Financial Effectiveness

Helping finance navigate a variety of risks and disruptions through innovation and AI tools.

Financial Advisory Solutions

Financial success if dependent on market direction.

Financial Advisory Solutions help finance offices navigate a variety of risks and disruption through innovation and AI tools. Artificial Intelligence or “AI” offers an unprecedented ability to improve the accuracy and predictability of Budgeting, Planning and Forecasting (BP&F).

FirstAlign - Financial Effectiveness Infographic

This removes the expensive and time intensive exercise of an annual budget process which offers minimal practicality beyond its creation. The objective of using AI is to better integrate managerial and quantitative estimates, which in turn will reduce forecasting errors.

AI solutions with machine learning algorithms at their heart will continually mature as more data is fed into it. Incorporating business intelligence with AI will automate the process of BP&F more effectively as speed, flexibility and agility take center stage.

AI impacts budgeting, planning and forecasting in the following ways:

  • AI analyzes unstructured data to reveal accurate patterns, suggesting actions based on trends.
  • AI generates signals and indicators for monitoring financial scenarios to demonstrate accuracy over time.
  • AI enables real time understanding of financial objectives, facilitating a change in direction where required.
  • AI enables financial risk assessment through targeted algorithms to make more accurate predictions of market movement.

Our Areas of Focus

FirstAlign Budgeting & Forcasting

Budgeting & Forecasting

FirstAlign Planning


FirstAlign Center of Excellence

Center of Excellence

FirstAlign Artificial Intelligence

Artificial Intelligence

How We Do It

Our technology advisory services will help transform your business through the management and implementation of new apps, platforms, architecture and tech. We’ll partner with you to determine the right combination of technologies for your business—from the tech that exists today to the emerging tech of tomorrow.

  • Discovery & Strategy
  • Future State Architecture
  • Quantitative Analysis
  • Parallel Forecasting
  • Advanced Scenario Analysis
  • Automated Decision Routines
  • AI Powered BP&F Management
  • AI Powered Dashboard Monitors & Reports
  • Adaptive Operational Learning
  • AI Signaling & Triggers

Why FirstAlign

We Enjoy the Simple Things

We excel in driving down complexity. Our devotion is simplifying business to its core.

Energy in Achievement

Movement is a constant state. We have a passion for driving business towards the un-imagined.

Unifying Standards Is Direction

We believe in the power of people, processes and technologies to achieve the impossible.

Artificial Intelligence

Creating real-time Operations-as-a-Service models to enable human potential to thrive in a conceptual state.

Latest Thinking

Strategy Consulting & Advising - Leadership & Change

Leadership & Change

A strategy of time, empowering organizations where to play and how to win through strategy, experimentation and experience.

Learn More!
Human Capital - People as Assets

People as Assets

Leverage research, analytics, AI and workflow to drive change. Getting more from what you do with the people you have.

Learn More!
Tranformation - Breaking Barriers

Breaking Barriers

From leadership to culture, socialization in action. Using discovery and AI tools to optimizes business effectiveness and productivity.

Learn More!
Artificial Intelligence - Signals & Triggers

Signals & Triggers

AI maximizes outcomes through modeling business drivers. Signals and triggers allow near real-time understanding, speeding business reaction.

Learn More!
Speak with one of our Experts!

Follow us


  • FirstAlign Solutions 227 W 4th Street, Charlotte, NC 28202
  • (646) 233-2555
  • Contact | Subscribe