Services
Four ways we work with finance teams
Training and Sprint
AI for Finance Workshops
Practical skills your team uses the next morning.
Hands-on sessions where your team works AI directly against its own finance data: close packs, variance analysis, the reporting cycle it already owns. Most engagements pair this with a Finance AI Sprint, a longer build day where the team leaves with a working solution deployed in their own workflow.
Who it is for
Finance teams across FP&A, Accounting, Controllership, and RevOps. Available on-site or virtual.
What you get
- Hands-on exercises run on finance data, not generic examples
- Frameworks the team applies to live work the next day
- Typically paired with a Sprint: a working solution deployed by the end of the day
Roadmap Engagement
Opportunity Discovery
Find where AI creates real value in your function.
A structured review of your finance workflows mapped against what AI can actually do today, producing a prioritised use-case roadmap with effort and impact analysis. Built for finance leaders moving past isolated experiments toward a deliberate plan.
Who it is for
CFOs and finance leaders who want a clear-eyed view of where AI fits in their function before committing to anything. Useful whether you are scoping a first project or shaping something longer.
What you get
- A prioritised use-case roadmap for the function
- Effort and impact analysis on each candidate
- Clear recommendations on what to build and how to build it
Solution Build
AI Enablement
Working agentic solutions, live in your workflow.
Building means taking a defined workflow and turning it into something that runs inside the systems your function already uses, carrying the controls and audit trail that work demands. Your team is involved throughout the build, so what goes live is understood, owned, and maintainable once we step away.
Who it is for
Teams with a use case identified and ready to build.
What you get
- Solutions that go live in your actual workflow, not a sandbox
- Built alongside your team, so adoption is designed in from the start
- Documented and handed over, so it keeps running without us
Forward-deployed
Enterprise Advisory
AI Solution Scoping for enterprises, financial institutions and investment firms.
A forward-deployed role sitting between your finance team and the technical platform or partner doing the build. We bring the finance domain expertise, translate what the function actually needs into build requirements, and instruct the technical team on what to make and how it should work.
Who it is for
Enterprises, financial institutions and investment firms that already have technical build capability, and want the specific expertise to translate what the finance function actually needs into a scope and spec the build team can act on.
What you get
- Finance requirements translated into clear build instructions
- A single point of accountability between finance and the build team
- Scoping that reflects how the finance function actually operates