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consultance.ai

Consultance workflows

The workflows we build.
Each one runs in your tools.

Deal desks, diligence systems, reconciliation, and reporting. Connected to your sources and deployed around your controls, with review built into the workflow.

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Private by designReviewable outputsBuilt to be owned
ConsultanceDeal room to decision
01

Run a complete sequence.

Move from intake to structured work without asking your team to recreate the context at every handoff. The system carries the mechanics; people keep the judgement.

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ConsultanceMaterials shaped for the room
02

Made to fit your process.

A durable workflow reflects the way your firm thinks, speaks, reviews, and delivers. We build around your templates, systems, permissions, and the work already in motion.

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ConsultanceMonitoring with a review trail
03

Run when the work calls for it.

Start a workflow by hand, on a schedule, or when a meaningful event occurs. A review point stays visible before any consequential action moves forward.

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ConsultanceExceptions linked to source records
04

Pull from sources you trust.

Bring approved external research together with internal files and systems. Keep the evidence, permissions, and source trail close to every draft and decision.

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Workflow capabilities

Intelligence across
the operating workflow.

Connect the recurring work of the firm, from transaction materials and diligence to monitoring, close, and reporting.

Investment committee

A sourced readout that keeps assumptions, open questions, and the next owner visible.

Management presentation

Turn a working model and a document set into a structured, reviewable first narrative.

CIM assembly

Reconcile the story across materials before a deal team spends hours polishing the layout.

Diligence requests

Find the missing evidence, draft the question, and route it to the person who can answer.

Covenant surveillance

Pull the relevant terms and flag where a threshold needs a human look.

Cash application

Match routine activity, isolate exceptions, and leave an audit-friendly reason beside each action.

Close commentary

Move from variance data to a reviewable explanation without losing the source trail.

Private knowledge

Bring policies, precedent, and internal work into a permission-aware answer format.

Target screening

Standardize the first read across a long list without pretending the judgement is automatic.

Built around the room

Systems for every
finance team.

Choose a starting point. We will scope the workflow around the systems, source material, and review rhythm already in place.

See it in practice

Private credit

Covenant monitoring reduced to one click, inside the loan system you already run.

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Private equity

The data room lands, and the first read is done before the kickoff call.

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CFO and back office

Cash applied, statements reconciled, the close staged. A person signs before anything posts.

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Investment banking

The CIM drafts itself from the data room. Your analysts argue the story, not the formatting.

See it in practice

Other industries

Mainly finance, but the pattern travels. Whatever your team keys in by hand, one button.

Build architecture

What every system includes.

From foundations through deployment and operations, each capability supports the workflow you need to put into practice.

Services

AI Deal Desk Systems

Services

AI Implementation Services

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AI Business Consulting

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AI Strategy Consulting

Services

AI Workflow Automation

Services

AI Agents

Services

RAG Systems

Services

Voice AI

Services

Custom AI Development

Bring one workflow to a 30-minute audit.

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