Sector — Financial services

AI in finance, without a leap of faith.

Regulatory reporting, customer collections, bank reconciliations: we map the real work of your finance teams, then score each task to say, plainly, where AI deserves your budget.

Typically for a finance function of 50 to 500 people.

EXAMPLE · fictional data
close · example
CloseControlReporting

01 — Value zones

Where the diagnostic typically finds value in finance.

01

Regulatory reporting

Periodic statements, filings and group submissions: cadenced, deadline-sensitive work that is often a strong candidate for AI assistance under human control.

02

Collections & follow-up

Receivables tracking and graduated reminders: a high-volume flow where regularity and tone matter as much as the amount.

03

Reconciliations

Bank reconciliations and matching: rule-based pairing where AI prepares the work and flags discrepancies, without ever settling an entry on its own.

04

Control & compliance

Anomaly detection and audit trails: the value comes from traceability and explanation, not from an opaque score.

01

The real work, before the tool

We observe the close, the exceptions and the data actually available—not an idealised version of the process. Every claim in the report traces back to an observation.

EXAMPLE · fictional data
flow · example
EntriesReconciliationApproval

02

A defensible score per task

Each use case is scored against visible criteria: business impact, feasibility, risk and full operating cost. No magic score, no promises.

EXAMPLE · fictional data
scoring · example

Impact86

Feasibility72

Risk41

03

A verdict, not an intention

Each task receives a clear decision—launch, test under control or wait—with an owner and a written stop condition. The verdict can be “automate nothing”.

EXAMPLE · fictional data
verdict · example
Launch01Controlled pilot02Not yet03

Confidential · EN / FR · on request

Start with the verdict.

Show us the work slowing your teams down. We will tell you plainly whether it deserves an AI solution.