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01 · Strategy

AI Strategy & Transformation

Strategy work answers three questions: where AI creates value in your business, in what order to pursue it, and how the organisation must change to sustain it. We deliver answers with budgets attached.

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  • AI Readiness AssessmentA fast, structured read of where you stand — often the entry point before a full Gap Analysis.
  • AI Transformation RoadmapSequenced 12–24 month plan with dependencies, budget ranges and stage gates.
  • AI Operating Model & Centre of ExcellenceWho owns AI, who approves models, how initiatives are funded and how capability compounds.
  • AI Adoption & Change ManagementCommunication plans, champion networks and role-based enablement so adoption survives launch day.
  • AI PMO & ROI MeasurementProgramme governance, benefit baselines and value-realisation tracking your CFO will trust.
02 · Governance

AI Governance & Risk

This is where a CA-led practice earns its difference. Governance isn't a document — it's a working system of policy, controls, evidence and accountability. We build it the way audit firms build control frameworks, because that's where we come from.

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  • AI Policy & Responsible AI FrameworkA practical, enforceable AI policy — acceptable use, data handling, model approval, disclosure — mapped to DPDP and sector rules.
  • AI Risk AssessmentStructured identification of model, data, security, legal and reputational risks with rated severity and treatment plans.
  • AI Controls DesignPreventive and detective controls over AI use: access, logging, human-in-the-loop checkpoints, output review.
  • Board & Audit Committee EnablementBriefings and oversight dashboards so directors can discharge their duty of care on AI credibly.
  • Shadow-AI DiscoveryConfidential assessment of the AI tools your staff are already using — usually the most urgent finding.
03 · Automation & Analytics

Where the savings actually come from.

Implementation work, scoped tightly and measured against a baseline we capture before writing a line of code.

FINANCE

Finance Transformation

Accounts automation, reconciliations, financial reporting, close acceleration and CFO dashboards.

AUDIT

Audit Automation

Internal and external audit workflows: sampling, testing, workpapers, continuous controls monitoring.

TAX

Tax Automation

Return preparation support, reconciliation of GST/TDS data, notice tracking and working-paper automation.

DOCS

Document Intelligence

Invoice processing, contract intelligence and extraction from unstructured documents at scale.

BI

Power BI Dashboards

Executive dashboards with governed data models — not just visuals, but numbers people trust.

PYTHON

Python Automation

Bespoke automation of repetitive workflows across finance, compliance and operations.

KNOWLEDGE

RAG & Enterprise Search

Retrieval-augmented chatbots and knowledge systems grounded in your documents, with source citations.

PROCESS

Process Mining

Discover how processes actually run — before deciding what deserves automation.

04 · Training & Enablement

Capability that stays after we leave.

Over 1,000 corporate sessions delivered and 12,000+ professionals trained. Programmes are role-specific, hands-on and measured by what participants build afterwards — not by feedback scores.

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  • Board & leadership briefingsWhat directors must know about AI opportunity, risk and their oversight duties. 90 minutes to half a day.
  • Finance & audit team programmesAI, analytics, Power BI and Python for finance professionals — taught by a CA who uses them daily.
  • Prompt & agent literacyPractical GenAI skills for every function, with your data-handling rules built into the training.
  • Train-the-championDeep enablement for internal champions who carry the capability forward.

Not sure where to start? Start with the gap.

The AI Gap Analysis tells you which of these services you actually need — and which you don't.