AI & Advanced Automation

Breakthrough to AI and automation impact

Comprehensive AI and advanced automation solutions for ambitious companies
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Practical AI and automation that deliver results

AI Readiness and Adoption

  • AI readiness assessment and road map
  • AI education and training
  • Practical use case application
  • Technology evaluation
  • Agentic flow implementation (pilot, optimization)

Strategy and Design

  • Technology landscape assessment and roadmap
  • Future state technology design with a focus on process and controls
  • Project management including prioritization (bridge between functional and technical stakeholders)

Data Architecture

  • Data warehousing for finance and operations metrics
  • Data cleansing and migration
  • Data governance and security
  • Automated data reconciliations

Technology Implementation

  • End-to-end system integrations
  • Custom workflow and process automation
  • Post-GoLive maintenance and ongoing support
  • Analytics and Reporting

    • KPI definitions and application (industry best practice)
    • Real-time enhanced dashboarding and enhanced metrics
    • Generate data-driven insights enabling actions

    Re-imagine automation: tech, data, and processes optimized and orchestrated

    What our clients are saying

    Janine Korovesis

    VP Controller
    "OpenAI was changing fast, but I knew I didn't want to prematurely grow a really big internal team. I needed our financials to be sound and reliable, and something that I could speak with confidence about. So it was a no-brainer. Connor Group came in. Then they helped me set up an ERP within 90 days. I was very realistic about what I knew Connor Group could do for me—in short order—versus what I could do for myself."
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    Jessica Wijesekera

    Senior Vice President of Global Accounting
    "We’ve kept our Connor Group colleagues on board because they’ve given our team access to resources, finding the right answers five times faster; we even expanded their services into system implementations because they help us move more quickly."
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    Greg Ray

    Head of Business Systems
    “Connor Group has been a trusted partner of HubSpot over the years, most recently conducting a thorough health check and Opportunity to Cash (O2C) assessment to help us optimize for growth. They were able to easily understand our proprietary systems, identify growth inhibitors and distill improvements into actionable steps. Thanks to their insights, we've finalized build vs. buy decisions and aligned development priorities to better serve our customers. Connor Group isn’t just a consultant—they’re a true growth accelerator, enabling our vision of creating a world-class buying and billing experience."
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    Lily Fetterer

    Former Internal Audit Manager
    “Connor Group came to us when we were in a very dire situation. We were getting ready to execute our UAT in a few days and we did not have proper validation of the data that was being migrated. Connor Group jumped in and immediately made an impact; helping the teams with their data validation and explaining the process and the documentation required, so it was clear to follow."
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    Nancy Boling

    Former Director of Accounting
    “Connor Group helped us during an important transition time that was subsequent to a significant acquisition. Connor Group researched, analyzed and helped lead the implementation of a software system that improved processes by making them more automated and efficient. Connor Group team was invaluable and showed their commitment by being highly responsive and sensitive to our every need.”
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    Some clients we've helped break through

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    Break through the AI noise

    MIT reports that 95% of AI implementations fail. 84% of CFOs intend to implement but haven’t yet.* Both groups misunderstand AI’s practical potential. That’s why our clients succeed.

    Connor Group implements AI success

    AI Readiness
    Assessment

    (tech, data, and process audits)

    Practical use of
    AI and Agents

    (pilots, deployment, optimization)

    AI Governance Framework

    (roles, metrics, controls)

    Case Study

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    A global leader in pharmaceutical biotech research

    Background

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    Solution

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    Results

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    Testimonial

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    100%
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    High-return, low-risk AI use cases

    PO and vendor invoice processing

    Accruals

    Customer order management

    Flux analysis

    Research and memo writing

    Dynamic chat and automation monitoring

    Redefining what’s possible in finance, operations, and HCM

    Effective AI adoption with results,
    not buzzwords

    At Connor Group, we create a clear understanding of how we will deliver real value using AI. Count on us to answer all your questions, including some you may not ask.

    All-in-one technology, data,
    and finance expertise

    Our rare combination of finance and accounting subject matter expertise and deep tech knowledge creates effective solutions and launches without surprises.

    Advanced automation for full utilization
    of your tech stack

    We help you leverage the full power of your existing tech stack, all your data, and a single dashboard using AI and optimized, reimagined processes.

    World-class communication
    and project management

    If you’re worried that technology projects lead to scope creep, then working with Connor Group will be a pleasant surprise.

    Practical resources for AI and automation

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    AI & Advanced Automation

    Building Momentum: The State of AI in Finance and Accounting

    Connor Group’s latest AI Adoption Survey
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    AI & Advanced Automation

    Generative AI Governance Framework

    This is a powerful guide, designed to support responsible and controlled AI implementation
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    AI & Advanced Automation

    How things really work at OpenAI (from their VP of Finance)

    This episode of Breakthrough Work features Janine Korovesis, VP of Finance at OpenAI,

    AI & Advanced Automation leaders

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    Lauren Bowe

    Partner | Automation & Analytics Leader
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    Roxanne Brady

    Partner | National Digital Solutions Leader
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    Markham Bennett

    Partner | National Market Leader