AI for finance
AI for financial processes with human oversight
We automate preparatory work with documents and measures without delegating the final financial decision to AI.
Discuss your project →Practical use cases
We begin with tasks whose result can be checked against a document, rule or agreed measure.
- Document classification and data extraction
- Reconciliation preparation and exception lists
- Management metric explanations
- Search across policies and methodologies
Required data
We align charts of accounts, reference data, periods, currencies, document versions and access rules. For management analytics, metric formulas are documented so a model does not replace definitions with statistical guesses.
Pilot boundaries
AI prepares a draft, match or explanation. Posting a transaction, approving reporting, or making a credit, investment or other financial decision remains with an authorised person and the existing control process.
Fit before scope
Is this the right starting point?
Use these criteria for an initial orientation. The final recommendation follows a review of your context, data and constraints.
A good fit when
- A process or decision that needs improvement is identified
- An accountable sponsor and result user are available
- A measurable outcome or quality criterion can be defined
Resolve this first when
- The goal is simply to buy unspecified AI without a defined challenge
- A guaranteed impact is expected before data are assessed
- No one is accountable for accepting the result
A verifiable first stage
What you can use to make the next decision
The exact scope is agreed before work begins. These are typical decision artefacts, not promised business results.
AI use-case matrix
Challenges compared by value, data availability, risk and ease of verification.
Pilot boundary
One process with defined users, sources, human oversight and stop conditions.
Decision criteria
Quality measures and a process to scale, refine or stop the initiative.
Five questions · no datasets or credentials
Frequently asked questions
Frequently asked questions
Can financial documents be provided to a model?
The environment, access and required fields are defined before the pilot. Data minimisation, masking and an approved deployment environment are used where needed.