FOR INVESTING, FINANCE & ACCOUNTING TEAMS
Better workflows. A more capable team.
We build AI-assisted workflows, connect scattered business data, and teach your people to run and improve what we build. Start with a recurring piece of work. Leave with a process your team can use, check, and maintain.
We build AI-assisted workflows, connect scattered business data, and teach your people to run and improve what we build. Start with a recurring piece of work. Leave with a process your team can use, check, and maintain.
FOR INVESTING, FINANCE & ACCOUNTING TEAMS
Better workflows. A more capable team.
We build AI-assisted workflows, connect scattered business data, and teach your people to run and improve what we build. Start with a recurring piece of work. Leave with a process your team can use, check, and maintain.
Three ways we help your team
Turn investment research, financial models, and recurring document work into repeatable processes, with visible sources and review checks.
Connect business records, reports, and research in one usable data foundation, with clear access rules and reliable refresh checks.
Build practical AI skills using your team’s own files and responsibilities. Train internal champions and strengthen judgment through hands-on practice.
Built with your people. Designed for daily use.
Human-Centered Delivery
We work alongside your people, using the tools, files, and processes they know. Together, we build human-centered applications of AI that strengthen their judgment, expand their capabilities, and help them take on higher-value work.
Hands-on work embedded in your team's daily operations
People-first approach — engage, don't replace
Every engagement built around the humans doing the work
Champion-driven adoption
Built on your work
Vendor-agnostic
Measured value, practical upkeep
Human-Centered Delivery
Champion-driven adoption
Built on your work
Vendor-agnostic
Measured value, practical upkeep
Human-Centered Delivery
Champion-driven adoption
Built on your work
Vendor-agnostic
Measured value, practical upkeep
6,000+
In a Single Tool Rollout
6,000+
In a Single Tool Rollout
250+
Largest Simultaneous Training
250+
Largest Simultaneous Training
8,000+
Professionals enabled to use Generative AI weekly
8,000+
Professionals enabled to use Generative AI weekly
90%+
Weekly Engagement in Enabled Teams
90%+
Weekly Engagement in Enabled Teams
Rivers Cornelson
Rivers Cornelson
Rivers brings experience leading enterprise AI adoption, administering AI tools, managing governance, and building workflows for finance and professional services teams.
Rivers brings experience leading enterprise AI adoption, administering AI tools, managing governance, and building workflows for finance and professional services teams.
Rivers brings experience leading enterprise AI adoption, administering AI tools, managing governance, and building workflows for finance and professional services teams.
Sam Chronert
Sam Chronert
Delivery Partner. Sam brings operational leadership and data engineering experience, including building pipelines and dashboards for daily decisions.
Delivery Partner. Sam brings operational leadership and data engineering experience, including building pipelines and dashboards for daily decisions.
Delivery Partner. Sam brings operational leadership and data engineering experience, including building pipelines and dashboards for daily decisions.
Testimonials
What Leaders Say
Rivers has been a phenomenal change leader for the rollout of ChatGPT. He makes new technology feel accessible, meets people where they are, and conveys energy and enthusiasm. I can't think of a better person for this role!
Director of HR
Rivers has been a phenomenal change leader for the rollout of ChatGPT. He makes new technology feel accessible, meets people where they are, and conveys energy and enthusiasm. I can't think of a better person for this role!
Director of HR
Rivers has been a phenomenal change leader for the rollout of ChatGPT. He makes new technology feel accessible, meets people where they are, and conveys energy and enthusiasm. I can't think of a better person for this role!
Director of HR
Before we begin
Where should we start?
What is included in workflow or warehouse scope?
Can you work with our existing tools?
How do people maintain judgment and oversight?
What happens after handoff?
Before we begin
Where should we start?
What is included in workflow or warehouse scope?
Can you work with our existing tools?
How do people maintain judgment and oversight?
What happens after handoff?
Before we begin
Where should we start?
What is included in workflow or warehouse scope?
Can you work with our existing tools?
How do people maintain judgment and oversight?
What happens after handoff?