01
Back-Office AI Agents
The checking work that eats your finance team — premium audit, bordereaux, commissions, reserves — done continuously, with every exception routed to a person.
Ingest · reconcile · verify · communicate
DetailPrincipal-led AI engineering
AI that shows
its work.
We build AI that takes on the back office’s heaviest checking work — audits, reconciliations, closings — and proves every number it touches. The cost drops by half or more.
Premium & claims audit — Q2 2026Always-on
Work queue
Premium bordereau
MGA 081 · $2.41M
Commission calc
MGA 114 · $30,967
Loss runs
Q2 · 3,418 rows
Reserve estimate
Large loss · $410K
Cash application
April · $863K
Commission calc · MGA 114
VarianceSources
bordereau_q2_mga114.xlsxpremium $247,450
producer_agreement_114.pdf · §4.2rate 7.5%
Determination
Expected commission$18,559
Reported$30,967
Variance$12,408
Confidence 0.84 — below 0.92 floor → routed to human review
Decision trace recorded
ConfirmRoute to ops
Recreated from the production system · figures representative
Premium & claims audit — Q2 2026Always-on
Work queue
Premium bordereau
MGA 081 · $2.41M
Commission calc
MGA 114 · $30,967
Loss runs
Q2 · 3,418 rows
Reserve estimate
Large loss · $410K
Cash application
April · $863K
Commission calc · MGA 114
VarianceSources
bordereau_q2_mga114.xlsxpremium $247,450
producer_agreement_114.pdf · §4.2rate 7.5%
Determination
Expected commission$18,559
Reported$30,967
Variance$12,408
Confidence 0.84 — below 0.92 floor → routed to human review
Decision trace recorded
ConfirmRoute to ops
Recreated from the production system · figures representative
CustomersBCGAccelerantDigiKeyDefense Health Management Systems
Technology partnersSnowflakeAWSGoogle CloudAnthropic
01 / What we build
Three ways in.
02
AI-Ready Data Ecosystems
When nobody trusts the data, every AI initiative stalls in review. We rebuild the layer underneath — one government health program is replacing 160+ warehouses with governed, AI-ready data products.
Producer/consumer model · automated lineage
Detail03
AI Operating Model & Org Design
Funding decisions, kill criteria, named owners — the operating change that keeps the system alive after launch.
Strategy · org design · executive enablement
Detail02 / Results
The numbers, as delivered.
Quarterly audit time−75%✓ verifiedSpecialty insurance group
Automated accuracy99% → ~100%✓ verifiedWith human validation
Loan closing time30 days → 24 hrs✓ verifiedAI mortgage platform
Back-office cost−75%✓ verifiedAI mortgage platform
Annual run-rate savings$75M✓ verifiedHealthcare org redesign
Cloud spend−$50M / yr✓ verifiedMulti-cloud optimization
✓ = measured on a delivered engagement
See the work03 / How we build
Built to survive your audit committee.
Built inside your environment — your documents never leave your perimeter.
Confidence floor0.92 ✓
Human reviewOn exceptions ✓
Decision traceEnabled ✓
Fallback pathRules + manual queue ✓
Designed in — not added later
04 / Engagement
Four to six weeks to a working system.
01
Discovery
Document the workflow with your experts. Define success measures.
02
Architecture & build
System design, data contracts, agent and UI build.
03
Test & validate
Extended testing against historical work. Tune until it proves out.
04
Measured outcomes
Demonstrated results, governance review, production decision.
Then production: we build the full system, train your operations team, name the owners, and hand off runbooks. Every engagement ends with a system that runs without us.
Book a strategy session05 / Signals
When teams bring us in.
The reconciliations are leaking money
Across the specialty market, manual commission and bordereaux work leaks 3–8% and eats 3–10 days a month. Most teams know it — and can't staff their way out.
A pilot worked — and the audit committee said no
Human review, controls, ownership, and reporting were never defined. We define them, then build to them.
AI is being funded everywhere — except your back office
Finance leaders watch AI ship across the company and ask where their value is. That question is usually the first call.
Your strategy firm recommended the system — now it has to exist
We build alongside the world’s leading consultancies, inside their client engagements.
06 / Principals
Principal-led, start to finish.
Linda Apsley
Managing Partner & CEO
Aligns the mandate, the business case, and the operating change so the work sticks.
CTO, GEICO$1.2B remit · $150M annual savings
Head Architect, CitiArchitecture across 3,000 engineers
CareerAmazon · Microsoft · Time · Capital One
Allan Carroll
Managing Partner & CTO
Turns the workflow into a dependable system: architecture, controls, product-grade engineering.
CTO, LoanFlow30 days → 24 hours · 5.6× productivity
CTO, FamilyLink100M users · 40M monthly active
CareerSingleStore · Microsoft Research
Bring the workflow, the constraint, and the business case.
We’ll tell you whether AI belongs in the answer — and what a four-to-six-week proof would demonstrate.
Book a Strategy Session
30 min · with a managing partner · no deck