What does consultance.ai build?

Source-grounded AI deal desks and finance systems: diligence, reconciliation, financial close, reporting, underwriting, and compliance knowledge workflows, designed, deployed, and maintained end to end.

Who does consultance.ai work with?

Private equity funds, private credit teams, CFO offices, family offices, broker-dealers, and regulated finance teams that need faster, traceable workflows around confidential financial and deal data.

What makes a finance AI system trustworthy?

Material outputs need source links, verification states, approval controls, audit logging, and a clear exception path. The system automates the intelligence work while the finance or deal team retains judgment and final approval.

How long does an AI deal desk or finance automation build take?

A scoped proof of concept typically runs on representative data first. Production timing depends on data condition, integrations, deployment requirements, and the number of workflows in scope.

Do you transfer code and IP?

Yes. Code and IP transfer at every milestone. No subcontractors, no offshore handoffs, a direct line to the engineers building.

Do clients own the system?

Yes. The engagement is designed around client-owned code, prompts, data, and deployment. The team can run the system independently or retain consultance.ai for support and further build work.

Consultance.ai library

Workflows and agents worth your weekend.

Built in public · Take them free

These are about 40% of what we actually build. Pull them down, run them, keep them.

Explore the library Search builds Build one with us

Finance and data Business operations Big 4 advisory Developer automation Marketing automation

All builds

The full library, no carousel needed.

How the library works

Pick a workflow. Read the guide. Decide what to build.

Each page is a straight read. What the workflow or agent does, how to install it, what breaks in production, and where consultance.ai is worth bringing in to wire it into the actual business.

Browse the builds

library.flow

library → setup guide → implementation call

01Choose a build from the library below

02Read the plain-English overview and business use case

03Follow the basic installation path and setup notes

04Check risks before connecting real business data

05Use the consultance.ai CTA when you want it implemented properly

Founder-tested

Every repo here has been run by us or by a client. No drive-by recommendations.

Setup, not theory

Each page is a working install path. License notes and production warnings included.

Built to buy back

When you want it wired into your CRM, inbox, and team instead of running it yourself, that is our AI workflow automation and AI business consulting work.

Library categories