AI consultancy
For finance heads and business owners who want to use AI in accounting, tax and compliance work without losing control of their data or their review process.
Credentials: Principal is DISA (ICAI) qualified, and has completed AI for CAs (AICA), Levels 1 and 2.
Work we do
- A review of your finance, tax and compliance workflows to find where AI helps and where it should not be used
- Use cases such as reconciliations, invoice and document extraction, questions over ledger data, draft MIS commentary and notice tracking
- Help selecting and configuring tools, and checking their data-handling terms
- Review checkpoints, audit trail and error logging, so a person signs off every output that matters
- A written AI-use policy covering client confidentiality and the Digital Personal Data Protection Act, 2023
- Guidance to your staff during implementation, and a review after an agreed period
Usually relevant when
You are starting out and unsure where to begin, or your team already uses AI tools informally and you want rules around them. Where software has to be built, we work with your technology team or vendor.
We do not design or implement financial information systems for a company we audit. The Companies Act, 2013 bars an auditor from doing so.