AI for finance

By taking arithmetic out of the model, which is the only approach that works. Numbers come from a database query, the ERP or a calculation engine; the model interprets, writes and answers questions about them, but does not add up. On top of that, every figure carries its source visibly — query, period, filter — and on a sample we verify that no number in the report was calculated by the model. A language model that adds up wrong presents it with the same confidence as if it were right, and that is the reason for the rule.

Yes, over API or an MCP server against SAP, Dynamics or whatever you run, and directly against the database when that makes more sense. The part that usually takes the most work is not the connection but agreeing which system is the source of truth when two disagree about the same period. That decision belongs to the finance team, not to us, and it has to be made before building.

It can, on one condition: the forecast comes from a statistical model with its confidence interval stated, and the language model only explains the result. Predicting is a statistical problem, not a language one. Be wary of any forecast presented as a single confident figure with no range: it is a sign nobody modelled anything and the number came out of generated text.

Only if you accept that, and in this function the answer is usually no. We deploy on Azure OpenAI or Amazon Bedrock inside your own subscription, so the data never leaves your cloud. In any configuration we use enterprise plans where data sent through the API is not used for training, and we can work on aggregates rather than individual records where the case allows.

Almost always consolidation and recurring reporting, not predictive analysis. Month-end is where the hours are, the work is mechanical, and the output can be checked against what the team already produces by hand — which makes it easy to demonstrate that it works. Analysis and forecasting come later, over data that already ties out.

Four to eight weeks to production for a consolidation and reporting scope, with something running from week one. It is quoted with fixed scope, price and date in a proposal 48 hours after the first call, and the price is driven by how many sources have to be connected and how clean they are.