Numiq works as an extension of your finance team, combining domain experts, designing AI agents, automation, structured delivery workflows to execute finance workstreams across diligence, research, financial modelling, FP&A, reporting, and accounting operations.
Domain experts. Intelligent workflows. Decision-ready outputs.
Numiq Workflow / Live
Discover · Design · Deploy · Operate
Manual Input
Source data, files, prompts
AI-assisted Step
Agents draft, extract, model
Human Review
Finance expert sign-off
Decision-ready Output
Memo, models, board pack, journal
Cycle time
12d → 3d
Human-in-the-loop
Always on
03 / THE GAP
Most finance functions have run pilots. Most are still doing the same manual reconciliations, the same memo drafting, and the same end-of-quarter scramble the week after.
01
Analyst teams spend the first three weeks of every deal compiling, cross-checking, and reformatting source data before judgment work can begin. The hours rarely show up in the deal memo.
02
Variance commentary, board packs, and forecast refreshes still depend on one or two senior people manually stitching outputs from four systems. Close week stretches because nothing happens in parallel.
03
Your stack already includes a BI tool, a planning tool, a data warehouse, and three spreadsheets that quietly run production. AI sits on top of none of them in a usable way.
04
The chat assistant ran a successful demo last quarter. It still has not touched a real finance workflow because no one owns the path from prototype to production.
04 / APPROACH
We work in four stages, each anchored to a finance workflow your team already runs. No abstract roadmaps, no parking lots of future-state ideas. Implementation beyond experimentation.
Map the diligence, close, reporting, and research workflows where AI leverage is highest. Output: a ranked workflow heatmap.
Specify the target-state workflow, the agent architecture, the human-review checkpoints, and the tooling that fits your existing stack.
Build and deploy inside your environment. Pilot on one live diligence file, one live close cycle, or one live research mandate. Ship to production.
Dedicated Numiq finance team with your AI-agents, defined review controls, and recurring performance tracking across throughput, exceptions, output quality, and analyst capacity released.
05 / SOLUTIONS
Six dedicated teams. Each one owns a defined slice of the finance function and ships AI-assisted output reviewed by senior operators.
AI-enabled support for research, financial analysis, market mapping, model support, and investment memo preparation.
Budgeting, forecasting, variance analysis, KPI dashboards, management reporting, and board-level reporting support.
Invoice processing, reconciliations, transaction classification, close support, reporting schedules, and accountant-reviewed outputs.
Market research, competitor tracking, sector analysis, company profiles, transaction research, and business intelligence.
Model builds, model audits, valuation support, scenario analysis, operating drivers, and investor-ready outputs.
Workflow design, AI agent setup, document processing, data extraction, reporting automation, and review workflows.
06 / AUDIENCE
Five buyer profiles. Each engagement is shaped to the workflows, review gates, and cadence those teams already run.
01
Cut diligence cycles, surface portfolio insights faster, and free deal teams from data-room compilation work.
02
Accelerate buyer mapping, CIM drafting support, and pitch material preparation without losing senior review.
03
Standardize investment memos, portfolio notes, and performance reporting across a wider mandate set with the same team.
04
Compress variance commentary, board reporting, and forecast cycles so finance keeps pace with the operating cadence.
05
Add capacity to close, reconciliation, and management accounts work without adding headcount one to one.
Not seeing your firm shape? The pattern usually still applies.
5 audience pillars / one delivery method
07 / IN PRACTICE
Every use case below is a real workflow a Numiq engagement can take from manual to AI-assisted to AI-native in a defined number of weeks.
Sample output · Diligence memo draft
Top 10 customers represent 62.3% of FY24 revenue. Logo concentration risk mitigated by 4.2-year average tenure and 118% net revenue retention. Source citations: file 21, file 33, file 47.
Human review
Required before send
08 / OPERATING MODEL
The three-step rhythm that runs across every Numiq engagement.
A dedicated finance professional supports ongoing finance workflows, while senior technology professionals run AI implementation diagnostics.
Solutions architects design the agent stack, integrate with your systems, and ship inside the workflow your team already uses every day.
Dedicated Numiq teams combine finance professionals, your AI agents, and structured workflows to deliver recurring finance work with human review built in.
09 / DIFFERENTIATION
01
Our teams have built models, run close cycles, and defended diligence memos. We speak the finance noun before we speak the AI noun.
02
We measure success by what changes in your close week or your data room, not by the deck we hand over at the end of the phase.
03
Every output that touches a controller, a board pack, or an audit trail passes through expert review before it lands.
04
Engagements range from a four-week advisory sprint to a multi-quarter implementation to a long-term managed delivery pod.
05
Co-located delivery across US, UK, Middle East, and India lets us run on your business hours, not ours.
10 / INSIGHTS
A working definition of AI finance consulting, the workflows it actually touches, and the readiness questions worth answering before any vendor walks in.
Read article
A maturity model from manual to assisted to orchestrated to AI-native, with the pillars and human-review controls that hold under scrutiny.
Read article
Twelve diligence workflows where AI compresses cycle time, the four that should stay senior-led, and the governance checklist to keep memos defensible.
Read article
11 / START
A focused 45-minute working session with the Numiq team. You leave with a ranked list of workflows, a feasibility view on each, and a recommended next step in writing within five business days.
What you walk away with
No software install. No NDA required to start the conversation.
Six fields. Sixty seconds.
12 / NEXT STEP
One conversation is enough to know whether a Numiq engagement is the right next step for your team this quarter.
