We modernise, automate and integrate the workflows and technology your finance function runs on, shaped around your problems, your models and the way your team already works.
We modernise the models, workbooks and processes your decisions depend on as tested, versioned software, proven line by line against your current numbers before anything switches over. Your conventions stay. The key-person risk goes.
Management accounts, new curves, revaluations, covenant tests, lender and investor reporting: configured once, with checks, owners and approvals at every step. Your team reviews the output instead of rebuilding it.
We connect your source systems, deploy specialist AI agents on your own infrastructure and train the people who use them, so new tools become part of the process rather than another login.
Project finance, valuation and investment models, modernised into tested, versioned software with scenario runs and Excel export.
Actuals, revaluations, covenant tests and investor reporting across the portfolio, on one repeatable cycle.
Budget, forecast and actuals connected to the financial model, so planning and valuation work from the same numbers.
Bring your business priorities, the teams involved and the decisions you need to support.
We map the complete process, understand team responsibilities and identify where better tools, connections or skills would make a difference.
Your team defines responsibilities, ways of working, access and approvals across the workflow.
We connect your systems and build the agreed workflow, with practical guidance and training for the people who will use it.
Practise real scenarios, review the outputs and confirm your team can use the solution and handle exceptions.
We check results, handovers and approvals, resolve issues and confirm both the workflow and your team are ready.
Share feedback as your teams, projects and business needs evolve.
We maintain the solution, support adoption and develop the tools and skills your team needs as the business evolves.
People gather data, update models and prepare reports.
AI helps with tasks. People coordinate the process.
Recurring work follows agreed logic, checks and approvals.
Workflows share models, evidence and version history.
Work pursues objectives within a mandate. People handle escalations.
We automate recurring financial work and connect the models and reporting it depends on, while building the capability for greater autonomy.
We agree which AI services may process your models, documents and conversations, and what data they may use.
Your information stays in your infrastructure, with access, retention and recovery agreed with your technology and security teams.
Every result traces back to its assumptions, sources and model version, with a full history of changes and approvals.
What changes, how value is measured and where control stays with your team.
Have a question that isn't here?
When a model has become too important to depend on one person, when recurring reporting takes capacity away from analysis, or when you want AI in the process without your data leaving your servers. We start with one clearly defined priority.
No. We start by reconciling your existing workbooks like-for-like, and every model can be exported back to Excel for review. Excel becomes the place you inspect the work, not the place the work depends on.
We start with your existing workflows and build around your models, systems and approval requirements. Together, we decide what to connect, what to improve and what should stay as it is. Changes are introduced in stages, with practical training and guidance for each role. Your team tests the workflow on its own work before it becomes part of everyday practice.
The Agentic Team helps prepare analysis, investigate questions and review the work in the context of your financial workflows. Your team remains responsible for decisions and approves material changes. Financial outputs are checked against agreed reference cases, giving reviewers a basis to assess the answer and its supporting evidence.
The bespoke solution runs on your own servers, with your data held in your infrastructure. The AI environment is designed around your confidentiality requirements, including private open-source AI where appropriate. Any external AI processing requires your approval. We agree access, retention and training rules with your technology and security teams, then validate those boundaries before rollout.
Agree the measures before the work begins: time spent on a reporting cycle, turnaround on an investment case, rework or capacity released for analysis. Start with a focused workflow, compare the results with the starting point and use that evidence to decide whether to expand across more assets or teams.
Pricing depends on the scope of the modernisation work, the integrations required and the support your team needs. The commercial proposal sets out deliverables and costs for bespoke development, deployment on your servers and any approved third-party AI usage. Scope changes and ongoing support are agreed explicitly so you can assess the full commitment.
Your company owns the bespoke solution we build and runs it on its own servers. We agree training, handover and ongoing support at the outset, so your team knows what it operates and where Klaisson provides support. Ownership and any component usage rights are documented in the engagement terms.
