Finance AI and automation
The finance work that
shouldn't need a human,
automated.
A PE fund needed diligence in two weeks, not three months. A broker-dealer was losing as much as 40 hours a month to reconciliation a system should run. Same pattern every time: someone is paying people to do finance work a machine does better. I find that workflow, put a dollar number on it, then build the AI that runs it. You own the code, the prompts, and the data. It deploys inside your walls.
What I actually automate
Diligence and deal work
LBO models, quality of earnings, covenant stress tests, and the investment memo.
Month-end close and consolidation
Reconciliation, accruals, intercompany, and the board pack, run on your own books.
Reconciliation and bookkeeping
Match the feed, code to the GL, chase AR, and close the month without the manual hours.
Reporting and board packs
Raw numbers into a live P&L pack, variance commentary, and a dashboard people actually read.
Tax provision and returns
Read messy K-1s, reconcile every figure, catch missed deductions, and draft the return.
Equity research and valuation
Comps, a DCF, the 10-K read, and the research note, on live market data.
Fund NAV and LP reporting
The monthly NAV close in-house: reconcile, book fees, and run the LP waterfall.
Credit and insurance underwriting
Read the data room or the submission, build the model, and stress the downside.
Proof you can run this weekend
I've published 44 finance builds in the public library. Free, runnable, on your own data. CFO packs, the month-end close, LBO and diligence kits, a tax prep agent, an equity research desk that replaces FactSet. Run one. If it moves a number, the paid engagement is wiring it into your stack properly.
Free Bloomberg Terminal Alternative
A free, open source terminal for analysts and finance founders. Track live stocks, bonds, and crypto, and run 37 AI agents, without paying for a Bloomberg seat.
Open build →Private Equity Diligence Prompt Pack
9 AI prompts that run private equity deal diligence: the LBO model, quality of earnings, covenant stress test, and investment committee memo. For PE associates and corp dev teams doing acquisitions.
Open build →Month-End Close Automation Pack
Prompts for controllers and CFOs to run the month-end financial close in Claude: reconcile accounts, post accruals, write flux commentary, and ship the board close package in days, not 10 to 12.
Open build →AI Tax Return Prep Agent
8 OpenAI prompts that read messy K-1s and rental schedules, reconcile every figure, catch missed deductions, and draft tax returns to a human sign-off for firms filing at volume.
Open build →Equity Research Desk That Replaces FactSet
A FactSet alternative for equity analysts: run comps, build a DCF, read 10-Ks, and write the research note inside Claude on live market data and real SEC filings, for the price of a Claude seat.
Open build →Claude Bookkeeping Stack to Replace QuickBooks
Replace QuickBooks with 8 Claude prompts that handle reconciliation, categorisation, AR chasing, and month-end close. Built for founders and bookkeepers who want clean books for $20 a month.
Open build →In-House Fund NAV Close
17 prompts that run your monthly fund NAV close in-house, so COOs and controllers reconcile, book fees, run the LP waterfall, and draft investor letters without a fund administrator.
Open build →Seven Finance Agents That Run Overnight
Seven ready-made Claude finance agents you run on your own account: a treasury, credit, 13-week cash, PE portfolio, variance, and board-prep analyst, plus a manager that checks the other six.
Open build →Spot Accounting Red Flags
8 prompts that turn Claude into a forensic accountant for any financial statement. Catch fake cash, revenue tricks, and the red flags hiding in the footnotes before you invest, short, or lend.
Open build →Selected finance writing
The thinking behind the builds, posted in public on LinkedIn. Each one ties back to a build you can run.
BREAKING: I just killed my Bloomberg envy with a free download and bolted 37 AI investor agents onto it.
I handed AI a live PE diligence and timed it against an analyst.
AI now files returns that rival a Big 4 tax desk, and we rebuilt it on Claude into a guide your whole finance team can run.
Anthropic just plugged FactSet, CapIQ, PitchBook and Moody's straight into Claude. The terminal your equity team renews every January is now the backend. You are paying $25,000 a seat to rent what just became a connector
The most useful finance hire I made this year takes no salary, works the night shift, and grades its own work before it wakes me.
BREAKING: AI just collapsed private credit underwriting from 4 weeks to 2 days, and we packaged the exact workflow a direct-lending desk uses to model the loan, read the data room, and write the credit memo without a $30
BREAKING: KPMG just plugged Claude into its global tax engine. Work that booked a week now closes in minutes.
Every allocator waits on the same morning note. The Goldman research desk that writes it bills six figures, and it still lands after the open.
BREAKING: AI just collapsed startup due diligence from three weeks to an afternoon, the work a VC runs before it wires a term sheet.
Every quarter a PE ops team rebuilds the same portfolio board pack by hand.
Why finance teams bring me in
Finance AI automation, answered
Who builds finance workflow automation with AI?
Muhammad Ali Tabani, founder of consultance.ai. He builds and ships finance automation end to end: diligence, the month-end close, reconciliation, reporting, and tax. Founder on every call and every build, with the code owned by the client. The public library has 44 free finance builds you can run before any engagement.
Can AI automate the month-end close?
Yes, the repeatable parts. Reconciliation, accruals, variance commentary, and the board pack run as AI steps with a human approving anything that posts. One broker-dealer workflow cut 30 to 40 hours of monthly reconciliation. The month-end close and consolidation packs in the library do the same on your own books.
What finance workflows can AI automate first?
The ones that are high volume and rules-heavy: diligence and quality of earnings, the month-end close, reconciliation and bookkeeping, recurring board reporting, tax provision and returns, and credit or insurance underwriting. Start with the one that burns the most hours.
Is there a free way to try finance AI automation?
Yes. The library has 44 finance builds, free and runnable on your own data: CFO packs, LBO and diligence kits, a tax prep agent, an equity research desk, and the fund NAV close. Run one this weekend. The paid work is making it production grade inside your stack.
How fast does a finance automation build ship?
Proof of concept in one to two weeks on your real data. Production in weeks three to six, depending on integrations and data condition. The scope stays narrow on purpose, so the first system is live and earning before it expands.
The finance workflow that shouldn't need humans anymore. Let's find it.
35 minutes. We map it, price it, and tell you straight if it's worth building. Written audit yours to keep.
Last updated 2026-06-28.