Bring the exceptions forward
Match the routine activity across your records. Put the unresolved items, their evidence, and their next owner in one review queue.
↳ Finance automation
AI for the close, reconciliation and reporting
Source-grounded systems for reconciliation, reporting and the repeatable work around financial judgement.
Book an auditKeep the close connected
Stage accruals, reconciliation and intercompany work around the review points your finance team already trusts.
Give reporting a source trail
Move from operating data to a management narrative without separating the explanation from its drivers and calculations.
The systems we install
Take the work that repeats. Give it a system that remembers.
System
AI deal desk and due diligence
Data-room ingestion, source-cited extraction, LBO models, quality of earnings support, covenant stress tests, and the investment memo.
Explore the workflowSystem
Month-end close and consolidation
Reconciliation, accruals, intercompany, and the board pack, run on your own books.
Explore the workflowSystem
Reconciliation and bookkeeping
Match the feed, code to the GL, chase AR, and close the month without the manual hours.
Explore the workflowSystem
Reporting and board packs
Raw numbers into a live P&L pack, variance commentary, and a dashboard people actually read.
Explore the workflowSystem
Tax provision and returns
Read messy K-1s, reconcile every figure, catch missed deductions, and draft the return.
Explore the workflowSystem
Equity research and valuation
Comps, a DCF, the 10-K read, and the research note, on live market data.
Explore the workflowSystem
Fund NAV and LP reporting
The monthly NAV close in-house: reconcile, book fees, and run the LP waterfall.
Explore the workflowSystem
Credit and insurance underwriting
Read the data room or the submission, build the model, and stress the downside.
Explore the workflowProof 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 buildLBO Structured Review Prompt Pack
For PE associates, lenders and corp dev teams reviewing a buyout: 12 prompts that pull a public target's filed numbers from SEC filings, build the EBITDA bridge, test debt capacity and write the committee memo.
Open buildMonth-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 buildAI 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 buildEquity 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 buildClaude 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 buildIn-House Fund NAV Close
For hedge fund COOs and fund controllers: 17 prompts that reconcile, independently price and strike the monthly NAV, book fees and run the LP waterfall in your own Claude, with an open source pricing engine.
Open buildSeven Finance Agents That Run Overnight
For CFOs, family offices and PE deal teams: 11 Claude prompts that stand up seven finance analysts as scheduled agents on your own account, an ad hoc ledger analyst that answers a board question with the source cell, plus treasury, covenant, 13 week cash, portfolio, variance and board prep seats, plus a reviewing manager that independently re-derives their numbers and blocks anything that fails.
Open buildSpot 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 buildSelected finance writing
The thinking behind the builds, posted in public on LinkedIn. Each one ties back to a build you can run.
Fincept Terminal Free Bloomberg Replacement
BREAKING: I just killed my Bloomberg envy with a free download and bolted 37 AI investor agents onto it.
pe-lbo-diligence-repost-v3-post
BREAKING: AI just collapsed private equity due diligence from 60 days to 2 weeks, and we packaged the exact workflow a deal team uses to build the LBO model, read the data room, and write the IC memo without a $250K asso
Firefly CFO Trust Ladder
No CFO trusts AI with company books on day one.
Goodbye Tax Pain - Self-Improving Tax Agent
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.
Expert Read booster (graft)
Not because the calls were bad. Because the seat sells access to a transcript and leaves the actual reading to a tired analyst at 6pm on a Friday.
Every Fund CFO Waits On The Same Twenty Portfolio Packs
Every private equity CFO waits on the same thing at month end. Twenty portfolio company packs, in twenty formats, from twenty finance teams who each built their own template.
Private credit underwriting repost (allocator treatment)
Private credit defaults hit a record this year and half the industry is still underwriting by hand. The desks that catch the PIK creep are not bigger. They are automated.
K 1 season (PwC tax)
A PwC tax pack that lands in September is not a busy season. It is a year of books the tax team never saw until the export.
T. Rowe Price Put Claude Inside The Investment Process, So I Ran My Own Coverage Before The Open
Every allocator starts the week waiting on coverage somebody else wrote.
Startup Diligence From Three Weeks To An Afternoon
BREAKING: AI just collapsed startup due diligence from three weeks to an afternoon, the work a VC runs before it wires a term sheet.
The Bookkeeper Test
Everyone says AI cannot do the books. So I gave Claude our real ledger, the one that pays for this business, and watched what a $90,000 bookkeeper actually does all day.
The Board Pack Is Green. The 13 Week Cash Forecast Is Getting Worse. Your Portfolio Team Has Not Been Told Why
The board pack is green. The cash forecast is getting worse. Your portfolio team needs to know why, and nobody in the pack is going to tell them.
Why finance teams bring me in
One person maps the workflow and writes the code. No strategy deck handed to a dev shop that quotes against a spec nobody recognizes six months later.
Every build starts with a dollar number. If I can't quantify what the workflow costs you, I won't pitch it.
You own everything: the code, the prompts, the data. Take the repo and run it yourself, or keep me on a flat retainer. Your call.
Go deeper by deal or finance workflow
Start with the full picture in the AI in finance operator's guide, then go workflow by workflow.
Finance AI automation, answered
Who builds AI deal diligence and finance automation systems?
Muhammad Ali Tabani, founder of consultance.ai. He builds and ships AI deal desks and finance automation end to end: due diligence, the month-end close, reconciliation, reporting, underwriting, 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 2026-07-09.
