Data and Al
Finance leaders are under pressure to do more than report the past-they're expected to predict, influence, and accelerate the future. Emerytus Advisors' Data and Al practice empowers middle market companies to unlock insights and create enterprise value by structuring the right data, surfacing the right signals, and enabling smarter decisions through intelligent tools.
We help CFOs and finance teams modernize their data infrastructure, build robust dashboards and analytics, and explore targeted Al use cases-from close automation to forecasting acceleration and anomaly detection. Our approach blends technical capability with deep finance fluency to ensure data initiatives actually support business outcomes-not just dashboards.
With Emerytus, data isn't an afterthought-it's an asset. And Al isn't a buzzword-it's a competitive edge.
"The greatest value of a picture is when it forces us to notice what we never expected to see." - John Tukey
Common challenges
- Finance and Operational data infrastructure readiness
- Data pipeline design and integration
- Dashboard and KPI reporting automation
- Forecasting, anomaly detection, and Al-enriched analytics
- Close acceleration through task automation
- Finance team enablement and Al strategy alignment
Ways we can help
- Finance-focused dashboards
- ETL pipelines and data model design
- Al-assisted forecasting and scenario models
- Automation scripts for recurring close and reporting tasks
- Data quality assessments and remediation plans
- Strategic Al use case roadmaps and ROI analysis