







The experts encoded peer-reviewed media frameworks as structured knowledge so the tool reasoned from a principled foundation rather than general AI. Users enter brand, category, and goals, and the assistant returns a personalized brand-versus-performance budget split with a written rationale built to hold up in a CFO conversation. A second mode lets marketers rehearse against a voice-enabled virtual CFO, compressing days of prep into minutes.
The tool used an OpenAI GPT-4o Assistant to synthesize user inputs against the encoded frameworks, plus OpenAI's Realtime API to power the voice-enabled virtual CFO, with a Next.js front end deployed on Vercel. The approach combined decision support and scoring with a conversational AI interface.
Marketers who previously faced a blank page now get academically grounded budget recommendations in minutes rather than days, a significant reduction in presentation prep time, and a real-time CFO role-play mode to stress-test their pitch before the actual meeting.
Total build time was approximately three to four weeks.
Advertising, media, and creative agencies, and brand-side marketing teams, that need to justify brand-marketing investment to finance leadership but lack a structured, evidence-backed process for setting and presenting budget allocations.