Document intake, multi-entity consolidation, and IFRS / charity-SORP-aware RAG — built for boutique financial advisory firms and CFO-as-a-service practices. From kick-off to production in 6 to 10 weeks.
Most boutique FP&A firms we talk to lose the same 5–10 hours per consultant per week to the same problems — before any client work starts.
PDFs, scanned receipts, supplier invoices, and bank statements arrive in 14 different formats. Your team spends mornings hand-keying numbers into spreadsheets that nobody enjoys reading.
Group structures of 8, 12, 30 entities reconciled in Excel with manual eliminations. One late adjustment breaks every downstream pack. Sign-off takes days.
New consultants take 6 to 8 weeks to internalise charity SORP, IFRS for SMEs, your firm's SOPs, and the quirks of every client. Your seniors carry the load until then.
We deliver one tightly-scoped AI engagement at a time, in 6 to 10 weeks, with code and infrastructure you own at the end.
A representative view of the document intake · validation · consolidation flow we ship for FP&A & CFO firms. Click between tabs, switch languages — the output is auditor-ready in whatever language your client reports in.
| # | Account | Description | GL | Bank | Variance | Status |
|---|---|---|---|---|---|---|
| 142 | 6210 · Marketing | Q2 brand campaign accrual | £48,200 | £22,800 | £25,400 | review |
| 187 | 3110 · Intercompany | Recharge to Acme FR | £128,400 | £99,800 | £28,600 | review |
| 311 | 1200 · Trade debtors | Aged receivable > 120d | £42,100 | £0 | £42,100 | review |
| 208 | 7010 · Rent | Q2 head office rent | £28,800 | £28,800 | £0 | clean |
| 219 | 4000 · Revenue | Subscription · SaaS | £284,100 | £284,100 | £0 | clean |
| 220 | 5010 · Cost of sales | Hosting · AWS EU | £18,400 | £18,400 | £0 | clean |
je_2026_q2_001.csv:88 · source: Stripe Q2 export£99,800ECB 2026-06-30A 30-minute call to discuss what would actually move the needle in your practice — whether that is intake, consolidation, junior co-pilots, or something we have not built yet.
We have run engagements with FP&A firms as small as 4 consultants. Below that, the maths usually does not work; we will tell you that on the call rather than waste your time.
Every engagement is scoped after a 30-minute discovery call and a short workflow walk-through. We send a written, fixed-scope proposal — with timeline, deliverables, and a transparent quote — within 5 working days. No obligation either way.
No, and that is not a useful pitch anyway. We replace the part of the day where senior accountants do work that an AI can do with a citation. Your team stays; their leverage goes up.
It does not, unless you say so. We deploy on EU-resident infrastructure (Scaleway / OVHcloud / Supabase EU), signed under DPA. For Anthropic / OpenAI we use enterprise endpoints with EU residency and zero-data-retention where available.
Book a 30-minute call. We will look at your actual workflow and tell you whether AI is the right answer, or whether it is not.
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