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Home/AI & Automation

Data, Cloud & AI · Office of the CIO

AI and automation that earn their place

There is a lot of noise about AI right now. We help you find the work that is actually worth automating, then build it properly, from simple rule-based workflows through to Copilots and governed AI agents.

The AI question

Every vendor now sells AI. We help you tell signal from noise.

Some of it really does transform planning and close; some of it is marketing. We help you choose what is real, govern it properly, and build on financial data you can trust.

What you will be pitched

Platform-native AI Predictive forecasting AI copilots Agentic AI Governed financial data Human-in-the-loop Anomaly detection Close automation

Three levels of automation

Match the technology to the task

Not everything needs AI, and some things need more than a chatbot. We help you place each process at the right level, and build it properly.

01

Rule-based automation

Deterministic, high-volume workflows automated with Power Automate, Logic Apps and RPA, reliable, auditable, and fast to deliver.

02

AI-assisted workflows

Copilots and custom assistants that draft, summarise, classify and support your team on judgement-adjacent work.

03

Governed AI agents

Narrow, permissioned tasks that take action within guardrails you set, with human sign-off where the numbers matter.

In finance, that means

Where AI earns its keep in finance

The applications we see actually pay off, built on trustworthy financial data and kept under human control.

Predictive planning & forecasting

Machine-learning forecasts of demand, headcount and cost that feed straight into your plan, so forecasts are grounded in data rather than gut feel.

Scenario and what-if at speed

Generate, compare and stress-test scenarios in minutes, giving leadership real options before a decision is made.

Automated variance explanations

AI drafts the narrative behind the numbers, the why behind a movement, for management and board reporting, with a human check before it ships.

Anomaly detection in the close

Flag reconciling items, outliers and control breaks early, so the close is faster, cleaner and easier to trust.

Repetitive work
the rules-based, high-volume tasks we target for automation first
Hours
of staff time recovered every week for higher-value work
Fewer errors
with an audit-ready log on every automated step
Scale
without proportionally increasing headcount

What we do

From opportunity to operating capability

  • Automation opportunity assessmentWe map your processes and rank them by value, effort and risk.
  • Workflow & RPA deliveryPower Automate, Logic Apps and RPA for the repetitive heavy lifting.
  • Copilots & custom assistantsAssistants built on Copilot Studio and Azure AI Foundry, grounded in your data.
  • Governed agent designGoverned agents with clear guardrails and human oversight where it matters.
  • Integration & APIsConnecting the systems your automations need to reach.
  • Centre of excellenceBuilding your internal capability so automation keeps compounding.

Technology

Microsoft-first, model-flexible

We build on the tools you already own, then pick the right model for each task, from Azure OpenAI to Anthropic's Claude and open models, all governed within your Microsoft estate.

Power Automate Copilot Studio Azure AI Foundry Microsoft 365 Copilot Azure OpenAI Anthropic Claude Logic Apps Semantic Kernel Open models

What could you automate?

Tell us about a process that's eating your team's time and we'll show you what's possible.