AI for finance teams, built with a numbers operator in the room.
Reconciliations, reporting, controls, AP, FP&A. We embed senior AI engineers in your finance function with Shivam — ex Deutsche Bank, 99th-percentile modeller — on the engagement. Audit logs, segregation of duties and controls by default.
Most AI consultancies pitching to a finance function start with the marketing chatbot and end at the FP&A workshop. We start with the close. Where the hours are going every month-end, where the manual reconciliations live, where the reporting is held together by spreadsheets and overnight emails.
Shivam — ex Deutsche Bank, 99th-percentile modeller — leads the finance side of every engagement. James, Louis and Phil ship the production AI that wires into your ledger, your bank feeds, your invoicing system and your reporting stack. We have built against the same surface inside our own businesses for the last three years.
Reconciliations. Accounts payable. Invoice coding. Month-end reporting. Variance commentary. Forecast roll-forwards. Treasury and cash. Audit pack support. Monthly retainer plus transparent hourly delivery; most engagements pay back inside the first quarter.
A numbers operator on the engagement
Shivam on the call when finance is in the room. Ex Deutsche Bank, 99th-percentile modeller. He owns the Investment pillar at the Moonlabs Academy and supports founders through investor diligence; he brings the same rigour into client finance teams.
Controls and audit by default
Every model call logged. Segregation of duties respected. Human-in-the-loop on anything that touches the ledger or hits a journal. Defaults that survive an internal audit and an external one.
First-quarter pay-back
We start with the workflow that pays back fastest — usually month-end reconciliations or AP invoice coding. Most clients save more in the first quarter than the entire engagement costs.
Common questions.
Will the AI post journals or touch the ledger directly?
Only where you want it to, and always with a human-in-the-loop control until you and your auditors are comfortable. The default is draft-and-review — the AI drafts the entry or the reconciliation, a person approves it, and every step is logged. We move to higher-autonomy patterns only on workflows where the controls justify it.
How do you handle audit trail and SOC / ISO requirements?
Structured audit logs on every prompt, model output, override and approval. Per-user and per-system access controls. We deploy inside your cloud and inside your existing identity stack. We will sit with your information-security team during the diagnostic and answer the questionnaires honestly.
What kinds of finance teams do you work with?
Owner-managed SMBs, scale-up finance teams, mid-market finance functions and the FP&A or controllership offices of larger groups. Regulated industries are the natural fit because the constraints are clearer. CFO offices, finance directors and group financial controllers are typical buyers.
Will the AI replace the team?
No. The best-run finance functions use AI to remove the late nights and the manual reconciliations. The team gets time for the analysis the business actually needs. The headcount question depends on you.
What does AI for a finance team cost?
A monthly retainer reserves capacity and covers planning and oversight; delivery hours are billed transparently on top. Rate quoted on the first call once we have seen the close cycle and the systems landscape.
The full Forward Deployment offer
How engagements work: diagnose, build, operate. Engagement structure, pricing, and the four UK bases on one page.
About James, Louis, Phil & Shivam
The operators behind the work. £5m+ raised for their own companies, ~£10m across their broader career, AI-native since the week ChatGPT shipped.
More Academy entry points.
The Academy is one course with many doors. Each of these pages is a different entry point into the same twelve weeks.
AI for the close, the controls and the commentary.
Tell us where month-end hurts most. If we’re a fit, we’ll come back inside the week with a build plan, not a vendor pitch.
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