AI deal diligence and finance automation
AI deal diligence and
finance automation,
built end to end.
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. The work is different, but the standard is the same: source-grounded outputs, a clear audit trail, human approval for material decisions, and a system your team owns. I find the workflow, put a dollar number on it, then build the AI that runs it inside your environment.
What I build for deal and finance teams
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.
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
10 AI prompts that run private equity deal diligence: the LBO model, quality of earnings, covenant stress test, investment committee memo, and a single file deal screen that shows the verdict with every driver traced to the prompt that produced it. 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
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 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.
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
No CFO trusts AI with company books on day one.
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.
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.
BREAKING: AI now runs the analysis that rivals a JPMorgan finance desk and we packaged it as an always on finance analyst your whole team can use.
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.
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.
400,000 people read about the morning note that writes itself before the open. This morning's note is the image on this post. Unedited.
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 $20 AI bookkeeper just replaced the $90,000 a year hire your competitors still pay for. And they just raised your bill 25 percent to build that same AI on Claude.
BREAKING: AI now runs the LP reporting desk that rivals an SS&C fund admin team and we packaged it as prompts your whole back office can run before the admin's draft even lands.
Why finance teams bring me in
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.