CAPABILITY · AI & AGENTIC OPS

Agentic AI, shipped, governed, owned.

CFO-led AI deployment for $20M–$500M operating businesses — finance-stack agents that actually do the work, governed and audited, owned by your team after we leave. The boutique alternative to the Big-4 AI-CFO advisory pitch: practitioner-led, integrated with your existing tools (NetSuite, Xero, QuickBooks, Sage, Workday), shipped in 8–12 weeks.

Book a working session Meet the partners

01 / What we actually do

6 plays under one capability.

AI & Agentic Operations is rarely one job. Engagements typically braid two or three sub-offers, led by the partner with the most relevant operating experience.

AI strategy

Where AI moves the needle in your operating model — and where it is theater. Honest assessment before the build.

Agent design

Specific agents for specific jobs. AP, AR, reconciliation, reporting, anomaly detection. Built for the workflow you actually have.

Integration with the finance stack

NetSuite, Xero, QuickBooks, Sage, Workday — we wire agents into your existing tools, not around them.

Governance & audit trail

What did the agent do? Who approved it? Where is the log? Built in, not bolted on.

Team enablement

Your team owns the system after we leave. Documentation, training, runbooks.

Continuous improvement

Agents drift. We maintain them on retainer where useful.

02 / Where this work shows up

Industries we apply ai & agentic operations inside.

All industries

Consumer eCommerce Operating Higher Ed Consumer Travel

03 / Partners who lead this

Two operators, not associates.

The partner who takes your first call is the partner in the room. We don't sell what we haven't run.

Practice lead MP

Matt Putra

Managing Partner, North America & Europe

Two-decade operator. 50+ DTC and CPG engagements including a dozen sell-side processes. Scaled brands through Shopify Plus, retail expansion, and inventory-led growth pressure tests. Leads the consumer practice and exit-prep across $20–$100M operating brands.

Senior partner MS

Marcin Samiec

Senior Partner, Tech & AI

Tech executive with 15+ years in transformation and IT strategy, now operating as a fractional CIO. Leads systems modernization, ERP and platform implementations, project rescue and turnaround, and the privacy-and-security build (GDPR, ISO 27001) inside operating businesses. Brings the AI and agentic-operations practice to where the operating stack actually runs — oil & gas, construction, real estate and professional services.

05 / Common questions

FAQ.

What kinds of finance workflows can agents reliably do today?

Reconciliation, AP routing, invoice extraction, variance detection, reporting prep, KPI compilation. The boring repeatable stuff.

Is this safe for audited businesses?

Yes, when designed properly. Every agent action is logged with human-in-the-loop for material decisions.

How is this different from buying an AI vendor product?

Vendors sell horizontal products. We design agents for your specific workflows, integrated with your stack, governed by your team.

What does an engagement look like?

Typically 8–12 weeks to ship a first agent. Then ongoing retainer to maintain and expand.

Who leads this work?

Matt Putra and the supply chain team.

Start a conversation

Talk to the partner who leads AI & Agentic Operations.

Book a working session partners@putraco.com