Real AI Implementations.
Real UK Enterprises.

The Challenge

Month-end close took 12 days with manual journal entries, multi-system reconciliations, and a 4-person finance team working overtime every cycle.

Our Solution

Deployed Finance AI agents to automate journal posting, bank reconciliation, and variance flagging. Integrated directly with Xero via n8n orchestration, with Claude handling document parsing and anomaly detection.

Results

• Month-end close reduced from 12 days to 5 days
• 7-month payback on full deployment cost
• Finance team reallocated to advisory work

The Challenge

Due diligence on mid-market M&A transactions required 2–3 weeks of manual document review. Junior associates spent 60%+ of billable hours on routine contract review that generated low client value.

Our Solution

Built a RAG pipeline using Claude with 200K context windows over the firm's iManage document store. The system extracts key clauses, flags risks, and produces structured diligence summaries with source citations.

Results

• Due diligence reduced from 2–3 weeks to 4–5 days
• 70–80% reduction on routine contract review time
• 1.2-month payback on Legal AI deployment

The Challenge

Processing 4,200 daily settlements across DTCC required manual exception handling, reconciliation checks, and compliance flagging — creating bottlenecks and operational risk at scale.

Our Solution

Deployed an AI agent that ingests settlement feeds, runs reconciliation against internal books, auto-submits to DTCC, and escalates genuine exceptions to human operators with full context.

Results

• Automated DTCC submissions and reconciliations
• Exception flagging with full audit trail
• Operational risk surface significantly reduced

The Challenge

Client onboarding and quarterly review preparation involved a 42-step manual workflow across CRM, portfolio systems, and compliance checks — taking advisors away from client-facing time.

Our Solution

Automated the full workflow with n8n orchestration and Claude-powered document generation. The system pulls portfolio data, runs compliance checks, and pre-drafts client review packs automatically.

Results

• £40–180k annual cost savings
• 13x ROI achieved in year one
• 42-step workflow fully automated end-to-end

The Challenge

Route planning was manual and reactive — dispatchers assigned runs based on gut feel, leading to suboptimal routes, excess fuel burn, and missed delivery windows during peak hours.

Our Solution

Built a custom routing AI that factors in real-time traffic, delivery windows, vehicle capacity, and ANPR data to generate optimised multi-stop routes. Dispatchers receive AI-ranked route options each morning.

Results

• 12–18% delivery time reduction
• 14% fuel cost reduction
• Dispatcher planning time cut by half