AI Advisory & Agentic AI Services

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AI isn't the question. Scaling it is.

Eide Bailly’s AI Advisory team helps financial, operational, and technical leaders move past isolated pilots and hype-driven decisions. We assess where your organization truly stands across governance, risk, data, and technology. We then build the roadmap to get you to responsible, scalable AI, including agentic AI that acts on your behalf across real business workflows.

Our approach is grounded in hands-on client work, not theory. Our proprietary AI Maturity Model and cross-functional AI Brain Trust — spanning automation, data, security, risk, and business applications — give you an experienced, vendor-agnostic guide. We work with leading technology partners, including Microsoft Copilot and Anthropic Claude, but our advisory is never about a single tool. It’s about aligning your people, processes, and technology so AI investment translates into real business outcomes across manufacturing, construction, healthcare, and beyond.


What We Offer

  • AI Governance & Security Assessment

  • AI Readiness Assessment

  • AI Maturity Assessment

  • AI Strategy & Roadmap Workshops

  • Agentic AI Jumpstart

  • Copilot Jumpstart

  • Enterprise Agent Deployment

  • Long-Term AI Advisory

  • AI Adoption & Change Management


Cut through the AI hype. Build governed, secure AI that scales.woman holding a tablet and talkingSchedule an AI Consultation
What Sets Eide Bailly Apart

We help you build AI you can trust, grounded in governance, security, and a maturity model shaped by real client work, not hype.

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Proprietary AI Maturity Model
Built from hands-on work with clients navigating real AI initiatives across strategy, governance, data, and technology.
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    Vendor-Agnostic, Advisory-First
    We start with your business needs and identify the areas where AI can deliver the most value. Then comes the tool, whether it is Microsoft Copilot, Anthropic Claude, and another platform to fit your goals and budget. Our focus is you — not a single vendor’s playbook.
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      Cross-Functional AI Brain Trust
      We have cultivated a team of specialists spanning automation, data, risk, and wide range of business applications to ensure your AI strategy accounts for security, governance, and scalability from day one.
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        Governance & Security at the Core
        With advanced AI audit certification (ISACA) and dedicated AI risk professionals on staff, we help you scale AI responsibly, closing the compliance gaps that stall adoption or create risk.
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          Industry-Tested Experience
          From agentic quoting automation in Manufacturing to AI governance foundations in healthcare and margin protection in construction, we bring proven AI use cases, not theory.
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            Business Outcome Focus
            We start with your goals, not the technology, ensuring AI investments drive measurable value, efficiency, and growth.

              Tools & Resources

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              AI Maturity Assessment

              Get a clear, high-level view of your AI maturity and next areas to explore.
              Take the Assessment

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              Get a clear, high-level view of your AI maturity and next areas to explore.
              Take the Assessment

              AI Readiness Assessment

              Understand whether your data foundation is ready to support AI and where to focus first.
              Take the Assessment

              AI Maturity for ROI Webinar

              Explore how organizational readiness, operating models, and data foundations determine whether AI initiatives succeed or stall.
              View On-Demand

              Bongards
              Featured case study:AI Streamlined Quoting for Bongards Creameries

              Salesforce Agentforce and Data Cloud streamlined a slow, manual quoting process — faster quoting, fewer errors, and a scalable system ready for high-volume demand.

              View Case Study

              Frequently Asked Questions 

              • What’s the difference between agentic AI and tools like Copilot or ChatGPT?

              • We’re already using Copilot or ChatGPT, do we still need AI advisory?

              • How do you help us manage AI governance, security, and risk?

              • Do you only work with Microsoft technology?

              • We don’t have a formal AI strategy yet, where do we start?

              • Can you help if our data isn’t clean or organized yet?


              Ready to move from AI experimentation to AI that delivers?

              Our AI Advisory team helps financial, operational, and technical leaders build a governed, secure path to scalable AI — including agentic AI — starting with a free discovery conversation.

              AI Advisory Leadership

              Nick Mortensen

              Nick J. Mortensen

              Partner

              Nick leverages his deep understanding of systems design and architecture to help clients solve complex business process problems through technology.
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              Jon Ault

              Jon E. Ault

              Partner

              Jon helps clients identify and apply technology solutions that support their strategic business objectives. He provides clients with leadership through technology assessments, business intelligence and analytics, and developing strategic plans for information technology.
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              Scott Adams

              Scott Adams

              Partner

              Scott leads the Data & AI practice at Eide Bailly - a team that guides clients to be data driven. Their approach is bespoke to each business - never jumping too quickly to developing a tool but rather interviewing & understanding the business pains, needs, & priorities to drive the scope & focus of data engagements. Rather than manually exporting data from systems to analyze them, they connect directly to them and schedule automated extracts. Then, they apply all the business logic needed to create a single-source-of-truth containing all relevant data for the client to report on, integrate with other systems, perform data science and more. They also provide report writers and AI context engineers to close the circuit on an end-to-end BI solution.
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