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Finance and accountancy
We help advisers, brokers, lenders and accountancy firms automate document-heavy work, with the testing and records regulators expect.
In short
UK finance firms get the safest AI wins from document handling: extracting data from statements and forms, drafting file notes and suitability letters for review, reconciling transactions and answering routine client questions. The FCA applies existing rules, chiefly the Consumer Duty, to AI. That means testing outputs for fair outcomes, documenting decisions and keeping people accountable.
Documents read and data extracted into your systems.
Meeting notes and letters drafted for adviser review.
Every automated step logged and explainable.
35%
of UK businesses with 10 or more staff used at least one AI technology in June 2026, up from about 12% in 2023
ONS, Artificial intelligence in UK businesses: 2023 to 2026 (July 2026)
10%
of UK businesses that use AI say they use it extensively
ONS, Artificial intelligence in UK businesses: 2023 to 2026 (July 2026)
The FCA has not created AI-specific rules. It applies existing frameworks, mainly the Consumer Duty and the Senior Managers and Certification Regime. Firms using AI in pricing, advice, servicing or communications should test outputs for fair outcomes, monitor for bias and harm, and keep records showing how AI is governed.
We build that evidence in: test sets, output monitoring, human approval steps and logs that make it clear who signed off what.
Document-heavy, rules-based work. Extracting data from bank statements, payslips and ID documents, drafting file notes and letters for adviser review, categorising transactions for bookkeeping and answering routine client questions all save significant time without handing decisions to a machine.
| Use case | Effort | Likely impact |
|---|---|---|
| Document data extraction | Medium | High: less manual keying per case |
| File note and letter drafting | Low to medium | High for adviser capacity |
| Transaction categorisation | Medium | High for bookkeeping teams |
| Client query assistant | Medium | Medium: fewer routine calls |
| Credit or suitability decisions | High | Needs strong governance; human decides |
We minimise data sent to any model, use providers that contractually do not train on it, encrypt data, restrict access by role and keep processing in the UK or EU where possible. We support your DPIA and keep audit logs for compliance reviews.
We design AI to support decisions, not make them. Under UK GDPR, solely automated decisions with significant effects carry extra obligations, and under the Consumer Duty firms must avoid foreseeable harm. Keeping a qualified person deciding is both safer and simpler.
It can be simple: a named senior person accountable for AI, a list of approved tools and tasks, human review of client-facing output, testing before launch, monitoring after, and a log of decisions. That fits the Senior Managers and Certification Regime and gives you evidence if the FCA asks how AI is used.
We provide a short governance template as part of the roadmap and fill in the technical parts for each tool we build, so compliance is not left until the end.
Your services, case volumes and systems.
Ranked use cases with controls for each.
Fixed-price build with documented testing.
Monitoring and support after go-live.
Still unsure? Ask us on a free 20-minute call.
No, AI is not banned. The Duty requires good customer outcomes, so firms must test AI outputs for fairness and suitability, monitor results and act on harm. We build testing and monitoring into every finance project.
It can draft sections from fact-find data and adviser notes, which the adviser then reviews and approves. The adviser stays responsible for the recommendation. The saving comes from structure and first drafts, not from automating advice.
Very. Transaction categorisation, document collection chasers, query handling and drafting client emails are strong use cases, especially around year-end peaks.
Every automated step is logged with inputs, outputs, model version and the person who approved it. That gives you an audit trail for internal reviews and regulators.
A focused workflow such as document extraction or file note drafting is usually live within four to eight weeks after scoping, with time savings measured against your baseline.
Our fixed-fee AI roadmap is £1,950 + VAT and includes a risk review of each use case. Builds are quoted at a fixed price after scoping.
Tell us what slows you down. We reply within one UK business day.
