FP&A is the natural language of better decisions
If your financial data isn't clean, structured and easy for both people and agents to retrieve, AI won't improve your efficiency or your decisions, it will just move your problems faster. We work alongside your finance and BA teams to fix the foundations and build on them.
FP&A services that fix the foundations first.
Four ways we embed with your finance and BA teams, from process audit and reporting workflows to data architecture and capability uplift.
Embedded BA: process audit and AI opportunity map
A business analyst works alongside your team for a period. Every process documented, every report mapped, every manual step understood. We'll report back on where AI automation and agents will have the highest impact, prioritised by effort, value, and readiness.
AI-enabled financial reporting and variance analysis
Most finance teams produce the same reports the same way they did a years ago. We restructure your reporting and variance analysis workflows so they're interpretable by agents, faster to produce and more useful in decisions. Leaving more time to support the organisation to decide.
Data architecture for AI readiness
Before AI can improve your decisions, it needs to find your data. We audit and restructure your financial and operational data so it's actually usable by agents and accessible by the people who need it. The very unglamorous work that unlocks your team to run faster.
BA capability uplift: AI in your team's workflow
Your BAs are some of the most AI-leverage roles in the organisation. We upskill them to use AI across analysis, documentation, and stakeholder communication, working alongside your team so the learning sticks. Lindsay leads these sessions with the practical instincts of someone who has done the work.
Ready to strengthen
your FP&A foundations?
Book a session with our FP&A services lead to scope an engagement.