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3 Data Foundation

GenAI & Automation

AI won't replace your finance team. But it will eliminate the repetitive work that keeps them from doing what they're actually paid for: analysis, insight, and business partnership.

Where finance teams lose time to repetitive work

Copy-paste commentary

Every month you write the same variance explanations in slightly different words. "Revenue up due to seasonal factors." It's not insight, it's admin.

Invoice processing purgatory

Thousands of invoices. Hundreds of suppliers. Manual matching, coding, approval chasing. Your AP team could be automated out of drudgery.

Data extraction torture

Pulling numbers from PDFs. Scraping data from portals. Reformatting exports. Hours spent getting data into a usable shape before analysis can even start.

Ad-hoc request overload

"Can you pull the sales by region for the last three years?" Every ad-hoc request is 30 minutes of someone's day. Multiply by dozens of requests weekly.

Manual reconciliations

Checking one system against another. Hunting for differences. Investigating mismatches. The kind of work that makes qualified accountants want to quit.

Report generation hell

Export. Format. Check. Export again. Format differently. Every report is a new exercise in manual data manipulation.

Practical automation that actually works

We don't do AI for AI's sake. We identify the highest-value automation opportunities, prove they work, then scale. Boring problems, smart solutions.

1

Map your processes

Where does time go? We document your finance processes, quantify the effort, and identify automation candidates with real ROI.

2

Prioritise by value

High volume, low complexity, stable rules - these automate well. We help you pick the right targets, not the sexy ones.

3

Prove with pilots

Build one automation properly. Measure the time saved. Prove the business case before scaling. No vapourware demos.

4

Build with guardrails

AI outputs need human review. We build workflows where automation drafts, humans approve. Control where it matters.

5

Integrate properly

Automation that sits alongside your systems, not in isolation. Connected to your data, your workflows, your approval chains.

6

Train and hand over

Your team learns to maintain and extend automations. We don't create dependency; we build capability.

Where we see the biggest wins

Variance Commentary

LLM-generated first drafts of variance explanations. Analysts review and refine instead of starting from scratch.

Invoice Processing

Document AI extracts data from invoices. Auto-matching to POs. Exception-only workflow for humans.

Report Generation

Scheduled, parameterised reports that build and distribute themselves. No more manual exports.

Data Extraction

Pull data from PDFs, web portals, emails. Structure it automatically. Feed it into your systems.

Reconciliation

Automated matching between systems. AI-suggested resolutions for mismatches. Human review of exceptions.

Natural Language Queries

Ask questions of your data in plain English. Get answers without writing SQL or building reports.

Forecast Collection

Automated chasing, validation, and consolidation of forecasts from budget holders. No more inbox tennis.

Anomaly Detection

AI-powered identification of unusual transactions and patterns. Flag exceptions before they become problems.

How automation projects work

Why us for GenAI & Automation

Finance Expertise Meets AI Capability

We're not AI specialists who don't understand finance. We're finance consultants who've built practical AI solutions - we know what actually works in FP&A environments.

20+
Years finance transformation
30+
Automation projects delivered
Practical
ROI-focused approach
View all case studies

Frequently asked

Is this going to replace finance jobs?
It replaces tasks, not jobs. The grunt work nobody wants to do. Your team spends more time on analysis, business partnering, and strategic work. That's what you hired them for.
How do we know AI outputs are accurate?
We build human review into the workflow. AI drafts, humans approve. For high-stakes outputs, we add validation rules and confidence scoring. You stay in control.
What about data security?
Multiple options depending on your requirements. Enterprise API services (Azure OpenAI, AWS Bedrock, Claude API) offer the best capability and don't train on your data. For organisations where data physically cannot leave your network - air-gapped environments, strict data residency requirements - we deploy on-premise LLMs with predictable costs and guaranteed security. We'll recommend the right approach for your situation.
Do we need expensive tools?
Often you already have what you need. Power Automate is included in most Microsoft 365 subscriptions. Azure AI services are pay-as-you-go. We right-size the tooling to your budget.
What's a realistic timeline?
First automation live in 4-6 weeks from start. Measurable ROI within a quarter. Scaling across use cases is an ongoing journey, but you see value fast.

Ready to automate the boring stuff?

Start with an assessment. We'll find the highest-value automation opportunities and show you what's possible.