AI Opportunity Assessment
A two-to-four-week engagement. We score your operation task by task for time cost, automatability, data dependency and sensitivity, then hand you a ranked opportunity list, yours to keep either way.
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Financial AI Specialists
Built around your operation. Owned by you.
We are not a software company and we do not resell anyone else's licences, so we have no incentive to steer you towards a particular tool. We design applied AI, including agents, automations and internal tools, to your operating model, and you own the result.
2–4 wksTo a ranked opportunity list
100% yoursCode, data & config at delivery
No per-seatlicensing, ever
Two backgrounds, one team
An IT Director and a CA(SA)/ICAEW accountant, so we start with the problem, not the vocabulary.
Assess, build, run, extend
A transparent four-stage process, with no black boxes and no open-ended engagement.
Built for a regulated environment
UK data residency, DPIA support and audit-ready evidence, because that's where we come from.
The Problem
The problem with how AI is being sold to you
You are almost certainly being approached by vendors with a finished product. Each one is impressive in a demonstration. Each one asks you to change how your team works in order to fit it, licenses you per seat whether the seats use it or not, and leaves you dependent on a roadmap you do not control.
Meanwhile the work that actually consumes your team's time (the reporting pack that takes four days every quarter, the onboarding file that gets chased by email, the reconciliation nobody wants to own) is specific to your business. It is not on anyone's product roadmap. It never will be.
That is the work we do.
We design and build applied AI around your existing operation, not the other way around.
How We Are Different
We have nothing to sell you off the shelf.
We are not a software company and we do not resell anyone else's licences, so we have no incentive to steer you towards a particular tool. We design to your operating model, and you own the result. Three commitments, and they are in the contract, not just the brochure.
1
You own what we build
Application code, agent configuration, documentation and data are yours, handed over at delivery rather than held back until you leave.
2
You can change it without us
Every engagement ends with admin access, runbooks and a working session on how to modify what we have built. If your process changes, you can adjust an agent yourself.
3
You can leave
If you ask us to host and run your systems, that is a service you have chosen, with published exit terms and transition support priced up front. It is not a trap.
Two Backgrounds, One Team
Most AI consultancies can build. Very few understand what they are building for.
The practical effect: we do not need six weeks of discovery to understand what a valuation pack or a fee reconciliation is. We can start with the problem rather than the vocabulary.
Meet the FoundersFinance Operations
Accountancy & Fund Management Background · CA(SA) / ICAEW
Sits with your team and maps the work as it is actually done, including the exceptions, the judgement calls and the controls that cannot be automated away. Speaks your language from day one.
Technology & Delivery
Head of IT in Financial Services
Designs and builds the agents and applications, and integrates them into the systems you already run. Brings the security, identity and compliance discipline of an in-house IT function rather than an agency.
What We Do
Four ways we work with finance businesses
From an opportunity assessment through to a fully managed AI service, each stage designed around your operation, not ours.
AI Agents & Automation
Bespoke agents and applications built into the systems you already run: document intake, reconciliations, reporting packs, tax workpapers, contract review, and the trackers and portals that keep a human in the loop.
Learn more →Managed AI Service & Hosting
Once something is built, someone has to keep it working. We'll run it for you, or show your team how, with UK-region hosting, monitoring, model migrations, and an evidence pack your compliance function can use directly.
Learn more →AI Governance & Advisory
Governance frameworks, data readiness reviews, independent due diligence on your suppliers' AI features, practical training, and a fractional AI lead who sits on your technology committee.
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Our Approach
How we work
No black boxes. Every engagement follows the same transparent process.
1
Assess
A short engagement, typically two to four weeks, scoring each task in your operation for time cost, automatability, data dependency and sensitivity.
2
Build
We take the highest-value item and build it, scoped and priced for your business and designed around your process. Or start smaller with a two-to-six week pilot.
3
Run, or hand over
Your choice, and it's a real one. Some clients take it in-house with our support; most would rather we kept it running.
4
Extend
The backlog from the assessment doesn't expire. We work down it at whatever pace suits you, reviewed quarterly.
FAQs
Common questions
Are you reselling us AI software?
No. We are not a software company and we do not resell anyone else's licences. We design and build against your operating model, and everything we build is yours.
What happens if we want to leave?
A clearly stated notice period, transition support over 30, 60 or 90 days (priced at the outset), full handover of infrastructure-as-code and configuration, and complete data export in non-proprietary formats.
Where does our data live?
UK data residency, with data flows documented and mapped, a data processing agreement with named sub-processors, and DPIA/ROPA support for AI processing.
How is this priced?
There's no rate card. Every engagement, whether it's an assessment, a build or a managed service, is scoped and priced individually once we understand your business, your systems and what you're trying to achieve. No per-seat licensing, ever.
What if our existing systems already cover it?
Then we'll tell you that too. The assessment is yours to keep and act on however you choose, with us or without us.