Your sources, with permissions
Prepare operational summaries and draft routine work while preserving approval over consequential actions.
AI finance and operations assistants
Make routine operational work easier to prepare.
Prepare operational summaries and draft routine work while preserving approval over consequential actions.
Project valueQuoted to scopeNo payment before scope agreement
DeliveryAgreed with your quoteScoped after discovery; after brief, access and approvals
Your first milestoneDefine the taskA useful review point before the next stage
Helpful, bounded and inspectable
Evaluation before rollout
The assistant needs more than a prompt. Data access, tool permissions, evaluation examples and escalation rules determine whether it belongs in a real business workflow.
Human approval where it matters
Human review and escalation keep the agreed task connected to the people responsible for it.
In our clients’ words.
“ICM did a great job, on time and within specified budget.”
“Great job on the project!”
“I believe the website speaks volumes as to the quality of work ICM can produce.”
WHAT YOU RECEIVE
Your AI finance and operations assistants project, clearly defined.
Teams with a repeatable knowledge or operational task and an owner who can review examples and decisions.
Data connection
Agree the supported endpoints, authentication method, fields and trigger behavior. Test a normal run and representative failures, and document credentials ownership, usage limits and recovery without exposing secrets in logs.
Task-specific assistant
The brief defines the exact task-specific assistant required for ai finance and operations assistants. We show the named output at its review milestone and record any data, access or third-party dependencies before handover.
Approval and audit trail
Describe the trigger, each decision and the expected output, with clear approval boundaries. Exceptions are routed to a named owner instead of repeatedly retrying a business action without oversight.
Scope and requirements
No autonomous transfer of money or unreviewed financial advice is included.
Any additional work is scoped and priced for your approval.
THE DELIVERY PATH
From your brief to the finished work.
Follow the preparation, review and delivery stages for this service.
Define the task
List inputs, useful outputs, connected tools and actions that need human approval.
Build a testable slice
Review a working interaction with approved sample information.
Evaluate the edge cases
Test unsupported questions, failures and permissions as well as normal requests.
Release with oversight
Document usage costs, ownership, monitoring and escalation responsibilities.
What is included?
Includes Data connection, Task-specific assistant and Approval and audit trail. No autonomous transfer of money or unreviewed financial advice is included.
Will the assistant always be correct?
No. We use task-specific evaluations, appropriate citations and human handoffs rather than claiming perfect accuracy.
Can it use confidential business information?
Only through an agreed data-handling and access design. We confirm providers, retention settings and permissions before connecting sensitive sources.
Are model and infrastructure charges included?
Implementation and ongoing usage are different costs. Your proposal identifies model, hosting and third-party subscriptions separately.
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YOUR NEXT LEAP STARTS HERE
Ready to put AI finance and operations assistants to work?
Share the change you want to make. We will help turn it into a clear, practical project.