Tailored AI Consultancy for Finance Teams.
Every finance function is different. Different systems, different pressures, different levels of AI maturity. Training can take your team a long way — but sometimes what you need is someone to come in, understand your specific environment, and build something that works for you.
That's what finuity consultancy delivers. Working alongside your finance team as a specialist AI partner, we design and implement AI workflows, build governance frameworks, develop bespoke tools, and provide the retained advisory support to keep your AI programme on track as the landscape evolves.
Everything is delivered by an FCCA-qualified Financial Controller who has built AI solutions in live finance environments - not a project manager who has read the playbook. That means the work is grounded in real financial practice, professionally accountable, and built to last beyond the engagement.
What we do
Explore our range of services designed to help your finance function move forward with AI - safely, practically, and with confidence.
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Moving from individual AI use to team-wide adoption requires more than a policy and a few prompt templates. It requires someone who understands both AI and finance to map your processes, identify the highest-value opportunities, and build the workflows, documentation, and governance structure to support them.
We work with finance teams to design and implement AI across the function — from the first workflow to a complete operating model that covers which tools are used, for which tasks, by whom, and with what review process. -
Every finance function is different. The workflows that work for a 10-person charity finance team are not the same as those that work for a 50-person manufacturing business.
We build AI workflows and prompt libraries tailored to your specific processes, systems, and reporting requirements — fully documented, tested with your data, and handed over with the training to use them independently. -
A policy that lives in a shared drive and never gets read is not governance. We work with finance leaders to build AI policies and governance frameworks that are practical, proportionate, and actually used — covering approved tools, data rules, review requirements, audit trail obligations, and training for new team members.
For organisations that already have a draft policy from a finvo workshop, we can take that draft through to a finalised, board-ready document. -
AI in finance is not a one-time project. Tools change, processes evolve, and new use cases emerge. Ongoing advisory support gives you a qualified accountant with deep AI expertise available when you need them — to review new tools before they are approved, sense-check a workflow before it goes live, or support a specific implementation project as it develops.
Who this is for?
Consultancy is right for you if:
- You want to implement AI tools across your finance function
- You have completed a finuity workshop and want to take the implementation further
- You need a bespoke AI policy or governance framework
- You want someone to build and document your AI workflows rather than do it yourself
- You are a finance director or CFO who wants a trusted adviser to help navigate AI adoption at pace without the governance risks
How does it work?
Every engagement starts with a scoping conversation. We agree what you need, the shape of the engagement, and the deliverables before any work begins.
Engagements are tailored to your organisation. Some are a single focused project - a policy, a workflow library, an implementation plan. Others are ongoing retainer arrangements. Pricing is agreed at scoping and confirmed in writing before we start.