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 — 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.

What does consultance.ai do?

Consultance AI eliminates the intelligence work inside finance firms — diligence analysis, cash-application reconciliation, compliance knowledge lookups — by building bespoke AI systems deployed inside the client's own environment. You own the code, the data, and the IP. The data never leaves your walls.

How is consultance.ai different from AI software for finance?

Software companies sell tools. We deliver outcomes. Diligence that took 3 months and $250K in labor now takes 2 weeks. Reconciliation that consumed 30–40 hours a month runs itself. We build the system, deploy it inside your environment, and guarantee accuracy — your team reviews the verdict, we ran the work.

How do you handle data security for regulated finance firms?

Every system we build is deployed inside the client's own environment — AWS VPC, Claude Enterprise, or on-prem. Data never touches a public model or leaves the firm's walls. We operate to SOC 2 and ISO 27001 standards as a floor, with GDPR and encryption at rest and in transit included. This is the requirement we hear on every call, and it's built into every engagement from day one.

Who does consultance.ai work with?

PE funds, private credit firms, family offices, broker-dealers, RIAs, and regulated finance firms where deal or client data cannot leave the building, the workflow pain is quantifiable in hours or dollars, and the team needs to own the system — not rent a subscription.

How is consultance.ai priced?

Priced to the outcome, not the build effort. The AI Audit is the entry point — free, and it attaches a dollar number to your highest-cost recurring workflow. The build is a fixed scope quoted on a call after the audit, with an accuracy-guarantee retainer behind it. Every engagement starts with a scoped POC on representative data before full commitment.

What workflows does consultance.ai automate for finance firms?

Three core lanes: deal work (diligence, underwriting, blind re-underwrite with APPROVE/DECLINE verdict), ops work (cash-application reconciliation, wire matching, management reporting), and knowledge work (compliance lookups, WSP agents, instant cited answers from procedures manuals). The AI Audit identifies which lane applies to your firm.

AI deal diligence
and finance systems,
built for your firm.

We build source-grounded deal desks and finance automation for PE, private credit, CFO, and regulated finance teams. You own the code and the data.

Book the finance AI audit

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What we see

For every dollar spent on software, six are spent on the work underneath it.

Diligence. Claims triage. Document extraction. Reconciliation. Compliance lookups. We find the highest-cost recurring task in your operation and build the system that runs it instead of your team.

How we work

Five steps.
One engine.

We don't sell consulting hours. We ship AI systems that run, heal, and compound.

01 — Discovery call

Talk.
We
Listen.

30-minute call. You explain the business. We tell you honestly whether AI moves the needle or doesn't. No pitch deck. No fluff.

02 — Workflow audit

Map.
Every
Signal.

We map your workflows, data sources, and bottlenecks. We find the exact place an AI engine compounds output by 10–100×.

03 — Engine build

Engine.
Not
Chatbot.

We engineer a production AI system wired into your stack. Agents, RAG, evals, observability. It runs the work — not a demo.

04 — Self-healing ops

It
Heals
Itself.

Self-monitoring. Self-correcting. When the model drifts, it retrains. When something breaks, we get paged before you do.

05 — Long-term partner

In
The
Trenches.

Flat monthly retainer. Unlimited servicing. New workflows, new models, new wins — for as long as you'll have us.

Who we build for

Finance. Real estate.
Property management. Private credit.
And more.

The industries we have shipped in, and plenty we have not named yet. Anywhere repetitive human ops eat margin, we build the AI engine that runs it.

Pick your desk

One workflow. One button. Yours.

Private creditCovenant monitoring, one click.See it Private equityThe data room, read first.See it CFO and back officeCash applied before 9am.See it Investment bankingThe CIM drafts itself.See it Other industriesThe pattern travels.See it

Real estate brokerage · Dubai

Property Network

Real estate brokerage · Dubai

HNS Realty

Real estate brokerage · Dubai

RSB Realty

Property management · London

Regal Realms

Marketing agency · Toronto

Fazis Productions

Real estate developer · Pakistan

Chapal Builders

Real estate developer · Dubai

Palladium Developers

What we build

AI agentsVoice podsCustom CRMB2B SaaSRAG systemsWorkflow automation

Whatever you imagine

Whatever AI you can imagine,
we make it real.

Agents. Voice. Vision. Workflow automation. Predictive models. Custom RAG. Anything. Tell us the dream — we ship the engine.

Built on the stack we trust.

OpenAI

Anthropic

Vercel

Supabase

Next.js

React

Tailwind

Figma

Stripe

Linear

GitHub

n8n

The stack

Wired into the tools you already pay for.

Claude, GPT, Gemini, your CRM, your inbox, your sheets, your phone. One engine running across all of them.

The finance build

The diligence
accelerator that underwrites the deal.

Our finance build, the AI Deal Engine. It reads the data room, runs the diligence, and drafts the memo. Three months of work in two weeks, and the data never leaves your walls.

$250K

saved per deal

3mo→2wk

diligence timeline

40 hrs

recon → automated

data leaves your walls

← click any node to explore

The outcome

You review the verdict. We ran the work.

Finance. Insurance. Tax. Operations. If your team is doing work that follows rules and eats hours — we build the system that does it instead.

Working across

Dubai·London·New York·Toronto

Remote-first. On-the-ground when it matters. Time zones don't stop AI.

Built to scale with you.

Start with one workflow. Add the next. Never plateau.

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01 — Discovery call

Talk.
We
Listen.

30-minute call. You explain the business. We tell you honestly whether AI moves the needle or doesn't. No pitch deck. No fluff.

02 — Workflow audit

Map.
Every
Signal.

We map your workflows, data sources, and bottlenecks. We find the exact place an AI engine compounds output by 10–100×.

03 — Engine build

Engine.
Not
Chatbot.

We engineer a production AI system wired into your stack. Agents, RAG, evals, observability. It runs the work — not a demo.

04 — Self-healing ops

It
Heals
Itself.

Self-monitoring. Self-correcting. When the model drifts, it retrains. When something breaks, we get paged before you do.

05 — Long-term partner

In
The
Trenches.

Flat monthly retainer. Unlimited servicing. New workflows, new models, new wins — for as long as you'll have us.

AI deal diligence and finance systems,built for your firm.

AI systems for finance firms that can't let data leave the building.

AI systems for finance firms — deployed inside your walls, owned by you.

For every dollar spent on software, six are spent on the work underneath it.

Five steps. One engine.

Talk.WeListen.

Map.EverySignal.

Engine.NotChatbot.

ItHealsItself.

InTheTrenches.

Finance. Real estate.Property management. Private credit.And more.

One workflow. One button. Yours.

Whatever AI you can imagine,we make it real.

Built on the stack we trust.

Wired into the tools you already pay for.

The diligenceaccelerator that underwrites the deal.drafts the IC memo.stress-tests the LBO.verifies every claim.stays in your walls.underwrites the deal.

You review the verdict. We ran the work.

Built to scale with you.

Five steps. One engine.

Talk.WeListen.

Map.EverySignal.

Engine.NotChatbot.

ItHealsItself.

InTheTrenches.

Finance. Real estate.Property management. Private credit.And more.

One workflow. One button. Yours.

Whatever AI you can imagine,we make it real.

Built on the stack we trust.

AI deal diligence
and finance systems,
built for your firm.

Five steps.
One engine.

Talk.
We
Listen.

Map.
Every
Signal.

Engine.
Not
Chatbot.

It
Heals
Itself.

In
The
Trenches.

Finance. Real estate.
Property management. Private credit.
And more.

Whatever AI you can imagine,
we make it real.

The diligence
accelerator that underwrites the deal.

Five steps.
One engine.

Talk.
We
Listen.

Map.
Every
Signal.

Engine.
Not
Chatbot.

It
Heals
Itself.

In
The
Trenches.

Finance. Real estate.
Property management. Private credit.
And more.

Whatever AI you can imagine,
we make it real.