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Technology advisory
AI agents for finance work that used to need a person
Reading a compliance certificate, pulling KPIs from a board pack, tying out a data room: the repetitive reading and checking that fills analyst days. We build agents that do it reliably, with every output traced to source and a person signing off.
An agent is only useful if its output can be trusted in front of an investor, a lender or an auditor. So we design every agent around three rules: it shows its sources, it flags what it is unsure of, and it never sends anything onward without a review step.
The agents run on your documents in your environment. They can be triggered by an email arriving, a file landing in a data room, or a schedule. The output goes into the tools you already use: a spreadsheet, a dashboard, a memo template, a ticket.
What we deliver
- Document extractionFinancial statements, compliance certificates, CIMs and administrator reports read into structured data.
- Reconciliation and tie-outFigures compared across sources with breaks surfaced and explained.
- Screening and scoringOpportunities or borrowers scored against your criteria, with the reasoning shown.
- First draftsCredit memos, variance commentary and investor Q&A drafted from your data and templates.
Who this is for
SMEs and owner-managed businesses
A finance function without the overhead of one
See how we helpHospitality
Hotels, restaurants and tourism
See how we helpReal estate and construction
Developers, landlords, contractors and property funds
See how we helpLeasing and asset finance
Lessors, asset-finance providers and fleet operators
See how we helpPrivate equity
From deal screening to exit
See how we helpPrivate credit
Credit risk you can see early
See how we helpOther technology advisory services: Workflow automation · Finance applications · Data pipelines and dashboards · Finance transformation · Compliance and AML tools · Systems maintenance and support · Systems improvement · Data security and privacy
Start with one conversation.
Tell us what you are trying to fund, fix, value or automate. In a 30-minute call we'll tell you honestly what we can do, roughly what it involves, and what a first step would look like.