Clearsulting brings AI-powered clarity to finance transformation with enhanced finance insight toolkit
Clearsulting brings AI-powered clarity to finance transformation with enhanced finance insight toolkit
The firm’s elevated FIT offering helps CFOs move faster from uncertainty to action by using real activity data and AI-enabled diagnostics to identify inefficiencies, prioritize opportunities, and build transformation roadmaps with confidence.
Clearsulting, a global digital finance consulting firm that drives enterprise transformation by connecting technology, processes, and people, today announced the continued evolution of its Finance Insight Toolkit (FIT), a diagnostic offering designed to help CFOs and finance leaders quickly understand how work gets done, where teams lose time, and which changes can create the greatest business impact.
Originally introduced in 2022, FIT has been enhanced with AI-enabled analysis and proprietary analytics to give finance leaders a clearer, faster view of their current operations. Rather than relying primarily on interviews or assumptions, FIT uses real activity data to show how finance teams spend time across processes, roles, systems, and activities. The result is a practical fact base that helps leaders identify manual work, process friction, automation potential, and opportunities to improve performance.
Finance leaders are being asked to do more with less while also improving reporting, strengthening controls, supporting the business, and finding responsible ways to use AI. But without a clear view of where work is happening today, modernization efforts can stall, budgets can be spread too thin, and AI use cases can remain disconnected from real business needs. FIT helps leaders move from uncertainty to action by showing where improvement will matter most.
“Every CFO is hearing the same message: modernize faster, automate more, and find practical ways to use AI. The challenge I see in most of my conversations with business executives is identifying tangible business cases and expected return on investment.” said Andrew Bell, Head of Business Advisory at Clearsulting. “FIT helps finance leaders cut through the noise. It shows where teams are spending time, where manual effort is creating friction, and which opportunities are realistic enough to act on now. That gives leaders a fact base to align the business, prioritize investments, and move forward with confidence.”
FIT can support a range of finance priorities, including financial close improvement, reporting and analytics modernization, AI and automation opportunity identification, operating model redesign, finance systems optimization, shared services planning, process standardization, and business case development for larger transformation programs.
The diagnostic is designed to be fast and low disruption. In a typical engagement, FIT can deliver actionable insights in approximately four weeks. Finance participants complete a lightweight survey, while Clearsulting configures the approach, analyzes the data, builds dashboards and visualizations, and facilitates leadership discussions to align on the highest-priority opportunities.
Clients receive clear outputs that support decision-making, including a baseline of finance activity and effort, views of how work is distributed across roles and processes, analysis of manual and lower-value activities, AI-generated observations, prioritized improvement opportunities, executive-ready findings, and inputs for future transformation planning or business case development.
“Finance modernization has to start with clarity,” said David Courtade, President of North America at Clearsulting. “The value of FIT is that it helps clients find the right signals make better data-backed decisions earlier in the journey: what to fix, what to automate, where AI belongs, and how to sequence change. That practical approach is exactly how Clearsulting helps finance organizations turn technology investment into lasting business impact.”
The enhanced FIT offering expands Clearsulting’s Business Advisory capabilities and reinforces the firm’s role as a trusted advisor to CFOs and finance leaders navigating increasing complexity. By combining finance expertise, real operational data, and AI-enabled insight, Clearsulting helps clients identify where to focus, how to build alignment, and how to move forward with change that delivers measurable value.
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