AI-Powered Executive Services

Executive leadership, supported by AI

Senior guidance for finance, sales, marketing, operations, people and technology, without a full-time executive hire. Each executive is optional, pairs with one business category, and works from the data you authorize, whether or not you use the matching Jade modules.

How it works

Human judgement, AI speed

  1. People lead

    An experienced Jade X² advisor works with you on priorities, decisions and accountability.

  2. AI does the groundwork

    AI tools gather and analyse information, prepare reports and handle routine follow-up.

  3. You decide

    Recommendations come with the reasoning behind them. Decisions affecting customers, pricing or money stay with people.

Executive roles

Choose the leadership you need

Engage one role or several. Each is scoped to your business and can grow as you do.

AI-Assisted CFO

Financial visibility, cash-flow planning and reporting.

Leadership

  • Budgeting, forecasting and cash-flow planning
  • Financial process and controls review
  • Advice on pricing and investment decisions

AI support

  • Preparing management reports from your accounting data, such as authorized QuickBooks data, without a Jade bookkeeping module
  • Highlighting unusual transactions and trends for review
  • Modelling scenarios you can compare side by side

AI-Assisted CSO

Sales direction, pipeline discipline and customer retention.

Leadership

  • Sales priorities, territories and targets
  • Pipeline reviews and forecast judgement
  • Customer service standards and retention

AI support

  • Reading pipeline and follow-up data from your CRM, Jade's or your own
  • Drafting outreach and follow-up sequences for approval
  • Flagging stalled opportunities and unanswered requests

AI-Assisted CMO

Marketing direction, lead generation and customer growth.

Leadership

  • Positioning and marketing priorities
  • Channel and budget decisions
  • Lead qualification and sales hand-off

AI support

  • Analysing website, search and lead data
  • Drafting content and campaigns for human approval
  • Tracking follow-up so leads are not missed

AI-Assisted COO

Process improvement, capacity and day-to-day operations.

Leadership

  • Process mapping and improvement priorities
  • Capacity, scheduling and workload planning
  • Operating rhythm and accountability

AI support

  • Finding bottlenecks in project and time data
  • Automating routine hand-offs, reminders and follow-ups
  • Drafting procedures and checklists for your team

AI-Assisted CHRO

People planning, hiring and the employee experience.

Leadership

  • Workforce planning and hiring priorities
  • Onboarding, performance and development practices
  • Policy, benefits and compliance coordination

AI support

  • Preparing people reports from authorized HR and payroll-provider data
  • Drafting job descriptions, checklists and reviews for approval
  • Reminding you of renewals, reviews and time-off coordination

AI-Assisted CTO

Technology strategy, vendor decisions and delivery oversight.

Leadership

  • Technology strategy and roadmap
  • Build-or-buy and vendor decisions
  • Security, risk and budget priorities

AI support

  • Comparing tools and options against your requirements
  • Summarising system usage, costs and support issues
  • Drafting specifications and documentation for review

Your information

Your data stays yours

AI tools only work with information you choose to share, and you own your business data. We will explain which tools are used for your engagement and how your information is handled before any work begins.

Want to see how the executives fit with the modules? See how the platform works.

Ready to talk about executive support?

Tell us where you need leadership most and we will suggest how an AI-assisted executive engagement could work for you.

Start a conversation