AI Consulting & Advisory

Adopt AI
with confidence.

Zero Silos helps midsize organizations (for-profit, nonprofit, and government) choose the right AI tools and train their teams to use them well. We follow the entire AI landscape so you do not have to, and we turn it into clear, practical guidance you can act on.

Claude Partner Network member OpenAI Select Partner
I · What We Do

Six ways we help
you put AI to work.

AI rarely stalls on the technology. It stalls in the silos: scattered data, disconnected tools, teams left to figure it out alone. We close those first. Then, as one focused team keeping pace with a fast-moving field, we turn it into clear guidance, the right tools for your workflows, and training that helps your people actually use them.

AI Readiness

A company is only as ready as its data. Before any tool or automation, we assess where your data lives, how it is organized, and how accessible it is to AI. If your information is scattered across disconnected systems, we give you a clear plan to consolidate it into one or two accessible places, so you have a foundation AI can actually work with. We make sure midsize organizations are genuinely ready before they invest.

AI Advisory

The AI landscape changes every week. We study and test the new tools as they are released, track what is actually working, and translate it into plain guidance for your team. You get clarity instead of noise.

Tool Selection

We build on Claude by default for the work that demands the most care, where our depth runs deepest, and we stay genuinely independent, recommending the AI tools that fit your needs, workflows, and constraints, with an honest view of where each helps.

Team Training & Enablement

Adopting a tool is not the same as getting value from it. We provide hands-on training that helps your people use AI effectively in their day-to-day work, so the investment pays off in practice, not just on paper.

Ongoing Support

Our work does not end at handover. Once your systems and tools are in place, we remain available for ongoing support as needed, from troubleshooting and tuning to training new staff and advising as your needs change. You implement once and have a partner you can call.

Fractional

Fractional CFO

Led by former corporate CFOs and senior executives. Built for companies that have outgrown a bookkeeper but are not ready for a full-time CFO. The close runs on supervised AI.

See how it works →
II · AI Tools We Advise On

The landscape,
followed for you.

Zero Silos keeps a constant read on the AI market so our clients can skip the noise. We study and test the major tools as they evolve, then recommend the right combination for each organization's ecosystem, data sensitivity, and team readiness. We lead with Claude for the work that matters most, while staying genuinely independent about the rest.

AI Tool / Platform Best For When We Recommend It
ClaudeAnthropic
Best forSerious writing, analysis, long documents, and coding. Produces well-structured output that needs less editing.
When we recommend itThinking-heavy work, drafting, research, and policy or technical documents.
ChatGPTOpenAI
Best forBroad, all-purpose daily use. The most widely adopted and familiar assistant.
When we recommend itWhen a mixed team wants one capable tool for everyday tasks.
Google Gemini
Best forStrong assistant inside Gmail, Docs, and Sheets; capable at images and coding.
When we recommend itClients who live in Google Workspace.
Azure OpenAI / AWS Bedrock
Best forCustom AI built on the client's own data, with security and governance built in.
When we recommend itRegulated clients needing control over data, including government and compliance-heavy organizations.
ZapierWith AI
Best forConnects thousands of apps and automates multi-step workflows.
When we recommend itThe practical entry point for automating a manual process without custom development.
n8n
Best forSelf-hostable automation alternative to Zapier.
When we recommend itClients with data-privacy or on-premise requirements.
Meeting AIsuch as Fireflies
Best forRecords, transcribes, and extracts action items from meetings.
When we recommend itAn easy, high-visibility first win that builds team confidence with AI.
HubSpot AI
Best forAI across CRM, sales, and marketing.
When we recommend itFor-profit clients focused on revenue and growth operations.
Project AIsuch as ClickUp Brain
Best forFlags risks, assigns work, and keeps timelines on track.
When we recommend itOperations teams managing capacity and delivery.

The strongest organizations do not pick one tool. Most run two or three together, matched to the job. Our value is helping you choose the right combination, then training your team to use it well. For regulated clients, where data is processed matters as much as which model is used, so we lead with governed, enterprise-grade platforms rather than consumer apps.

The right tool isn't the newest one. It's the one your team will actually use, on data you can trust.
III · Client Outcomes

Selected work,
in production.

AI is only as good as the data beneath it. Before we advise on AI, we make the foundation trustworthy. A small sample, anonymized under NDA at our clients' request.

Federal · Network operations NETWORK OPERATIONS CENTER
WASHINGTON, DC · 2026

Kept a federal network ahead of hardware failures: telemetry monitoring and triage that turn 2 a.m. emergency repairs into scheduled maintenance windows.

$750K
Annualized cost avoided · after-hours repairs
Corporate · Asset management INSTITUTIONAL ASSET MANAGER
MCLEAN, VA · 2025

Automated cash and position reconciliation across prime brokers and counterparties, tightening settlement and wire workflows.

$100M+
Daily volume reconciled
IV · Fractional CFO

Where you are,
and where you could be.

There is a point in every growing company where instinct stops being enough. Revenue is climbing, the team is bigger, the decisions carry real consequences, and the numbers still arrive too late and too rough to lean on. That is what a CFO is for, and this practice is led by people who have held the job: senior executives and CFOs out of the corporate world, now working with small and midsize firms at the stage where it counts most. We step in as your CFO, get the books in order and the reporting on time, and tell you honestly where the business stands and what it is capable of next. Once a leadership team can see that clearly, the hard decisions get a lot less hard.

What sits underneath is not a traditional back office. Supervised AI takes the work that eats a controller's month: reconciliations matched automatically with a person reviewing the exceptions, transactions that break the pattern surfacing before the close rather than during the audit, variance commentary already drafted. Every step leaves a record, and nothing reaches you or your board until a person has signed it. It is the same approach behind our work for an institutional asset manager reconciling $100M+ in daily volume. Most of the finance work we take on is the CFO seat itself. We keep the books alongside it for organizations that need that too.

Book a consultation →

As your CFO

Built around the decisions in front of you, with the routine work automated and reviewed rather than retyped.

  • Reporting shaped around the calls you have to make
  • Cash flow forecasting, with scenarios you can re-run in an afternoon
  • Board and lender reporting packages
  • Budget, forecast, and plain-language variance commentary
  • Margin and pricing analysis
  • The handful of numbers your leadership team should watch weekly

Bookkeeping, where you need it

For organizations that need the day-to-day handled alongside the CFO engagement.

  • Monthly reconciliations
  • Month-end close reports
  • Audit preparation
  • Cleaning up books that have drifted
  • Cash flow analysis

How we usually start.

We come in and assess where you are and what you, as the CEO, need to see. From that assessment we identify the handful of things that matter most for your business and build the reporting around them, tailored so it is useful to you and to your board.

Assessment

The First Look

Two or three weeks getting to know your business and your numbers. How the close runs, where the figures come from, what is still done by hand, and what nobody has had time to fix. You get our written read either way.

Fixed fee
Two to three weeks
Retainer

Fractional CFO

The core of this practice. We take the CFO seat, build reporting around the decisions you are facing, keep a forecast you can plan against, and run the close on supervised automation so it lands on a date you can count on.

Monthly retainer
Scoped to your business
Retainer

Bookkeeping and Close

The whole cycle, off your desk: reconciliations, month-end close, and books you do not have to second-guess.

Monthly retainer
Scoped to your business
Project

One Job, Finished

A single piece of work with an end date. Audit prep, a board pack built from scratch, a year of drifted books brought back, or a move off spreadsheets.

Fixed fee
Scoped up front

A clean audit is the goal. Our main aim is to give CEOs the clarity and guidance to get there: books that hold up, reporting that reconciles, and the answers ready before anyone asks for them. We prepare the work; your CPA firm performs the audit.

V · The Firm

A small group,
by design.

A senior, partner-led team that built and ran these systems before advising on them, grounded in real experience, not theory. You work directly with that senior team, whose backgrounds span federal and enterprise finance-systems modernization, AI architecture and engineering, and audit-ready operations. The common thread across that work is simple: clear the silos, so an organization's data, tools, and people finally pull in one direction. AI consulting is the whole job, so we stay current as the field shifts. We take on a deliberately small number of engagements at a time. We are not the largest firm in the room, and we are not trying to be. We are the firm you call when the work has to be done precisely, by people who have done it before.

Production AI on Claude

We design, build, and supervise production AI systems on Claude, from first workflow to operator hand-off.

Enterprise Implementation

Decades of experience across AI architecture and engineering, IT development, and finance systems in complex organizations.

Finance & Operations

Audit-ready operations, reporting, and reconciliation experience that grounds our advice in how the work really runs.

Independent & Tool-Agnostic

We recommend what fits your needs, not what we are paid to sell.

Claude Partner Network member OpenAI Select Partner
Claude Partner Network · OpenAI Select Partner

Zero Silos is a member of Anthropic's Claude Partner Network and an OpenAI Select Partner in the OpenAI Partner Network, drawing on both partner programs' training resources as they become available. Working across both ecosystems keeps our advice independent.

VI · Insights

Working notes
from the firm.

Short memos on what we are learning in production. Plain language, for operators and leaders.

Memo 01 · Strategy

How we help you choose AI you can own.

Our principles for recommending AI that is simple enough to fit the problem, transparent enough to trust, and yours to keep, without locking you to a single vendor.

Read the memo →
Memo 02 · Enablement

Why your team still isn't using the AI you bought.

Why teams stop using the AI they paid for, and what actually turns access into a habit that sticks past the first month.

Read the memo →
Memo 03 · Operations

The quiet end of the back-office hiring curve.

What happens to the headcount plan when work stops scaling with volume, and what that means for teams that cannot simply hire their way out.

Read the memo →
Memo 04 · Risk

Supervision is the product.

Why the most consequential choice in any AI system is not the model, but how and when human judgment is invited back in.

Read the memo →
Memo 05 · Leadership

What we tell leaders about AI investment.

A short framework for telling structural investment apart from fashion spend, for any organization deciding where to put its first AI dollars.

Read the memo →
VII · Press

Announcements
from the firm.

Zero Silos works across more than one AI ecosystem by design. That is what lets us tell a client plainly which tool fits which job, instead of selling one vendor's roadmap.

2026-07-29 · Partnerships

Zero Silos Named an OpenAI Select Partner

Zero Silos has been named an OpenAI Select Partner within the OpenAI Partner Network, adding OpenAI's enablement and technical resources to the delivery practice our clients already rely on.

Read the release →
2026-07-15 · Partnerships

Zero Silos Joins Anthropic's Claude Partner Network

Zero Silos has joined Anthropic's Claude Partner Network, building on Anthropic's current Claude models for client work and drawing on the network's partner material for its AI for Your Team training program as it becomes available.

Read the release →

Media inquiries, interviews, or background: info@zerosilos.ai. Zero Silos logos and brand artwork are available on request; Anthropic and OpenAI brand assets come from those companies. Client names are not disclosed, and engagement details are shared only as the client has approved.

Anthropic, Claude, OpenAI, and their respective product and program names are trademarks of their owners. Zero Silos is an independent firm; nothing here is an endorsement by Anthropic or OpenAI.

The Zero Silos channel

The work, narrated.

We run a channel where we talk about how we implement AI, how we choose the right AI for different companies, and what tools are out there. We keep ourselves up to date so you don't have to. Just practical guidance from the work we do.

Now live

Claude for Government, and why it matters to you.

Now liveWatch on YouTube ↗
Now live

Everything you need to know about the top 3 LLMs in 3 minutes.

Now liveWatch on YouTube ↗
Now live

OpenAI says its AI went rogue and hacked a start-up.

Now liveWatch on YouTube ↗
Coming soon

Getting AI-ready: putting your data where AI can use it.

UpcomingFall 2026
Coming soon

Choosing the right AI tool, and when to say no.

UpcomingFall 2026
Coming soon

Supervision is the product: designing the human in the loop.

UpcomingFall 2026
Coming soon

What we tell leaders about AI investment, and what we don't.

UpcomingFall 2026

Ready to make AI work
for your organization?

Now taking on new engagements
Book a call → info@zerosilos.ai ↗