Just starting
You want AI in finance but don’t know where to begin, or what’s safe to try.
Start with one process.
Prove it on your own numbers.
New to AI in finance, or not getting much from it yet? Start with a free 30-minute call. We look at where you are, then agree a plan that fits your stage.
Book a callFree 30-minute call. No slides, no obligation.
WHO IT’S FOR
Finance teams at the start of AI, or stuck partway.
Already trying
Your team uses chat tools, but nothing reaches the close, the forecast or the report.
Asked for a plan
Your board wants a view on AI in finance, and you want one grounded in your own numbers.
HOW IT RUNS
From first call to a working agent.
How long it takes depends on where you are. Most companies have something working within two to four weeks. Your ERP stays read-only throughout.
Free consultation
30 minutes on where you are with AI, what you want from it, and the process to start with. No cost, no obligation.
Map and set the rules
We rank where AI saves the most time and agree the rules: read-only ERP, your AI model or ours, data kept in the EU, a short AI-use policy.
Prove it
An agent from one of our blocks runs on your past periods, so you compare its work against numbers you already know.
Hand over
We train your team, walk through the results and recommend the next step, with or without us.
WHAT YOU KEEP
Yours to keep, whatever you decide next.
- A ranked map of where AI pays off in your finance team
- A one-page AI-use policy for finance
- One agent proven on your own past periods
- A plan for what comes next
Your AI model, or ours.
THE MODELS WE WORK WITHClaude (Anthropic)OpenAIMicrosoftxAIGoogle GeminiMistraland models you host yourself
Either way, your blocks, rules and audit trail stay the same.
Start with one process.
Book a free 30-minute call. We’ll ask where you are with AI and suggest the process to prove first.
Book a call