Capabilities

AI That Works Within Your Controls

From readiness assessment to governed deployment. Every capability built for the realities of finance.

AI Readiness Diagnostic

2-week engagement

Understand where you stand before committing to anything.

  • Data maturity assessment
  • Process mapping and automation potential
  • Governance gap analysis
  • Stakeholder interviews and systems audit
  • Risk identification and mitigation planning

Deliverable: Prioritised AI roadmap

Learn about our approach →

Automated Reporting & Commentary

Board-ready narratives

Turn your data into commentary your board can actually read. No more copying numbers into slides at midnight.

  • Variance explanations generated automatically
  • Management commentary drafted from live data
  • Close-cycle automation
  • Local or private cloud LLMs — your data stays put
See it in action →

Document Intelligence

Structured data extraction

Extract structured data from invoices, contracts, and financial documents without manual entry.

  • Automated document classification
  • Data extraction and field mapping
  • Validation against existing records
  • Full audit trail on every extraction
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Market & Signal Intelligence

AI-powered monitoring

Stop relying on quarterly reports to know what is happening in your market.

  • Competitor movements and market trends
  • Regulatory change monitoring
  • AI-powered alerts surfacing what matters to finance
  • Automated briefings for leadership teams
See it in action →

Data Strategy & Architecture

Foundation work

AI is only as good as the data feeding it. We get the foundations right before anything else.

  • Data governance frameworks
  • Quality assessment and remediation
  • Integration architecture design
  • Technology selection guidance — local vs cloud, model choices

Process Automation

Finance workflows

Automate the repetitive work your team spends half their month on.

  • Approval workflows and routing
  • Reconciliation automation
  • Data transformation and exception handling
  • Power Automate + AI integration

How We Engage

Diagnostic Sprint

2 weeks

Scope

Fixed-scope assessment of your AI readiness. We look at your data, your processes, and your governance posture.

Deliverables

AI readiness report with prioritised opportunities, risk register, and a practical next-steps roadmap.

Advisory Engagement

4 – 8 weeks

Scope

Architecture and governance design. We define how AI fits into your existing stack and who owns what.

Deliverables

Solution architecture, data governance framework, vendor evaluation, and implementation plan.

Delivery Partnership

8 – 16 weeks

Scope

Full governed AI deployment. We build, test, and hand over working solutions with your team trained to run them.

Deliverables

Production-ready AI solution, documentation, team training, and ongoing support agreement.

Not sure where to start?

Begin with a diagnostic. Two weeks, clear outcomes, no commitment beyond that.

Book a Call