teams

We help CFOs and finance leadership teams identify where AI creates decision advantage — and build the solutions to capture it, end-to-end.

Four ways to engage,
one clear outcome

Every engagement ends with an embedded solution and your team owning the capability.

Tier 1
Assessment Only

A structured audit of where AI creates the highest-leverage opportunities in your finance function.

Tier 2
Assessment + Prototype

The audit, plus a working prototype of the highest-value AI tool identified — built on your data, with optional working sessions for your team.

Tier 3
Full Build, Transfer & Enable

End-to-end build of AI tools and workflows, with structured capability transfer so your team runs it independently.

Tier 4
Advisory Retainer

Monthly strategic review, async access, and periodic model updates as AI tools evolve — including one Narrative Intelligence review per month on your current board pack or investor update.

Add-on · Standalone or within Retainer
Narrative Intelligence

AI-assisted review of your financial narrative — run from the Board & investor's perspective, before it reaches them. Includes international audience calibration for executives presenting across language and cultural boundaries.

What you receive
Output 1 — Presentation coaching layer Written, section-by-section guidance applied directly to your draft. Flags vague language, missing bridges, red flag phrases, and narrative gaps — with specific rewrites.
Output 2 — Tone and risk scorecard A structured assessment across six dimensions, scored and explained. Tracks improvement across presentation cycles.
Q&A Preparation — add-on Up to 8 anticipated questions with model response frameworks — calibrated for analyst calls or board of directors.

Three demos.
Real tools.

Each demo is built on an anonymized DACH industrial company dataset. Request a live walkthrough to see how it applies to your data.

Dashboard
CFO Performance Dashboard

A multi-dimension interactive dashboard giving CFOs real-time visibility across P&L, cash, variance, and KPIs — built to replace static reporting.

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AI Narrative
Variance Narrative Generator

AI-generated variance commentary that turns raw actuals-vs-prior year vs budget data into board-ready narrative in minutes.

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Audit Framework
Finance Workflow Audit

A structured diagnostic mapping current finance workflows against AI opportunity — the starting point for any engagement.

Request a walkthrough →
Jay
Founder, BP Ventures
AI Finance Advisory · Switzerland
20+ years finance leadership, M&A,
and transformation experience in
USA, Europe, and Emerging markets.
Switzerland

bpventures.info@gmail.com

LinkedIn profile

Most AI advisory fails finance teams in one of two ways: it obsesses over the technology and loses sight of the business outcome, or it stays so high-level it never gains acceptance, and translates into action. The gap isn't capability — it's translation. Identifying where value truly lies, enabling the people who have to deliver it, and only then building the solution.

With two decades of global finance leadership across M&A, integration, transformation, and FP&A at companies including Roche, Medtronic, and Baxter, I work at the intersection of what AI can actually do and what a CFO's team needs to make better decisions. Every engagement ends with a team that owns the capability to continue the journey.

What sets BP Ventures apart is a single commitment: every solution is designed from day one to be handed over. Stakeholder partnership, capability transfer, and change management — they're how the work is done.