Book your free AI audit.

We put a dollar number on your most expensive recurring workflow and tell you straight if AI fixes it.

No pitch. Keep the written audit even if you walk.

What we ship for finance operators
PE / Private Credit
Diligence in 2 weeks, not 3 months
$250K saved per deal · APPROVE/DECLINE verdict with source citations
Insurance
Claims intake and triage automated
Policy lookup, coverage matching, and exception flagging — without a human in the loop
Tax Advisory
Document extraction at scale
K-1s, returns, and supporting schedules parsed and mapped — hours to minutes
Broker-Dealer / RIA
Reconciliation running itself
30–40 hrs/mo of cash-app and wire matching → automated · deployed inside your VPC
Operators we've shipped production AI for

Across real estate, property management, and marketing ops — same engine, applied to repetitive human work.

RSB Realty
One pane of glass replacing four disconnected tools.
Read the case study
Property Network
Inbound leads handled 24/7. SDR cost cut to a fraction.
Read the case study
Regal Realms
Booking and Airbnb payouts reconciled automatically.
Read the case study
Will my data leave my environment?+

No. Everything runs inside your VPC — your data never leaves your environment.

What actually happens on the call?+

35 minutes. You describe the workflow, we attach a dollar number to it and tell you straight whether AI moves the needle. No pitch deck.

Is there any cost or commitment?+

It is free. You get a written audit in your inbox after — yours to keep even if you walk. No obligation.

Founder on every call Your data never leaves your environment Written audit yours to keep — no obligation
The first 30 days

From booked call
to deployed build.

Today

Calendar invite hits your inbox

Zoom link. Pre-call doc. Three questions. That is it.

Step 01 / 06
Day 0

35 minutes. We map the cost.

You describe the workflow. We attach a dollar number to it and tell you straight whether AI moves the needle or doesn't. No pitch deck.

Step 02 / 06
Day 1–3

Written audit in your inbox

What we'd build, what it costs, what it returns. Yours to keep even if you walk.

Step 03 / 06
Week 1–2

Working prototype on your data

You see the system handle your real edge cases before you sign anything.

Step 04 / 06
Week 3–6

Build and deploy

Production code, monitoring, human checkpoints, and team training. Handed over with the playbook.

Step 05 / 06
Day 30+

Iterate or hand off

Optional flat retainer for ongoing builds. Or you take the repo and run.

Step 06 / 06
After you book

Lock it in. Bring the team.

Add to calendar

Drop it into Google, Apple, or Outlook in one click.

Open

Forward to a teammate

Loop in whoever owns the workflow we'll be discussing.

Open

Reach us directly

founder@consultance.ai — we respond within 12 hours.

Open

See you on the call.

Bring the workflow that shouldn't need humans anymore. We'll map it, price it, and tell you straight if it's worth building.