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AI-ready finance diagnostic
Start with the work, not the model.
Map close, consolidation and reporting; find where automation pays back, what data is missing and what must stay human.
FINANCE-LED AI · REGULATED SCALE-UPS
AI for finance. Control at every step.
Find the right workflow to automate, define its controls and test it with your finance team. Start with close, consolidation or board reporting.
01 / OUR METHOD
Start with one workflow. Measure the result.
- 01
Map
The current process, its data and its failure points.
- 02
Baseline
Agreed measures for effort, accuracy and review time.
- 03
Pilot
A bounded test with approval rules and traceable outputs.
- 04
Decide
Scale, adjust or stop, on the evidence of the evaluation.
02 / WHEN TO CALL
You should call us when…
For founders & CEOs
- Your monthly close takes more than ten working days and depends on two people.
- Your board pack is rebuilt by hand from spreadsheets every month.
- You want AI in finance, but your auditors, investors or regulators need to see the controls first.
For investors & boards
- You need to judge whether a company’s “AI-enabled operations” claim is real.
- Portfolio companies are buying finance tools without a common data foundation.
- You want an AI-readiness view of the finance function before a round or an exit.
03 / WHAT WE DO
Where AI helps finance. And where it should not.
Workflow design, controls and pilot evaluation for finance teams.
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Close & reporting workflows
Map the process and test improvements.
Redesign reconciliations and reporting with clear data ownership, review steps and measurable pilot criteria.
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Agentic workflows with controls
Systems prepare. People approve.
Agent-assisted workflows with approval points, audit trails, segregation of duties and evaluation built in.
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Finance AI diligence
Evidence for an investment decision.
Review the data, controls, economics and vendor dependencies behind claims about AI in the finance function.
04 / ENGAGEMENTS
Three ways to start.
Every engagement starts with a written scope and agreed success criteria. Nothing is scaled before the pilot has been evaluated.
Discuss a scope01
Diagnostic
For a finance team that wants to know where automation pays back and what must stay human.
You receive Workflow map · prioritised automation list · controls for each step
02
Workflow pilot
One workflow — close, consolidation or board reporting — tested before anything is scaled.
You receive Process map · controls checklist · evaluation of accuracy, review effort and exceptions
03
Embedded finance leadership
We lead the finance function and its modernisation together, so new ways of working stick.
05 / WHO DOES THE WORK
A small senior team. One lead throughout.
Every engagement is staffed by a small senior team. One lead stays with it from the first conversation to the handover, and you meet the people who will do the work before any scope is signed.
- Alongside your advisers
- Where a scope needs legal, tax, regulatory or technical depth, we work with your advisers or bring in independent specialists.
- Independent
- Before work begins, we disclose in writing any commercial interest we hold in a tool, vendor or company relevant to your engagement.
06 / BEGIN A CONVERSATION
Where does your finance team lose its days?
Describe your close, your systems and what you would like to stop doing by hand.
- Send a short email — it opens with four questions to answer.
- We reply to arrange a 30-minute call with the people who would lead the work.
- If there is a fit, you receive a written scope before any work begins.