95% of AI deployments run at negative ROI. We build the 5% that don't.
AI and agent-driven systems for the Office of the CFO. Fixed-price, senior-led, delivered from Miami and Cebu.
The Vision
Most enterprise AI projects produce no measurable financial return. The problem is rarely the model. It is the foundation: weak processes, fragmented data, and partners who treat AI as a marketing layer instead of a system. Proforma Global builds the foundation first, then the agents on top. Our lead architects bring more than 20 years of finance transformation depth across Oracle EPM, FP&A, profitability, and the operating processes that surround them.
Founded and led by a 20-year EPM and finance transformation operator, Proforma Global combines senior US-based architects with a dedicated delivery team in Cebu City, Philippines. The model is straightforward: every engagement is led by an architect who understands both the finance domain and the technology, with execution depth that keeps total cost well below US consulting benchmarks. No rotating juniors, no offshored-only delivery, no scope creep.
Built for the next decade, not the last one
Most EPM and AI implementations fail because the underlying processes were not designed for what the technology is supposed to do. We start with the process and the data architecture, then deliver scalable, maintainable solutions on top. Simple concepts used in advanced ways. Oracle EPM remains the strongest enterprise stack for finance because of its low-code flexibility and breadth, and that is where we go deep.
AI and Agent Implementation
We design and deploy AI agents and predictive systems for the Office of the CFO. Agent deployment frameworks, custom AI engineering against existing finance data, and the process redesign needed to make them actually produce ROI. Buyer-driven, not vendor-driven. We do not deploy agents where deterministic logic is better, and we do not sell predictive models where the data foundation cannot support them.
Finance Transformation Strategy
If you are building a roadmap to modernize finance and accounting with AI, machine learning, and predictive planning, you need a partner whose lead architect has equal depth in finance, data, and technology. Without all three, the roadmap fragments and the implementation stalls. Our strategy work produces a roadmap your team can execute, sequenced for foundation first and AI on top.
Traditional Cloud EPM?
Custom or Out-of-the-Box?
One of the most common questions we get is whether to deploy a module out of the box or build a custom configuration. The honest answer depends on how much change management your organization can absorb. Out of the box is faster and cheaper, custom delivers a sharper end-user experience. We are also process experts, so we run a transformation-lite track in parallel when that is the right call. Buyers stay in control of the trade-off.
Senior-led Delivery Pods
Need senior architects and developers for an in-flight implementation? Our pods plug into your project with hands-on EPM and AI engineering depth. Each pod is led by a senior architect with built-in QA review on every hour of developer time, so you get architect-grade output throughout, not just at the start. Scale architect time up or down as the project needs change.
Talk to us
Schedule a working session. We will tell you in 30 minutes whether your AI or EPM initiative is set up to succeed or set up to fail, and what to do about it.
Project Management
Fixed-price, fixed-scope engagements with milestone-based delivery. We use a hybrid Agile and waterfall model: rapid prototyping where it reduces risk, structured stage gates where it protects the budget. No surprises at month four.
Technology Integration
Migrating from on-prem or Excel into the cloud, or onboarding a new data source. Both are high-risk projects when the translation between finance language and engineering language breaks down. Our architects sit on both sides of that translation, so the integration design holds up under scope changes.
Training and Support
Upskilling for your internal team across the Oracle EPM Cloud suite and modern AI / agent practices. Workshops, sustained enablement, and post-launch support tailored to where your team is on the maturity curve.
How we deliver
Our delivery model combines rapid prototyping with structured requirements gates, so you see working output early and the scope stays under control. Three phases, fixed-price, milestone-based.
01
Assessment
Working sessions with your team to understand the real problem and scope the work. Outputs: a prioritized requirements set and a clear go or no-go on whether the project is ready to start.
02
Design and Prototyping
The most complex parts of the solution are prototyped first so stakeholders see and validate the look, feel, and behavior before development picks up speed. Design holds the budget.
03
Execution and Feedback
Our Cebu-based delivery team iterates against the prototypes during US business hours, with senior architects on the ground guiding the work. All the benefits of an offshored delivery model with none of the typical handoff problems.