Services

AI automation services built for measurable business outcomes

Four focused ways to move from AI interest to working systems: strategy, workflow automation, finance intelligence, and team enablement. Each starts with the commercial problem and ends with something the business can use.

4
focused service areas
Weeks
to first useful delivery
CFO-led
commercial judgement
Hands-on
technical build

AI strategy consultant UK

AI Strategy & Roadmapping

A practical AI roadmap for leadership teams who need to know where AI is worth using, what to build first, what to buy, and how the investment will pay back.

Commercial Pain

You have seen the demos and pressure is building, but the business still lacks a prioritised plan, a proper business case, and a route from idea to implementation.

Commercial Outcome

A board-ready AI plan that ranks opportunities by impact, feasibility, risk, data readiness, and likely return.

Who it's for: Business owners, CEOs, CFOs, and leadership teams who need confidence before committing budget or distracting teams.

AI readiness assessment
Use case prioritisation
Build-vs-buy analysis
Board-ready strategy pack
Read the CFO guide to AI ROI

Typical Outcomes

  • 90-day, 6-month, and 12-month roadmap with named priorities
  • Use cases ranked by value, effort, systems dependency, and risk
  • Commercial business case that a finance team can interrogate
  • Clear decision points for pilots, tooling, governance, and delivery

Delivery Route

  1. 1Run a focused discovery workshop with commercial and operational stakeholders
  2. 2Review systems, data sources, reporting flows, and current manual work
  3. 3Model the opportunity size, delivery route, risks, and dependencies
  4. 4Deliver the roadmap, business case, and leadership presentation

Workflow automation consultant

Workflow Automation & System Integration

Automations that connect the systems already running your business, remove repeated manual work, and make operational processes more reliable.

Commercial Pain

Teams are exporting CSVs, re-keying data, chasing approvals, maintaining fragile spreadsheets, or relying on one person to move information between systems.

Commercial Outcome

Working automation that saves time every week, reduces error risk, and gives managers cleaner information without replacing core systems.

Who it's for: Operations, finance, and technology leaders who need ERP, EPOS, CRM, reporting, and workflow tools to talk to each other cleanly.

Process automation
ERP integration
Data pipeline build
Reporting and alerts
See reconciliation automation proof

Typical Outcomes

  • Manual handoffs removed from repeated finance and operations processes
  • Data flowing between ERP, EPOS, finance, and reporting systems
  • Exception handling and monitoring built into the workflow
  • Documented process ownership so the automation can be supported

Delivery Route

  1. 1Map the current process, failure points, ownership, and workarounds
  2. 2Design the integration route using APIs, data exports, databases, or scheduled jobs
  3. 3Build and test the automation against real operating scenarios
  4. 4Deploy with monitoring, documentation, and handover

Finance automation services

Finance & Operations Intelligence

Finance automation, forecasting, reconciliation, and reporting tools built by someone who has owned the numbers, the close process, and the board pack.

Commercial Pain

Finance teams are still spending too much time assembling reports, reconciling data, explaining stale numbers, and producing analysis after the decision window has passed.

Commercial Outcome

Faster close cycles, cleaner reconciliations, better forecasting, and management information that leadership can use while it still matters.

Who it's for: CFOs, finance directors, and operational leaders who want finance to become a decision engine rather than a reporting bottleneck.

Forecast automation
Automated reconciliation
Management reporting
Cash flow intelligence
See finance forecasting results

Typical Outcomes

  • Month-end and reporting processes shortened with controlled automation
  • Variance, stock, sales, and operational analysis available sooner
  • Board packs and recurring reports generated from trusted source data
  • Finance review retained where judgement and control still matter

Delivery Route

  1. 1Deep-dive the finance process, reporting cadence, and decision use cases
  2. 2Audit source systems, data quality, reconciliations, and ownership
  3. 3Build automated reporting, forecasting, or reconciliation workflows
  4. 4Refine with the finance team until the output is trusted and repeatable

AI training for business teams

AI Training & Enablement

Practical AI training for teams who need to use the tools confidently, understand the risks, and apply AI to real work rather than generic classroom examples.

Commercial Pain

People are experimenting with AI unevenly, policies are unclear, and the business has no shared view of what good, safe, useful AI adoption looks like.

Commercial Outcome

Teams that can use AI responsibly in day-to-day work, with enough governance to protect the business without stopping useful adoption.

Who it's for: Leadership teams, finance teams, operational managers, and business users who need practical confidence rather than technical theory.

Team workshops
Prompt training
Governance frameworks
Advisory support
Why the CFO background matters

Typical Outcomes

  • Clear internal rules for safe and useful AI use
  • Teams applying AI to real finance, operations, reporting, and admin work
  • Internal champions identified for continued adoption
  • Less dependency on external help for everyday AI use

Delivery Route

  1. 1Assess current skills, tools, concerns, and adoption gaps
  2. 2Design workshops around real business scenarios and data boundaries
  3. 3Run hands-on sessions with practical exercises and templates
  4. 4Follow up with governance guidance, office hours, or advisory support

Not sure which service you need?

Most useful projects combine strategy, automation, reporting, and team enablement. A short discovery call is the fastest way to find the right first move.

Book a Free Discovery Call