FP&A Advisory · AI Automation · Platform Implementation
Hall of Frey helps finance leaders plan with clarity, automate with confidence, and choose the right platforms — combining deep CPA & FP&A expertise with practical AI capability.
We sit at the intersection of financial planning know-how and intelligent automation — helping finance teams plan better, work faster, and choose the right tools.
Budgeting, forecasting, scenario modelling, P&L and cash flow planning, and management reporting — built by someone who's done it, not just talked about it.
We identify the repetitive finance tasks eating your team's time — then design and implement AI-powered workflows that actually work in practice.
Not sure if you need Jedox, Power BI, or something else? We help you evaluate, select, and implement the right planning platform for your stage and budget.
We design and build the financial models, reports, and dashboards your team needs — using Excel, Power BI, or cloud platforms. No overengineered solutions. Just clear, reliable planning that connects to how your business actually works.
Most finance teams spend 60–80% of their time on manual data handling. We find those bottlenecks and build practical AI workflows — not science projects — that free your team for work that actually requires a human brain.
Enterprise platforms like Jedox, Anaplan, and Adaptive are powerful — but they're not right for everyone. We help you evaluate what you actually need, avoid overspending, and implement the solution that fits your team's size, maturity, and budget.
You'll always know where we are, what's next, and what it'll cost before we move forward.
We listen to what's working, what's not, and where you want to get to — no obligation.
We assess your current processes and tools, then propose a clear, costed plan of action.
Hands-on execution — models, automations, platform setup, and process improvements.
Your team owns and maintains everything — with documentation and optional ongoing support.
That's exactly what the discovery call is for. Whether you're drowning in spreadsheets, curious about AI automation, or evaluating planning platforms — a 30-minute conversation costs nothing and usually saves months.
30 minutes, no obligation — we listen first, advise second
Honest assessment — we'll tell you if you don't need us
Clear next steps — a plain-language summary of options and costs