About CFO Charm
Your trusted companion for navigating AI transformation in finance
Bridging Technology and Finance Excellence
CFO Charm was founded with a simple belief: finance leaders deserve better than generic tech advice. We provide CFO-specific insights, tools, and strategies for the AI era.
CFO-Focused
Built exclusively for finance leaders. Every tool, insight, and strategy is tailored to your unique challenges.
AI-Native
Stay ahead of disruption with AI-powered insights designed for financial rigor and compliance.
Practical Impact
Real solutions that drive measurable outcomes, from cost optimization to strategic transformation.
Our Approach
We follow a rigorous methodology to ensure every resource delivers value
Research & Curate
We evaluate hundreds of AI tools and select only those that meet CFO standards for security, ROI, and practical application.
Test & Validate
Every recommendation is tested in real finance environments to ensure enterprise readiness and compliance.
Deliver Insights
We provide actionable recommendations with clear implementation paths and measurable outcomes.
Meet the Founder
Levi Friedbauer, CPA
Founder
After nearly two decades in corporate finance—from Big 4 audit to PE-backed companies and public enterprises—I've led transformations that improved EBITDA margins by 1000+ basis points and executed $700M+ in strategic transactions.
Throughout my career, I've consistently focused on one challenge: replacing spreadsheet chaos with scalable systems. Most recently, I reduced manual processes by 90% through strategic technology adoption, including early AI implementations.
Now I'm seeing AI reshape the entire finance function. Yet most resources are either vendor hype or too theoretical for CFOs managing real compliance, ROI, and change management challenges.
CFO Charm is where I share what actually works. Every tool and insight comes from real scenarios I've encountered across nearly 20 years in finance. It's practical guidance from someone who's been in the trenches, not theory from the sidelines.
"The future CFO isn't just a financial steward – they're a strategic technologist who leverages AI to drive unprecedented business value."
– Levi Friedbauer
What We're Building
Expanding our tools and insights based on CFO feedback
Newsletter Launch
Weekly insights on AI in finance - practical guidance for CFOs and business leaders.
More Calculators
ROI modeling and vendor evaluation tools based on real CFO needs.
Deeper Insights
Expanding our content library with practical AI implementation guides.
Start Exploring
Join forward-thinking CFOs who are already leveraging our resources