Artificial Intelligence Services

AI, built around
your business
by experts you trust.

AI offers plenty of possibilities, but not every opportunity is worth pursuing. Techfino brings the strategy, expertise, and hands-on support to make AI work for your business.

1,000+NetSuite Projects
95%Client Retention
SOC 2Type II Certified
The Reality of AI Adoption

AI has potential. Turning it into business value takes an intentional plan.

AI tools are already finding their way into everyday work. Teams are experimenting, new solutions are being introduced, and leadership is being asked to make investment decisions.

But without a shared strategy, it's hard to know what's working, what's worth scaling, and where the risks are.

01.
AI Strategy

Too many tools, no clear direction.

Different teams are experimenting with AI, but there's no shared understanding of which problems it should solve or how success will be measured.

02.
AI Security & Governance

More access, more questions.

As AI becomes part of everyday workflows, businesses need clear answers about data security, access, governance, and who's responsible for reviewing the results.

03.
AI Systems & Processes

Promising pilots, little progress.

An AI demo might look impressive. Making it work reliably within your business requires the right systems, processes, and people.

Where We Help

AI within NetSuite. AI across your business.

Your AI opportunities aren't limited to one platform. We help you identify where AI makes sense, whether that's improving how you use NetSuite or introducing new capabilities across your organization.

Path 01

AI Within NetSuite

Get more from the systems you already rely on.

We help you evaluate and implement AI capabilities connected to NetSuite, including NetSuite Next, workflow automation, reporting, and integrations that make business information easier to access and act on.

Path 02

AI Beyond NetSuite

Put AI to work across your business.

From developing a 1–3 year AI strategy roadmap to configuring large language models (LLMs), employee training, governance, custom solutions, and ongoing support, we help you bring AI into the workflows where it can make a difference.

Our AI Services

Four connected capabilities, one approach to AI adoption.

01.

AI Vision, Strategy & Training

Know where AI fits. Prepare your people to use it.

We help you assess your organization's AI readiness, identify high-value use cases, and develop a strategy aligned with your business priorities.

Through practical, role-specific workshops, we help leadership, finance, IT, and operational teams understand AI's capabilities, recognize its limitations, and apply it to their everyday work.

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02.

LLM Setup, Administration & Security

Give your teams the right tools, with the right controls.

Choosing an AI model is only the beginning. We help you configure and manage LLM environments, establish appropriate security and access controls, and connect AI capabilities to your existing business systems.

That includes evaluating how AI interacts with enterprise data and supporting NetSuite integrations where appropriate.

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03.

AI Governance & Implementation

Turn AI plans into processes your business can rely on.

We help you establish policies for responsible AI use, design practical solutions, and implement AI-enabled workflows that address real business challenges.

From solution architecture to ongoing support, we help you put AI into practice and keep it working as your needs evolve.

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04.

Dashboards & Business Intelligence

Less time gathering data. More time making decisions.

Your business generates valuable information every day. The challenge is making that information accessible, accurate, and useful.

We help improve reporting, develop dashboards, and evaluate AI-assisted analysis so your teams can spend less time pulling information together and more time acting on it.

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01
Assess & Prioritize

Understand your objectives, evaluate AI readiness, and identify opportunities worth pursuing.

02
Build & Implement

Design and deploy solutions that work with your existing systems, data, and workflows.

03
Train & Optimize

Help your teams adopt the technology, measure results, and improve over time.

Bryan Willman, CEO and CIO of Techfino
Bryan WillmanCEO & CIO, Techfino
Meet the Expert

AI leadership grounded in real business systems.

AI strategy is most useful when the person shaping it understands the technology, the systems it needs to work with, and the business decisions behind it.

As Techfino’s CEO and CIO, Bryan brings a technology leadership perspective to conversations about responsible AI adoption, enterprise data, security, and practical implementation.

That perspective informs how Techfino evaluates opportunities, considers the risks, and helps clients move from AI ideas to workable solutions.

Olivier Gagnon, Techfino
Olivier GagnonAI COE Lead, Techfino
Meet the Expert

AI expertise built on how NetSuite actually works.

Getting real value from AI inside an ERP takes more than new tools. It takes people who understand how the platform is built and where automation truly fits.

Olivier writes and advises on AI in ERP, including MCP use cases that connect AI directly to NetSuite and the human design expertise behind AI-enhanced development.

That hands-on perspective helps Techfino clients separate meaningful ERP gains from hype, and decide when to optimize what they already have.

We Practice What We Teach

We use AI in our own business. That experience shapes how we advise yours.

Our team tests AI in real workflows, evaluates what works, and builds the guardrails needed to use it responsibly. We bring those lessons into every client conversation, from the first use case to implementation and adoption.

An outside perspective on Bryan’s expertise
“I've worked with a lot of people across technology, implementation, and consulting, and Bryan is the person I turn to when it comes to AI. He's a forward thinker who sees possibilities others might miss, but what sets him apart is his ability to make those ideas practical. He understands how to push innovation forward without compromising data security, intellectual property, or sound technology practices. That balance of creativity, systems thinking, and technical judgment is rare.”
Free AI Resources

Good AI decisions start with good information.

From setting AI policies to getting better results from everyday tools, explore practical resources to help your team make informed decisions about AI adoption.

Explore Free AI Resources
ico-home-insights Insights

Latest AI Insights

From the Techfino team.
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Frequently Asked Questions

Questions worth asking before you invest in AI.

Don’t see your question? Talk to an AI expert.

What AI services does Techfino offer?+

Techfino provides AI consulting and implementation services for businesses using NetSuite and other enterprise systems. Services include AI readiness assessments, strategic advisory, AI vision and strategy workshops, employee training, AI governance and security, solution architecture, implementation, and ongoing support.

Can Techfino help us implement AI within NetSuite?+

Yes. Techfino helps businesses evaluate and adopt AI capabilities within their NetSuite environment, including opportunities for automation, reporting, and workflow improvements. The approach depends on your current NetSuite configuration, business requirements, and available functionality.

Does Techfino offer AI consulting outside NetSuite?+

Yes. Techfino's AI services extend beyond NetSuite. We help organizations develop AI strategies, establish governance, train employees, evaluate large language models, and design AI solutions for broader business operations.

How do we know if our business is ready for AI?+

AI readiness depends on several factors, including your business objectives, data quality, existing technology, security requirements, and employee preparedness. An AI readiness assessment can help identify gaps, prioritize opportunities, and determine the steps needed before implementation.

How can businesses use AI securely?+

Secure AI adoption begins with understanding what information employees and systems share with AI tools, who has access, and how outputs are reviewed. Businesses should establish policies for data handling, approved tools, permissions, human oversight, and vendor evaluation before expanding AI usage.

What is the difference between AI strategy and AI implementation?+

AI strategy determines where AI can create value, which use cases to prioritize, and what resources, policies, and systems are needed. AI implementation puts that strategy into practice by configuring tools, developing solutions, integrating workflows, testing results, and supporting adoption.

Where should our company start with AI?+

Start with a business problem worth solving. Identify processes where AI could improve efficiency, accuracy, or decision-making, then evaluate the data, systems, and controls needed to support those use cases. Techfino's AI workshops and advisory services can help you develop that plan.

Let's Talk AI

Let's figure out where AI can make a difference.

Have a specific use case in mind? Or still sorting through the possibilities? Let's talk about your business, what you're trying to accomplish, and where AI might make sense.

Schedule a Free AI Consultation

Prefer to talk now? Call (877) 563-1405