Finance Automation, Data & AI

Engineered to run the work your team still does by hand.

One governed data layer, automated processes, and intelligence over the top, built on the Microsoft platform you already own.

The engine

Supporting performance and scale.

What you get

Connect. Automate. Build. Assist. Govern. Ask.

Unified Data

One governed source bringing finance, actuarial, policy and market data together, ready to trust.

Automated Workflows

Reconciliations, close tasks and regulatory submissions that run on schedule, consistently and at scale.

Purpose-built Apps

Bespoke applications that retire the spreadsheets and manual workarounds your team lives in today.

AI Copilots

Embedded copilots that surface answers, draft the commentary and take the first pass at the work.

Governance & Security

Permissions, validation and a complete audit trail, so every number is owned and defensible.

Natural Language Access

Ask in plain English and get instant answers, summaries and the next step to take.

The Stack

The job each application does.

A good platform isn't one tool, it's a stack where each part has a job. Here's the foundation we build on, from where your data lives to the screens your team works in, all on the Microsoft platform you already own.

Dataflows Gen2 & Power Query

It cleans, shapes and combines data from your different sources into consistent, reusable tables, so whatever happens next, storage, automation or analysis, starts from trusted figures.

Dataverse

A secure, governed data layer that your apps and automated processes share, so everything works from one consistent model with permissions, validation and audit built in.

Azure SQL

A reliable, query-ready home for your core relational data, the dependable base that your applications, automations and reporting all build on as volumes and complexity grow.

OneLake

One unified lake where everything lives together, so every app, process and AI model draws from the same place rather than a scatter of copies and extracts.

Power Automate

It runs your processes hands-free, connecting systems, moving data and triggering the right actions, so routine work happens reliably without anyone touching it.

Power Apps

It turns your data and processes into custom tools your team actually uses, replacing spreadsheets and manual forms with proper apps built around how you work.

Microsoft Fabric

It brings storage, pipelines and modelling together in one governed platform on top of OneLake, so your data, automation and AI all run off a single trusted source.

Intelligence out of this world

With a governed data foundation and automation already in place, AI does the thinking, drafting, predicting, and answering, built on Microsoft's AI stack and disciplined like everything else.

AI Builder

AI Builder predicts what is likely to happen next, which tasks will slip and which returns need attention, reads data straight from documents, and turns your figures into written month-end narrative.

Copilot Studio

We create bespoke copilots that connect to your systems, so your team can ask questions in plain language and be guided through a close, a reconciliation or a return step by step.

Copilot

Copilot sits in Excel, Teams and Outlook, drafting, summarising and analysing on request, so the assistance comes to your people where they already work.

Get started!

The work your team does every month doesn’t have to stay manual.

Pick a process and we’ll turn it into something automated, connected,

and scalable.

Built and run by Chartered professionals, the people who'll do the work, not a sales team.