Services/AI Consulting for Finance

We help finance leaders embed AI into finance.

Almost every CO we speak to says a version of the same thing: they're curious about AI, but with new tools appearing every day, it's hard to know what's useful, what's secure, and what's actually right for thier finance function.

That's where we come in! We are accountants and CFOs first. We know what a month-end close actually looks like, so we know which parts of it AI can carry and which parts it cannot.

→ Book a 30-minute call with DilipTalk to us
the problem we solve

Why most finance AI projects stall

It is rarely the technology. It is starting in the wrong place, usually with a tool instead of the data.

01

The ledger is messy, so any AI output is questioned and then ignored

02

Critical numbers live in spreadsheets that only one person understands

03

Teams buy a chatbot and expect it to fix a process problem

04

Nobody can tell the difference between a workflow, an agent and a bot, so scope drifts

05

No owner inside finance, so the pilot dies after the first busy month

06

No controls or audit trail, so it never gets past the board or the auditor

We start with data clean up, then automate the boring, then introduce agents where judgement is repeatable. In that order.

Full scope

What we handle, and what it means for you

01Workflow, agent or bot, what you actually need
A workflow is a fixed set of steps that runs on a trigger. A bot answers or actions one narrow task. An agent decides the steps itself against a goal, inside guardrails. Most finance wins are workflows first, agents later.
02Data clean up, the real starting point
Chart of accounts rationalised, supplier and customer masters de-duplicated, coding rules agreed, historic errors corrected. AI is only as defensible as the ledger under it.
03Getting out of spreadsheets
We map every spreadsheet that touches your close, decide which become system reports, which become automated workflows, and which genuinely stay manual.
04Automation roadmap
A sequenced plan with effort, hours saved and risk against each use case, so you know what to do in month one and what waits until month six.
05First use case, built and live
We build it, test it against real data, put it into production with your team and measure it.
06Controls, audit trail and governance
Permissions, approvals, human sign off and logging, so outputs stand up to audit and board scrutiny.
07Team enablement
Your finance people learn to run and extend it, so it survives after we step back.
08Path into Becide
When the data is clean and the workflows are stable, Becide gives you an AI agent grounded in your own ledger, plus automated receivables and alerts.
Who this is for

Right for you if…

  • You know AI should be in your finance function but you do not know where to start
  • Your close still depends on a stack of spreadsheets and one or two key people
  • You have tried a tool and it did not stick
  • You want a sequenced plan, not a pilot
  • You need outputs that survive audit and board questions
  • You want the people advising you to have actually run a finance function
How it works

How the finance automation journey runs

01

Step 1: Data clean up. Chart of accounts, master data and coding rules. Nothing else works until this does.

02

Step 2: Map the work. Every spreadsheet, handoff and manual step in your close, with hours attached.

03

Step 3: Automate the routine. Fixed workflows first, reconciliations, chases, alerts, reporting packs.

04

Step 4: Introduce agents. Where judgement is repeatable and the data is clean, an agent takes it on, with human sign off.

05

Step 5: Scale into Becide. An AI agent grounded in your ledger, connected read-only to the stack you already run on.

Most clients see meaningful hours returned by the end of step three, before any agent goes live.

FAQ

Questions CFOs ask us

What is the difference between a workflow, an agent and a bot?+
A workflow is deterministic. It runs the same steps every time a trigger fires, for example an invoice arrives and gets coded, matched and queued. A bot is a narrow task doer or responder, for example a chase email or a query answer. An agent is given a goal and decides the steps itself inside guardrails, for example reconcile this account and flag anything it cannot resolve. Finance should buy workflows before agents.
Do we have to replace our accounting system?+
No. We work in Xero, MYOB, NetSuite, SAP, QuickBooks and others. Automation sits around your system, and Becide connects read-only. No migration.
Why do you insist on starting with data clean up?+
Because AI amplifies whatever is in your ledger. Duplicate suppliers, inconsistent coding and orphan accounts produce confident wrong answers, and one wrong answer in front of the board ends the programme.
How do we get out of spreadsheets without breaking the close?+
Gradually and in parallel. We rebuild one spreadsheet at a time as a report or workflow, run both for a cycle, compare outputs, then retire the spreadsheet once it matches.
How long before we see something working?+
Typically four to six weeks from kickoff to a first live automation, assuming reasonable data quality. The roadmap is delivered inside the first two weeks.

Start your AI in finance journey with a 30-minute call.

Tell us what your close looks like today. We will tell you honestly where AI helps, where it does not, and what to fix first.

Book a 30-minute call with DilipCall us to inquire +61 452 596 775

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