AI for financial modelling: capabilities and limits

Outcome: The finance function has a clear, usable method for deciding where AI may assist financial modelling, what must be verified and where human responsibility remains absolute.

Who this is for: CFO, Finance Director or FP&A leader wants finance teams to use AI in modelling while preventing fabricated inputs, broken formulas, lost auditability and misplaced confidence.

AI for finance

Buy as much help as the problem deserves.

Each depth is complete in itself: you can stop after any of them and still have your money's worth.

Depth 1

The answer

OctaFlow reviews the team's models, recurring tasks, controls, data sensitivity and proposed AI uses. The customer receives an approved-use map, prohibited-use map, verification method, control requirements, workflow changes, training route and implementation plan.

Finished when your team can carry out the plan without us.

$2,500
Depth 2

The working method

OctaFlow installs `FINANCE_AI_BOUNDARIES.md`, modelling-use rules, data-handling instructions, prompt and input standards, calculation checks, reviewer requirements, source and assumption logs, representative failure cases and sign-off templates.

Finished when your team runs it on real cases and it holds.

$7,500
Depth 3

The full system

OctaFlow builds the controlled workflow around agreed modelling tools, data access, calculation checks, versioning, review gates, source tracing and approval. AI assists bounded tasks while the customer retains model ownership and financial accountability.

Finished when it works under real conditions we agreed in advance.

$35,000A 25% deposit commences the work. The remaining 75% is payable on completion.

A person reads every order before work starts. If it is the wrong fit, we say so and refund it. Prices are in USD and Octaflow adds no VAT or sales tax.

Proof and ownership

The answer passes when finance leadership can approve each proposed use. The working method passes when representative modelling tasks expose planted numerical and reasoning errors. The full system passes when live models preserve source, formula, assumption, reviewer and version traceability.

Commercial terms: Prices are in USD. OctaFlow adds no VAT, sales tax or other transaction tax. For any selected depth priced above $10,000, a 25% deposit is payable to commence and the remaining 75% is payable when the work is completed.

Standard exclusions: Travel, software licences, hosting, third-party data, external regulated opinions, major migration, custom applications and 24/7 support unless separately agreed.

Your business should get smarter every time it solves a problem. Even when we helped.

Five terms sit in every engagement, agreed before work starts. None of them can be traded out, at any depth, at any price.

training on your data never

Nothing you share with us teaches anyone else's system.

what we build for you yours

Files, rules, test cases and the record of what changed, in formats you can read.

model and provider swappable

Switch models, switch suppliers or step away from AI altogether. What we built still works.

decisions that matter your people

Automation does the carrying, never the choosing.

exit and handover day one

Handover, documentation and deletion of our access are agreed before we start.

For larger organisations
Work inside your perimeter or your cloud GDPR-aligned handling, agreed in writing Evidence an auditor can open Procurement-ready documentation Reference conversations on request

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