Service
AI for the Office of Finance
AI agents, built on Claude, that work alongside your finance team.
AI for the Office of Finance is what we lead with. Our AI Warriors agents take on the repetitive, data-heavy work of finance so your people can focus on judgement, insight and decisions.
What the agents do
Close and reconciliations
Collect bank, ledger and sub-ledger data, match transactions and flag exceptions for review.
Management and board reporting
Assemble reporting packs and draft variance commentary from governed data, ready for your review.
Budgeting, forecasting and cash flow
Keep rolling forecasts and cash-flow views current as the numbers move.
Financial control
Check postings, approvals and policies continuously, and surface what needs attention.
Built on Claude
We build primarily on Claude, Anthropic’s family of AI models, chosen for careful reasoning over long financial documents, reliable instruction following and a strong focus on safety. Agents work inside your governance: outputs are traceable and reviewable, and people approve what matters.
How we start
- Discover. A finance AI assessment of your workflows, data and systems.
- Pilot. One agent on one live process, with your team reviewing every output.
- Prove. Results measured against the targets you set.
- Scale. Agents extended across the Office of Finance, with training and support.
Book a consultation
Talk to us about AI for the Office of Finance.
Tell us about your organisation and what you would like to achieve. A senior consultant will reply by email.
Send us an enquiry
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