What is AI workflow redesign?
AI workflow redesign maps a high-value business process, rebuilds it around AI agents and automation, benchmarks the before and after, and leaves your team with a repeatable operating workflow.
Start with one high-value workflow. Redesign it around AI agents. Benchmark the before and after. Then scale what works.
CG & AI is a boutique advisory firm co-founded by Antonio Calisto and Jennifer Griggs — seasoned operators who have led finance, tax, M&A, and transformation at publicly traded multinationals and PE-backed companies worldwide.
We don't just advise from the sidelines. Our principals have sat in the CFO chair, closed cross-border deals, restructured global tax operations, navigated SEC compliance, and led ERP transformations — across companies operating in 20+ countries.
The "AI" in our name isn't marketing. It's how we work. We've built proprietary AI workflows into every practice area — from automated transfer pricing documentation to AI-assisted financial modeling and intelligent document review. In a recent M&A engagement, our document intelligence reviewed 340+ data room files in 4 hours — work that would have taken a team of three analysts two weeks. You get senior-level judgment at every touchpoint, delivered at a speed and cost that traditional firms can't match.
Operators first, advisors second. We bring the pattern recognition that only comes from having done the work ourselves.
Finance and tax professional with 25+ years of experience spanning international law, Big 4 advisory, and C-suite leadership. Career arc from cross-border tax attorney to Group CFO of a Nasdaq-listed company, with stops as VP at a multibillion-dollar global consumer goods enterprise and tax lead at a major multinational. Published author of three books on EU VAT law and former university lecturer.
IT procurement and supply chain strategist with 15 years of experience spanning global technology sourcing, logistics operations, and vendor management. Career highlights include delivering $420K+ in annual IT cost savings through strategic sourcing and vendor rationalization, managing a $60–70M transportation budget across 900+ lanes, and building company-wide software asset management programs. Background in cross-border logistics, ERP administration, and contract negotiation across software, hardware, cloud, and telecom categories.
Six practice areas. One integrated approach. Every engagement draws on real operating experience — not just frameworks.
Treasury optimization, capital structure advisory, and financial planning for growth-stage and multinational businesses.
Cross-border tax structuring and compliance strategy for multinational operations.
Buy-side advisory, financial due diligence, and post-merger integration from thesis through close.
AI strategy, process automation, and custom application development that delivers measurable ROI.
Vendor evaluation, contract negotiation, and technology sourcing — from SaaS platforms to infrastructure.
End-to-end supply chain optimization and procurement analytics for operational excellence.
Transfer pricing documentation, tax ruling analyses, and regulatory narratives generated at machine speed — then reviewed and refined by practitioners with decades of hands-on experience.
AI scans data rooms, flags inconsistencies in financial statements, and surfaces risk factors across hundreds of documents — work that used to take a team of associates weeks.
We don't just deliver a report and leave. We build automated workflows — spend analytics, ERP integrations, contract monitoring — that continue operating long after we're gone.
A PE-backed consumer goods company needed due diligence on 340+ documents across 12 entities. Our Document Intelligence agent reviewed, classified, and flagged risk items in under 4 hours — work that previously required a team of three analysts over two weeks.
A multinational manufacturer needed compliant TP documentation across seven countries before a regulatory deadline. Our Cross-Border Tax Intelligence agent generated first drafts in hours; senior review and finalization took five business days total.
A mid-market building materials company was spending 18 days on month-end close. We automated reconciliations, built AI-assisted journal entry prep, and delivered reusable workflows their team kept after the engagement.
Tell us your challenge. We'll show you what AI-accelerated advisory looks like.
Book a Discovery CallEvery CG&AI engagement is powered by specialized AI agents that run securely within our infrastructure — with full audit trails, data confidentiality, and human oversight at every step. Here's what's working on your account.
Analyzes capital structures, models liquidity scenarios, and generates FP&A forecasts. Runs cash flow waterfalls and stress tests in minutes.
Generates transfer pricing documentation, tax compliance narratives, and cross-border structuring analyses across multiple jurisdictions simultaneously.
Screens targets, builds LBO and valuation models, reviews data rooms, and flags risks across transaction documents at machine speed.
Designs and deploys custom AI workflows — from ERP integrations to automated reporting pipelines — that clients keep after the engagement.
Evaluates vendor proposals, benchmarks pricing, analyzes contract terms, and identifies savings opportunities across the technology stack.
Models logistics networks, analyzes procurement patterns, optimizes inventory levels, and identifies cash conversion cycle improvements.
Reads, classifies, and extracts insights from contracts, filings, and financial documents. Flags inconsistencies, missing clauses, and risk factors automatically.
Builds 3-statement models, runs sensitivity analyses, and generates scenario-based forecasts. Produces in hours what used to take a team weeks.
Continuous regulatory surveillance, audit preparation support, and SEC filing review. Watches for changes in tax law, disclosure requirements, and compliance deadlines.
Our operating model is private by design: map the current workflow, build the agent-assisted version, measure the lift, and manage the AI layer after launch.
Our experience isn't theoretical. We've held P&L responsibility, closed deals, and restructured operations across these sectors and regions — in the languages our clients speak.
Rigorous, transparent, and AI-accelerated at every stage.
Deep immersion in your business context. We map the landscape, interview stakeholders, and use AI to rapidly analyze financials, contracts, and data rooms.
Co-create solutions with AI-modeled scenarios and stress tests. Every recommendation comes with a clear business case built in days, not weeks.
We work alongside your teams with AI-powered workflows handling the heavy lifting — document generation, compliance checks, analytics — so we focus on judgment calls.
We don't just leave a report. We hand over working AI systems — automated workflows, dashboards, monitoring tools — that keep delivering value after we're gone.
Our principals don't just practice — they publish, lecture, and shape the conversation.
Comprehensive three-volume analysis of the European VAT Directive, published between 2014–2015. A reference work for practitioners across EU member states.
View on Amazon →Taught international taxation at a leading European faculty of law, shaping the next generation of cross-border tax professionals.
Published research on holding company structures, investment fund taxation, and cross-border IP management in leading academic journals.
View publications →Short answers for teams comparing AI advisory, automation consulting, and managed AI operations.
AI workflow redesign maps a high-value business process, rebuilds it around AI agents and automation, benchmarks the before and after, and leaves your team with a repeatable operating workflow.
Start where cycle time, accuracy, and senior judgment matter: finance close, transfer pricing, diligence, procurement, supply chain analytics, document review, reporting, or recurring compliance narratives.
Strategy defines the opportunity. Managed AI operations helps run, monitor, and improve the agent-assisted workflow after launch so the value compounds instead of ending with a presentation.
CG&AI combines AI agents with senior human review, scoped workflows, audit trails, and practical controls so automation supports judgment instead of replacing accountability.
Whether you want to redesign a finance, procurement, diligence, tax, or operations workflow around AI — we'd like to hear about the bottleneck you want to fix.
Every engagement starts with a workflow diagnostic — specific, practical, and focused on measurable before/after improvement.