01AI for the Office of Finance
An AI company built for finance.
AI Warriors is our Agentic Toolbox: finance agents that collect and combine data, check it, analyse it and draft the output, so your team reviews and decides instead of compiling.
Built on ClaudeWe work primarily with Claude, Anthropic’s family of AI models, chosen for careful reasoning over long financial documents and a strong focus on safety.
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Budgeting and Forecasting
Stronger planning accuracy and forecasting discipline
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Cash Flow Forecasting
Better liquidity management and forward cash visibility
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Financial Control
Stronger governance, controls and financial integrity
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Financial Reporting
Faster reporting and deeper decision-ready insight
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Close with confidence
Agents gather, match and reconcile data, and flag exceptions for review.
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Report without rebuilding
Management packs and variance commentary drafted from governed data.
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Forecast continuously
Rolling forecasts and cash-flow views kept current as the numbers move.
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Stay in control
Every output is traceable and reviewable. People approve what matters.
02The finance reality
Your finance team is talented. It shouldn’t spend its time copying data.
Most finance functions run on spreadsheets, manual reconciliations and late nights. AI agents change that, when they are designed by people who understand finance.
Ask for a finance AI assessment- Month-end close drags on while people chase data across systems
- Reports are compiled by hand and leadership questions the numbers
- Forecasts are out of date before they reach the board
- Controls depend on a few overstretched people
- Everyone talks about AI, but there is no safe, practical plan for finance
03Services
AI first, built on solid foundations
AI for the Office of Finance leads everything we do. Business Intelligence, Dynamics 365 Business Central and Microsoft 365 give it clean data, a reliable ledger and a place for your team to work.
All services-
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AI for the Office of Finance
Lead serviceAI agents, built on Claude, that work alongside your finance team. -
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Business Intelligence
Power BI reporting your leadership trusts, and the data foundation AI needs. -
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Dynamics 365 Business Central
Implement, migrate and optimise Business Central, with finance at the centre. -
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Microsoft 365: Teams and Forms
Teams and Forms set up properly, so your people can work, approve and collaborate in one place.
- Caribbean Development Company
- Caribbean Development Company
Partner network
A strong network of specialist partners.
We work alongside specialist partners in AI and Microsoft solutions. You get deep expertise in every area, delivered through one accountable team.
Talk to us about partnering
CRG Solutions Caribbean LimitedPartner network
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CanvasKB
Specialist AI solutions partner
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Alpharithm
Microsoft solutions partner
04How we engage
A low-risk path into AI.
Start with one process, prove the value with your own numbers, then scale across the Office of Finance.
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Discover
Finance AI assessmentWe review your finance workflows, data and systems, and identify where AI agents add value first.
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Pilot
One agent, real dataAn AI Warriors agent runs on a live process in your environment, with your team reviewing every output.
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Prove
Measured resultsWe measure the result against the targets you set: time saved, accuracy and control.
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Scale
Across financeAgents extend across the Office of Finance, with training and support for your team.
Platforms we work with
- Claude by Anthropic
- Microsoft Power BI
- Microsoft Dynamics 365 Business Central
- Microsoft Teams and Forms
05Latest updates
News and insights
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Welcome to our new website
Our new website introduces AI Warriors, our AI agents for the Office of Finance built on Claude, alongside our Business Intelligence, Business Central and Microsoft 365 services.
Book a consultation
See what AI can do for your finance team.
Tell us about your finance function and the systems you use. A senior consultant will reply by email to arrange a conversation.
- A conversation with a senior consultant, not a salesperson
- A clear view of where AI agents fit your finance processes
- No obligation
Book a consultation
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