AI in Finance Advisory

Help Your Finance Function Implement AI That Actually Delivers

Finance leaders face enormous pressure to implement AI—but 95% see no measurable P&L impact. I help CFOs cut through fragmented advice with Cross-Firm Analysis: frameworks synthesised from 90+ studies and the world’s leading consulting firms.

Take the AI Readiness Assessment
90+
Elite sources analysed
7
Top-tier firms studied
25
Years in finance leadership
Leonard Schokker

Leonard Schokker

Founder & AI in Finance Advisor

Former member MT Individual Life at Athora Netherlands. At a.s.r. asset management I led monthly investment reporting for a €105B portfolio, presenting insights to the investment committee, directly influencing portfolio rebalancing and liquidity strategy. Now I help CFOs implement AI with the rigour finance demands.

Audit-ready AI frameworks
Cross-firm synthesised methodology
Moderator & speaker, Insurance Investor Live Benelux
MIT: 95% of firms get no AI P&L impact
BCG: Only 10% median AI ROI vs 20% targets
HBR: Back-end AI produces the highest ROI
Gartner: Most failures are foundation, not technology
The Problem

Why Most Finance AI Investments Don’t Deliver

Research from the world’s leading institutions consistently shows the same pattern—and points to the same solution.

MIT Research
95%
of organisations get no measurable P&L impact from AI investments
Systematic frameworks address the root causes of implementation failure
BCG Analysis
10%
median AI ROI vs the 20% targets set across industries—a persistent gap
Cross-firm analysis reveals what actually works across leading firms
Gartner 2025
88%
of CFOs still in early stages of AI implementation despite strong intent
Knowing exactly where to start—and in what order—is the real differentiator
How I Can Help

Advisory Services for Finance Leaders

Structured engagement models designed to take you from AI readiness diagnosis to full implementation support.

Starting Point

AI Readiness Assessment

Fixed fee · 4–6 weeks
A structured diagnostic of your finance function’s AI readiness, governance gaps, and highest-value implementation opportunities.
  • Stakeholder interviews across finance leadership
  • Process mapping against proven AI frameworks
  • Governance gap analysis
  • Written report with prioritised use case recommendations
  • Executive readout session
Start with the Assessment
Most Popular Path

Implementation Advisory Retainer

Ongoing · Follows the Assessment
Hands-on advisory support as you move from recommendations to live AI implementation—with the governance that regulated finance demands.
  • Monthly structured advisory sessions
  • Implementation accountability & review
  • Governance & audit-readiness guidance
  • Access to Cross-Firm Analysis frameworks
  • Direct access to Leonard for escalations
Start with the Assessment
Coming 2026

Self-Serve Course

Self-paced · Launching later in 2026
A structured self-paced programme for finance professionals who want to build their AI implementation capability independently.
  • Cross-firm frameworks distilled into modules
  • Use-case selection methodology
  • ROI measurement templates
  • Governance & audit readiness checklists
  • Community access
Join the Waitlist
Free Diagnostic Tool

Is Your Finance AI Ready for Audit?

Take the 5-minute assessment to discover exactly where your finance function stands—and what to fix first. You’ll receive a personalised scorecard with prioritised recommendations.

Featured Training

Match Process and Technology

One of the most common—and costly—mistakes in finance AI implementation is selecting the wrong type of technology for the task. This clip explains the deterministic vs probabilistic distinction and how to apply it in practice.

What You’ll Learn

  • Why most AI tool selections fail from day one
  • Deterministic vs probabilistic process categories
  • How to match technology type to task type
  • Practical examples from the finance function

About This Training

Filmed at a recent finance leadership event. Part of the broader AI implementation methodology taught in Leonard’s advisory practice.

Want the Full Framework?

Book a Discovery Call
Leonard Schokker – Founder, QuipuCFO
25
Years in
Finance
About Leonard Schokker

Finance Discipline Meets AI Rigour

After 25 years in insurance and finance leadership—including serving as MT member at Athora Netherlands and leading a €658M capital forecasting model at a.s.r. asset management bridging IFRS 17 and Solvency II—I transitioned to independent consulting to apply systematic analysis across multiple domains.

Following an inspiring trip to Peru, I discovered Quipu—the Incan system for recording complex information using knotted strings. Just as the Incas organised complexity through structured methodology, I help finance leaders cut through the noise of fragmented AI advice.

I developed Cross-Firm Analysis: a methodology that synthesises insights from 90+ academic studies and consulting methodologies from McKinsey, BCG, Bain, and the Big 4—revealing what actually works when the best approaches are combined rather than followed in isolation.

MT Member, Athora Netherlands Individual Life
€658M capital forecasting model at a.s.r. asset management (IFRS 17 & Solvency II)
AI-augmented strategic analysis for executives
Moderator & speaker, Insurance Investor Live Benelux
Cross-industry transformation experience
90+ elite sources synthesised
Connect on LinkedIn
Coming Q2 2026

The CFO AI Playbook

The first practitioner-grade guide to implementing AI in finance functions—built from Cross-Firm Analysis of 90+ studies and the world’s leading consulting methodologies.

  • Proven AI implementation frameworks for finance leaders
  • Use-case selection methodology with ROI benchmarks
  • Governance and audit-readiness templates
  • What McKinsey, BCG, Bain & Big 4 actually do right—synthesised
  • Step-by-step transformation roadmap for CFOs
Launching Q2 2026
The CFO AI Playbook

Why Trust Is Architecture

Research-Backed Frameworks for Audit-Ready AI
📚
By Leonard Schokker
Founder, QuipuCFO
The Methodology

The Cross-Firm Analysis Advantage

Instead of betting €2M on one firm’s approach, get proven strategies from McKinsey, BCG, Bain, and the Big 4 combined—synthesised into frameworks you can actually implement.

1

Diagnose Before You Invest

Most firms jump to technology selection before understanding their readiness. Our assessment maps your current state across data quality, governance, people capability, and process maturity—giving you a clear baseline before committing budget.

2

Select the Right Use Cases

Cross-Firm Analysis reveals which AI applications consistently deliver ROI in finance functions—and which are traps. We prioritise your use cases by value, feasibility, and audit-readiness so you start where success is most likely.

3

Implement With Governance

Finance AI must be explainable, controlled, and audit-ready. Every implementation recommendation includes the governance scaffolding that regulators and auditors require—built in from the start, not retrofitted at the end.

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