Services
Four ways we work with finance teams
These are four separate engagements, not a programme you have to work through. A team that already knows exactly what it wants built can start there. A function with no real AI exposure yet is usually better served building capability inside the team first.
And where an organisation already has technical build capability but nobody who can translate what the finance function actually needs, we step into that gap directly. Start wherever your team is.
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 multi-year AI implementation plan to return to, not a one-off report, something that defines prioritisation and the order of enablement as the function's needs evolve.
What you get
- A prioritised use-case roadmap for the function
- Effort and impact analysis on each candidate
- Clear recommendations on what to build first, and what to leave
Solution Build
AI Enablement
Working agentic solutions, live in your workflow.
We build working agentic solutions into your real workflows, not prototypes that stall after the demo. Automated variance commentary, intelligent close checklists, FP&A report generation. Your team is involved throughout, so what goes live is something they own and keep running.
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 Finance & VC Portfolio Teams.
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 services organisations, and private equity or venture firms with technical build capability already in place, but no one who can translate what the finance function actually needs into requirements 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