Useful, Safe & Practical
AI for Finance

for Professional Services, Finance, and Operations

Who We Help

What We Offer

Opportunity
Assessment

Opportunity Assessment

We help you identify where AI can deliver real value in your organization today.
Through a structured assessment and tailored workshop, we clarify priorities, risks, and next steps.

Enablement &
Governance

Enablement & Governance

We support practical AI adoption across teams.
This includes hands-on enablement, workflow support, and governance guidance to ensure AI is used safely and responsibly.

AI Champion as
a Service

AI Champion as a Service

We provide ongoing AI support for teams that need continuity without hiring internally.
This includes advisory support, training refreshers, and light automation guidance as your needs evolve.

AI Training &
Workshops

Opportunity Assessment

We help you identify where AI can deliver real value in your organization today.
Through a structured assessment and tailored workshop, we clarify priorities, risks, and next steps.

Enablement &
Governance

Enablement & Governance

We support practical AI adoption across teams.
This includes hands-on enablement, workflow support, and governance guidance to ensure AI is used safely and responsibly.

AI Champion as
a Service

AI Champion as a Service

We provide ongoing AI support for teams that need continuity without hiring internally.
This includes advisory support, training refreshers, and light automation guidance as your needs evolve.

Why
Balanced AI

Resources

Blog 3

Blog 3

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Blog 2

Blog 2

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Blog 1

Blog 1

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About Us

Balanced AI helps professional services firms and finance and operations teams adopt AI in a way that is useful, safe, and practical.

We work with organizations that feel pressure to “do something with AI,” but want a clear, responsible approach grounded in real workflows, data, and risk considerations.

Founded by a CFO with deep experience in finance leadership and AI implementation, Balanced AI brings structure to AI adoption. We help teams identify where AI can create real value, put the right guardrails in place, and support adoption over time so AI improves how work gets done rather than creating new complexity.