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We're unique because our team combines two rare skillsets: ACA-qualified finance professionals who are also AI technology leaders. Our founder and delivery team include:

• Former Big-4 who were part of AI Research Teams
• ACA-qualified professionals with 10,000+ hours of experience
• Finance experts who've implemented new tech at scale
• Technology experts who understand your language, processes, controls, and month-end pressures

While most firms offer either:
• Finance expertise without deep AI knowledge, or
• AI expertise without finance qualifications

We bring both. Every project is led by professionals who have:
• Qualified as certified ACA accountants
• Led finance transformations
• Worked in the highest of demanding projects
• Actually sat and built great relationships with finance teams

This means you get practical solutions that:
• Work within your control environment
• Deliver measurable time savings
• Actually solve finance team problems
• Can be implemented without disrupting operations

The best starting point depends on your current AI maturity and immediate needs. Here's a simple guide to help you choose:
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For Teams Just Starting Out:
Our Finance AI Readiness Scorecard provides a comprehensive assessment of your team's AI readiness, helping prevent costly mistakes and building a solid foundation for your AI journey.

For Teams Seeking Efficiency:
If you know there are inefficiencies but aren't sure where to start, our AI Savings Finder conducts a detailed analysis of your processes, identifying specific opportunities for improvement and quantifying potential savings.

For Teams Ready for Change:
The Board-Ready Strategy service is perfect when you need a comprehensive plan for AI implementation. We'll create a detailed business case and implementation roadmap that meets executive and board requirements.

For Teams Ready to Implement:
Our Done-For-You Deployment service takes care of everything from implementation to training, ensuring your team gets maximum value from AI with minimal disruption to operations.

For Complete Digital Transformation:
Many finance leaders choose to progress through all four services as part of a structured transformation journey. We'll help you:
• Assess your readiness
• Identify specific opportunities
• Build your business case
• Implement for success

Each service builds on the insights from the previous one, but you can start wherever makes most sense for your organization's needs.

We understand the pressures on finance teams and have designed our services to minimize disruption while maximizing impact.

Here's what to expect:

Readiness Scorecard:
A focused 2-3 hours of executive time spread across one to two weeks. We schedule around your availability and avoid month-end periods.

For Process Analysis:
We typically need 4-6 hours from key team members, broken down into:

Initial discovery session (90 minutes)
Process walkthrough sessions (2-3 hours total)
Validation and feedback meeting (60 minutes)

For Strategy Development:
Senior stakeholder involvement of 4-8 hours over 2-4 weeks, including board presentation preparation and refinement. We structure this around your board meeting cycles.

For Implementation:
‍Training and setup are tailored to your team size and project scope, with sessions scheduled around your month-end close and critical deadlines. We ensure core operations are never disrupted.

As qualified professionals regulated by the ICAEW/ACCA, maintaining the highest standards of security and professional conduct is fundamental to our practice.

Our approach combines this professional oversight with enterprise-grade security protocols:
• Professional Standards & Regulation
• Bound by ICAEW's/ACCA's strict ethical and professional guidelines
• Adherence to confidentiality requirements of practicing certificate holders

Our Team's Credentials
Each project is led by accredited professionals who understand both the sensitivity of financial data and the importance of maintaining robust controls.

Our team includes:
• ICAEW/ACCA regulated chartered accountants
• Data Science specialists
• Risk and compliance experts
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Security Implementation
We apply the same rigorous standards expected in financial audits to our AI implementations:
• Comprehensive audit trails
• Detailed documentation of all changes
• Clear segregation of duties

Data Protection
Our processes align with both professional accounting standards and data protection requirements:
• Advanced encryption protocols
• Strict access controls
• Continuous monitoring

We believe in value-based pricing that reflects the real costs you're currently absorbing. Let's put this in perspective:

The True Cost of DIY AI Implementation:
300-400 hours of senior finance time researching solutions
6-12 months of trial and error
Risk of investing in wrong solutions
Opportunity cost of your team's time
Hidden costs of mistakes and rework

Compare this to working with our qualified experts:
• Clear, fixed pricing aligned with delivered value
• Implementation in weeks, not months
• Proven solutions that work first time
• Your team stays focused on core responsibilities

Value-Based Investment Structure:
Unlike traditional consulting firms that charge open-ended fees, our pricing is:
• Fixed and transparent
• Linked to specific deliverables
• Structured to deliver 2-3x ROI within year one
• Designed to avoid the hidden costs of DIY approaches

Our Value Commitment:
We're obsessive about delivering value because we believe in building long-term partnerships, not quick wins.

This means:
• We'll tell you if we don't think a service will deliver enough value
• Regular ROI tracking and reporting
• Clear success metrics agreed upfront
• A 10-day refund guarantee if you're not satisfied within the first phase of any service

We'd rather have a delighted customer for life than a one-off project. That's why we focus on ensuring every engagement delivers measurable value that far exceeds the investment.

Absolutely. We design our solutions to enhance, not replace, your existing technology infrastructure.

System Compatibility
Our solutions work with your systems and financial software. We take a pragmatic approach to integration, ensuring your existing investments are leveraged effectively. If you're unsure, reserve your discovery call

Implementation Approach
We follow a proven methodology that includes:
Detailed systems assessment
• Integration planning and testing
• Phased rollout to minimize risk
• Comprehensive documentation
• Full technical support throughout

The result is ready integration with your current processes, maintaining all controls while adding new AI capabilities.

We're finance people who love what we do - which means we speak your language and actually get excited about efficient month-end closes! Our team brings a unique blend of professional expertise and genuine enthusiasm to every project.

The Personal Touch:
• You'll work directly with senior team members (no junior bait-and-switch)
• We celebrate your wins as much as you do
• Regular cups of coffee (virtual or real) to discuss progress
Clear communication without the consulting jargon

Our Working Style:
Having worked on some of the most demanding Big-4 audits and transformation projects, we thrive under pressure. Our experience means:

• We're unfazed by tight deadlines - we've lived through enough year-ends and complex implementations to know how to deliver when it matters
• No challenge is too complex - we've handled billion-pound audits and multi-country transformations
• We stay cool under pressure - month-end stress? We've been there, done that
• We're always solutions-focused - Big-4 trained means finding a way forward, no matter what

Think of us as the colleagues who happen to be AI experts - we're here to make your work life better, not just deliver a project. We've pulled enough late nights during busy season to know exactly what keeps finance teams up at night, and nothing makes us happier than solving those challenges.

Don't be surprised if we get as passionate about your process improvements as you do - it's what happens when you combine Big-4 rigor with a genuine love for finance transformation!