Workspace setup
Give the team a shared place to use AI safely.
RolesSpacesSourcesPermissions
Make AI usable in finance.
We configure AI around your systems, source rules, prompts, and review paths so work moves without another disconnected tool.
Works with your finance stack
We configure AI around the systems, sources, and review paths your team already uses.
InboxClient portalsBank feedsSpreadsheetsERP / ledgerApprovalsXeroQuickBooks
Reporting packsReview queuesClose checklistSlackTeamsHubSpotNetSuiteShared folders
Building the workspace.
Finance prompts
Turn recurring finance work into reusable instructions.
ReportingCloseExceptionsFollow-up
Connected context
Keep the information AI needs close to the workflow.
FilesInboxExportsPortals
Team handover
Leave the team with a system they can keep using.
HabitsChecksRunbookOwnership
High-impact use cases for finance
Five workflows where AI can reduce finance drag without removing review: intake, exceptions, reconciliation, close packs, and follow-up.
Document intake
The team opens a sorted intake queue instead of chasing files across inboxes and portals.
- 3 new documents need review
- 12 missing fields flagged
- 2 duplicate uploads held back
- Posting queue ready
Built for regulated EU finance.
We shape the workflow around GDPR, EU AI Act inputs, approved tools, and finance-specific limits, so the team has what it needs for internal review.
Data boundaries
Sources, access, retention notes, and review points are defined.
AI Act documentation
Use-case classification, oversight, logging, and evidence needs are prepared.
Tool and domain limits
Approved tools, roles, vendor assumptions, and finance limits are documented.
Start with one finance workflow
Send the workflow, source systems, review owner, and current manual path. We can scope the first diagnostic or pilot.