Case studies

Finance, BI, and AI working as one — four anonymised examples.

Names and sensitive detail are removed. The patterns, deliverables, and outcomes are real — and reflect how we combine finance services, BI delivery, and AI tooling for Irish businesses.

Finance × AI

AI-driven bookkeeping for a growing SME

Challenge

An owner-managed business was drowning in paperwork — receipts, invoices, supplier statements — and the books were always a month behind. Manual keying ate evenings; year-end was always painful.

Approach

Moved the business onto cloud accounting with AI-powered document capture. Receipts photographed on a phone get coded automatically. Bank feeds, supplier statements, and customer invoices reconcile with AI-suggested matches that a human approves in minutes.

Delivered

Cloud accounting setup, AI receipt capture app, automated bank reconciliation, weekly close cadence, and a real-time cash flow dashboard.

Outcomes

Books move from monthly to weekly close. Year-end stops being a fire drill. Owner spends evenings with family — not typing in receipts. Cost of bookkeeping materially lower than the previous manual arrangement.

Finance × BI × AI

From spreadsheet packs to AI-powered dashboards

Challenge

Monthly reporting depended on a fragile spreadsheet chain owned by two people. KPIs differed between the board pack and the operational dashboards. Finance was spending more time compiling than interpreting.

Approach

Started from finance outcomes — performance, cash, profitability — and worked backwards. Built a KPI catalogue with finance ownership, then a semantic model and curated marts. AI sits on top: drafting commentary, flagging anomalies, and answering ad-hoc questions through conversational analytics.

Delivered

Governed KPI catalogue, finance-led semantic model, AI-powered executive dashboard suite with embedded commentary, automated month-end pack, and a “ask your data” conversational interface.

Outcomes

Reporting cycle compressed from a multi-day grind to next-morning availability. KPIs reconciled across dashboards and board pack. Finance capacity shifted from compilation to commentary — augmented by AI drafts.

VAT × AI

AI-checked VAT returns — exposure caught before filing

Challenge

A multi-entity Irish business was repeatedly issuing corrections after VAT filing. Manual checks couldn't keep up with transaction volume; mistakes were costing time, money, and Revenue goodwill.

Approach

Built an AI pre-submission check layer over the existing VAT process. Every return runs through automated tests for treatment, threshold, supplier coding, and cross-period anomalies. Anything unusual is surfaced before filing — with the supporting transactions linked.

Delivered

VAT pre-submission AI checks, exception workflow, supplier coding rules, ROS-ready filing pack with evidence trail, and a quarterly VAT health report.

Outcomes

Material reduction in post-filing corrections. Revenue exposure caught and corrected before submission. Confidence in returns restored — and finance time freed for higher-value work.

Start-ups

Start-up package — finance, BI & AI on day one

Challenge

A first-time founder needed everything: a limited company, cloud accounting, VAT and payroll handled, and visibility into cash and runway from week one — without paying a Big Four price tag.

Approach

Bundled the full start-up offering into a single package. Company formation through Companies Office, cloud accounting set up with AI document capture, VAT and payroll onboarded, and an AI-built starter BI dashboard showing cash, runway, and core KPIs from day one.

Delivered

Limited company set up, Revenue and CRO registrations complete, cloud accounting live, VAT and payroll onboarded, founder advisory hours included, and a starter dashboard generated by AI in days — not months.

Outcomes

Founder trading within weeks, finance back-office handled, real-time visibility into cash. Total cost a fraction of the traditional start-up service quoted by larger firms.

Where would you start?

If any of these patterns sound familiar, a discovery call will surface your highest-value first move.

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