FinanceFlo.ai is a specialist consulting firm focused on removing the constraints that prevent mid-market companies from scaling. We combine platform strategy, integrations, automation, and AI enhancements through the ADAPT Framework to transform finance, operations, and growth systems.
70% of AI projects fail because they automate the wrong things. We exist to ensure yours succeeds by diagnosing constraints first, optimising processes second, and applying AI only where it genuinely removes bottlenecks.
We diagnose before we prescribe. Every engagement starts with understanding where your business model breaks at scale.
We apply QDOAA before any automation. AI is a tool in the system, not the system itself.
When disagreements arise, we bring data — not opinions. Every recommendation is backed by numbers.
Your team helps design the solution. This builds ownership and creates 5x adoption rates.
Every engagement starts small and proves ROI before scaling. No multi-year contracts. No massive upfront commitments.
Full handoff with documentation. You're never locked in — but we stay embedded as your strategic partner.
Our team of platform strategists, integration architects, AI specialists, and business consultants work together to deliver transformational results for mid-market companies.
Founder & CEO
Systems transformation specialist and Fractional AI Officer with 20+ years of experience. Led 230+ platform and transformation programmes for mid-sized and multinational companies, achieving consistent 20%-30% annual growth. Expert in combining strategy, integration, automation, and AI for measurable business results.
Managing Director
Turning business challenges into success stories, Sandra leads our mission to make complex systems and transformation programmes actually work for businesses. With extensive experience in business transformation and strategic leadership, she ensures every engagement delivers measurable results and drives organizational growth.
CFO
Bringing strategic financial leadership and deep expertise in transformation, Matthew ensures that our connected systems, automation, and AI solutions deliver measurable financial results. As CFO, he combines extensive experience in financial management with modern technology to help businesses achieve sustainable growth and operational excellence.
Director of Operations
Driving operational excellence and strategic implementation across all business functions, Adam ensures seamless delivery of our transformation programmes. As Director of Operations, he combines operational expertise with technology innovation to optimise business processes, strengthen execution, and deliver exceptional client outcomes.
E-Commerce, Warehousing & Supply Chain Expert
Leading digital transformation and supply chain optimization initiatives, Shaun brings CEO-level expertise from Eazybranch and IngenuIT Software Solutions. With deep experience in e-commerce operations, warehousing management, and logistics technology, he helps businesses build resilient, scalable supply chains that drive competitive advantage and operational efficiency in the digital economy.
Solutions Advisor
Making sure every solution fits, Heike helps businesses find the right combination of platforms, integrations, automation, and AI to support growth. She specialises in understanding complex requirements and translating them into practical, commercially sound solution paths.
Content and Brand Manager
Crafting compelling narratives and building brand excellence, Brian ensures that FinanceFlo.ai's message resonates with decision-makers across all channels. As Content and Brand Manager, he combines strategic marketing expertise with deep understanding of connected systems, automation, and AI to create content that educates, engages, and converts.
Finance and Admin Manager
Ensuring operational excellence and financial integrity, Tanya manages the administrative backbone that supports our delivery team and client programmes. Her expertise in finance and administration ensures that our internal processes are as streamlined and efficient as the solutions we deliver to clients.
Transformation Project Manager
Leading successful transformation programmes from start to finish, Sheree brings methodical project management expertise to every implementation. She ensures that complex platform, integration, and automation deliveries land on time, within budget, and exceed client expectations through careful planning, risk management, and stakeholder coordination.
Senior Task Coordinator
Getting things done right, Liza ensures every implementation delivers real results with minimum hassle. As Senior Task Coordinator, she manages complex delivery programmes from conception to deployment, coordinating cross-functional teams and maintaining project timelines to support seamless transformation.
Solutions Advisor
Connecting businesses with transformational solutions, Riaan brings deep technical knowledge and commercial expertise to help organisations understand the true potential of connected systems, automation, and AI. He specialises in consultative selling, ensuring clients receive solutions aligned to their business objectives.
Platform Consultant
Delivering expert platform guidance and implementation support, Ntiyiso combines technical expertise with business acumen to help organisations maximise their systems investments. His consulting approach focuses on understanding unique business processes and configuring solutions that drive operational excellence and competitive advantage.
Platform Consultant
Providing specialised platform consulting services, Tebogo helps businesses navigate complex implementations and optimisations. With a focus on user adoption and process improvement, he ensures that solutions not only meet technical requirements but also drive meaningful business transformation and user satisfaction.
Assistant Task Coordinator
Founded FinanceFlo to help mid-market companies modernise core systems, reporting, and operating workflows
Expanded into AI-enhanced automation and operational intelligence, developing the QDOAA framework
Launched the ADAPT Framework for structured business transformation
Introduced FloSynq iPaaS and expanded platform work across ERP, CRM, and integration-led transformations
Launched LeverageFlo.ai marketing automation and expanded cross-functional growth solutions