01
Audit-ready by default
Every agent action, every model output, every human approval is logged against the transaction it touches. Evidence for the auditors is a by-product of the work, not a project.
AI Services
Treasury-specific AI, built on the stack you already run
We have been embedding AI into corporate treasury since long before Copilot had a name. Agentic workflows, in-Teams copilots, BI with AI-drafted commentary — all audit-ready, explainable and controlled.
In practice
Agents, reports and copilots already in production
The work looks like what treasury already does — agents that reconcile, copilots that draft variance commentary, Power BI reports that explain themselves. Built on your tenant, grounded on your certified measures, logged into the same audit backbone as the rest of Microsoft 365.
Nothing novel in the security model — that's the whole point. Copilot Studio for orchestration, Microsoft Fabric for the data spine, Azure OpenAI and Anthropic Claude for reasoning, Purview and Sentinel for the governance you already run.
Built on
The stack your IT function already signed off on
No parallel data plane, no second identity provider, no new vendor risk assessment. We build on the Microsoft platform finance already owns, add Claude where the reasoning quality matters, and inherit the controls your M365 estate runs on.
Microsoft 365 Copilot
Microsoft Fabric
Anthropic Claude
Where we focus
Three areas where AI pays for itself in treasury
More areas are in flight — workflow automation, data lake and Microsoft Fabric foundations — and will be added to the ribbon above as each is productised.
01
Agentic AI
Multi-step agents that reconcile, triage forecast variances, draft approvals and chase confirmations. Human-in-the-loop gates and a full audit trail on every action.
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02
AI with MS 365 Copilot
Copilot Studio agents surfaced inside the Teams channels treasury already works in. SSO, Graph permissions and tenant governance — not a separate chatbot to log into.
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03
BI Reporting
Power BI and Fabric-backed treasury reporting with AI-generated commentary, anomaly callouts and natural-language Q&A over the semantic model.
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Practical, treasury-specific AI is not a chat box on top of a TMS. It is forecasting that is honest about its uncertainty, anomaly detection that actually catches what you would miss, and copilots that live inside your process.
How we build
AI that survives the same scrutiny as the rest of treasury
Four principles we refuse to compromise on, no matter how fast the model landscape moves.
02
Explainable, not magic
Models that surface their confidence and the features that drove each call. Black boxes do not get signed off by treasury committees and we do not ask them to.
03
Lives inside your controls
Runs on your tenant, your SSO, your data perimeter. Access controlled via Azure AD groups and the approval chain your IT team already signed off on.
04
Human-in-the-loop where it matters
Agents propose, treasury approves. The line between autonomous and assistive is drawn case by case with the risk owner — not by the vendor.
Start a conversation
Ready to put your treasury to work?
Book a 30-minute diagnostic call. We'll tell you within the hour whether we can help, and where the biggest wins likely sit.
Or email us directly at [email protected]