AI audit
On requestAI Audit for Finance Teams
A structured AI audit that identifies where artificial intelligence creates value in your finance processes, and what to tackle first.
Our offers
AI advisory offers for finance teams
Audit, implementation plan, operating partner, fund system or team training: each offer answers a specific situation. Start with yours.
Where to start
Your situation, the offer that answers it
Find the sentence that best describes where you are.
Your situationMatching offer
- You want to know where AI can help you, and where to start.AI audit
- You want a method to move from diagnosis to the first deployments.AI implementation plan
- You have an AI strategy and need someone to drive it through to adoption.Operating partner
- You are a fund and want to equip due diligence, deal flow and reporting.Private equity
- Your teams need to build skills on concrete cases.Training
All offers
AI implementation plan
On requestAn AI implementation plan in four steps, from diagnosis to adoption
A method that starts from your real processes, ranks use cases by value and risk, then puts them into production with the teams who will use them.
Operating partner
On requestAn operating partner to move AI from strategy to execution
A partner who commits to the operational result: clarifying priorities, holding the timeline, bringing the right people together and checking that decisions reach the processes.
Private equity
On requestAI System for Private Equity
An AI system built for funds: accelerate due diligence, structure deal flow and automate investor reporting.
Training
AI Training for Finance
AI training for CFOs, private equity, venture capital and corporate finance. Practitioner-led programs, CPF and OPCO eligible.
Process
How it works
Three steps, in this order.
- 01
Describe your context
Your team, your tools, the tasks that take time and what you expect from AI. By call or in writing, whichever you prefer.
- 02
A scoping conversation
We go through what you described together: the processes involved, the constraints, the priorities. The aim is to pin down the need before talking about format.
- 03
A format proposal
You receive a proposal built on that conversation — audit, system or training — with what each option covers. You decide what happens next.
Frequently asked questions
Which offer should I start with?
If you do not yet know where AI can help you, the audit is the starting point. If the need is already identified, the implementation plan or the operating partner takes over. The “Where to start” table sums up the most common situations.
How does the first conversation work?
You describe your context, in a call or in writing. A scoping conversation then clarifies the need, and you receive a format proposal. You decide what happens next.
How are prices set?
Each engagement is quoted on request, after the scoping conversation, based on the scope agreed with you.
Can training complement an engagement?
Yes. Training programmes are offered separately and can complement an advisory offer. The catalogue lists the published programmes.
Torn between two offers?
Describe your context: the scoping conversation is there precisely to choose the right format.
Book a call