A fixed-scope AI implementation engagement for finance teams. We do not train your team on AI and leave. We build agents your team uses, write the governance policy your auditor signs off on, and certify two AI Champions on the way out.
Three to five production-ready agents built inside your tenant — close commentary, reconciliation, lease abstraction, regulatory filings, whatever applies to your finance function.
A written AI governance and risk policy aligned to your regulator (SEC, FCA, SOX, IFRS, BOJ and other regional frameworks) — reviewable by Group Internal Audit before sign-off.
One or two internal AI Champions formally trained and certified to maintain the build after handover.
A custom prompt library indexed to your software stack and locked to your data taxonomy.
NDA-protected access to your real files. We map the highest-leverage agent candidates and lock the Sprint scope.
We construct the agents inside your tenant. Daily progress, weekly demos.
Two of your team members are formally trained and certified to maintain the build.
We write the AI policy aligned to your specific regulator and walk it through Internal Audit if needed.
Final demo. Documentation. Champion certificate. The Implementation Partner conversation begins.
≤10 people, single entity
11–25 people, possibly multi-entity
Multi-entity finance organization
Fixed-scope and fixed-price, confirmed on your discovery call. Includes all preparation, NDA-protected pre-build, six weeks of facilitation, all written deliverables, and the final Champion certification ceremony.
Because production-ready agents need testing time inside your tenant, and writing a governance policy your audit committee will accept is not a one-week job.
Yes. The three-agent floor is firm; we can build five or six in a six-week Sprint, or extend to eight weeks for a more complex finance environment.
Most clients move into the Implementation Partner retainer so the agents stay current as Copilot and Claude evolve. Some teams self-maintain after Champion certification — both paths work.
Yes, mutual. Drafted at proposal stage.
Yes — that's the Champion track. Two of your team members work alongside me through the build and are certified to maintain it.
Book a 30-minute Sprint Discovery Call. We will look at your current state, the highest-leverage agent candidates, and whether the timing is right.
Book a Sprint Discovery Call