Finance consulting services

Transform finance with AI-driven efficiency, integration and compliance to enhance growth 

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Unlock productivity and growth with AI-driven finance transformation

IBM offers end-to-end finance consulting services with watsonx® and our system of partners to help leaders transform their finance operations with artificial intelligence, automation and lead growth inside their organizations. Our client-centric approach and deep expertise delivered by our finance consultants help leaders reimagine, streamline and optimize essential workflows.

We transform how work gets done by leveraging intelligent workflows for finance, IBM Consulting® Dynamic Delivery Framework, AI agents and assistants and our agile workforce. We bring together functional process expertise, technologies and specialized services born in years of experience to accelerate finance digital transformation.

These processes deliver value creation and enable ongoing innovation to serve your business. With trust and governance built into our approach, we help you confidently scale AI across your business, delivering cost savings to the bottom line while contributing to top-line growth.

Capabilities

Intelligent finance operations

AI-driven Intelligent Finance Operations (IFO) helps deliver demonstrable outcomes across financial planning and analysis, procure to pay, order to cash and record to report. Our AI assistants and agents help improve employee productivity, customer outcomes and modernize key operations.

Reimagine your finance operations
Finance automation

Our finance consultants create more intelligent and optimized workflows to boost efficiency, harness data, enhance systems and leverage leading technologies. Understanding past practices and current employee needs, we help build a stronger future.

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Data and analytics

IBM Consulting aligns business and technology leaders with a modern data and AI strategy. Unlock insights and deploy AI assistants where they have the most impact, supported by strong governance to ensure clean, trusted data.

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AI in finance

Technology is the core of who we are. We help finance leaders accelerate growth, control costs and risks and elevate stakeholder experiences. Our consultants combine human and machine talent with data-driven insights for faster decision-making.

Reimagine finance with AI
IBM TruQua services

TruQua®, an IBM Company, is a strategic finance transformation service provider helping business globally create a more value-driven finance organization, delivering modern finance solutions to Fortune 500 companies.

Learn more about TruQua
IBM Promontory

IBM Promontory® helps clients achieve their goals through designing and implementing strategic initiatives, managing regulatory, operational and financial risks and performing key function.

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AI solution for finance

Transform financial planning with AI-driven insights that automate budgeting, forecasting and reporting, empowering your teams to make faster, smarter decisions and drive sustainable growth.

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IBM Planning Analytics

IBM Planning Analytics helps you unify your business planning in one governed platform, infused with AI guidance. Eliminate manual models, spot risks sooner and make decisions that keep your numbers ahead of the trends.

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Use cases

AI: CFO’s shortcut to growth and productivity

IBM Consulting and Riyadh Air—AI productivity and automation might not seem like CFO priorities, but they are key to efficiency and strategic focus.

Equally important is freeing up time to focus more on strategic, high-value activities that help in business transformation.

Streamlining financial operations with AI

Finance teams can streamline their journal entry process leveraging AI-driven automation to reduce cycle time by up to 80%. This approach can also cut errors by 10% and improve data validation accuracy by 50%.

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CFO playbook: How CFOs are leveraging AI

Organizations are making bold bets on AI for the long term, with 89% planning to increase or maintain their AI investments in 2025, CFOs are driving real business impact. Explore the importance of integrating technology, and the challenges organizations face in adopting AI.

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Elevate your bank’s finance function with AI and automation

In financial institutions, finance functions can use generative AI to automate workflows and manual tasks. This process allows finance, governance and compliance professionals more time to focus on strategic initiatives that drive value and better manage risk.

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Turbocharge business performance through AI and automation in your telco

For CFOs in the telco industry, embedding AI across company workflows can improve operational efficiency, financial accuracy and strategic decision-making, ultimately driving business performance and competitive advantage.

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Strategic finance leader

According to research from the IBM IBV, 75% of business leaders surveyed believe that competitive advantage will depend on whom has the most advanced generative AI. Discover how finance transformation through AI propels business value.

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Case studies
Les Mills logo
Boost efficiency and automation through ERP transformation

Les Mills and IBM modernized finance with Microsoft Dynamic 365, cutting costs, boosting automation and driving global efficiency.

Boost month-end efficiency 50%
IBM logo
Transform team productivity with ease

Discover how IBM helps finance teams automate journal entries with watsonx Orchestrate® to drive fast, accurate outcomes.

Cut cycle time by 90% today
SAP logo
Enable finance transformation with SAP

Modernize SAP environments to enable scalable transformation delivering seamless, SAP-enabled finance transformation in the cloud.

Cut data volume 44% fast
Gartner, Magic Quadrant for Finance Transformation Strategy Consulting report
IBM has been named a Leader in the 2025 Magic Quadrant™ for Finance Transformation Strategy Consulting.
Read full report

Insights

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CFOs meet generative AI
Explore the latest trends and challenges that finance leaders are facing, particularly around generative AI.
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Rethink finance workflows with AI
Generative AI can transform finance by enhancing accuracy and productivity, enabling CFOs to drive growth through better efficiency and cash flow.
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Maximizing AI’s potential
Monica Proothi, IBM Finance Transformation leading expert explains how you can lead meaningful transformation with AI when finance is pulled in every direction.
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Rethink, then automate: Building future-ready finance operations
Listen to the webinar to better understand how to navigate digital transformation, leverage new technologies, access real-time data and avoid the common pitfalls of automation

Meet our experts

Monica Proothi

Vice President & Senior Partner Leader of the Global Finance Transformation practice within IBM Consulting. Monica has 20 years of experience in finance transformation, split between consulting and industry roles, with a reputation for optimizing finance operating models to drive hypergrowth.

View Monica Proothi’s profile
Lauren Davis

Lauren is an Associate Partner in the IBM Global Finance Transformation Center of Competency Lead. She helps clients define and implement data strategies as the foundation to enable the transformation of the finance function, drive innovation and unlock long-term business value.

View Lauren Davis’ profile 

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Business process outsourcing

Experience-led-co-creation that drives business value quickly, modernizes essential business processes and helps you deploy enterprise-wide AI strategies.

AI governance consulting

Industry and domain expertise to work with clients to establish the right guardrails and to ensure that AI is built responsibly.

Next steps

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