AI tool selection for finance teams

Outcome: The finance function selects tools that meet its actual analytical, control, security and reporting requirements under representative tests.

Who this is for: CFO, Finance Director, controller or finance systems lead must choose AI tools while protecting numerical accuracy, confidentiality, audit trail and compatibility with the finance stack.

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 defines finance use cases, data classes, control requirements, candidate criteria, integration needs, test plan, total-cost view and approval route. The customer can run the selection independently.

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

$2,500
Depth 2

The working method

OctaFlow installs `FINANCE_TOOL_STANDARD.md`, finance-specific vendor questions, numerical test cases, confidentiality assessment, auditability rubric, integration checklist, pilot protocol, result ledger and decision record.

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

$7,500
Depth 3

The full system

OctaFlow builds the secure evaluation and controlled deployment route across candidate tools, finance data, identity, approvals, testing, logging and post-selection monitoring. It may compose with Products 3, 9 and 12 under one scope.

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 the CFO approves requirements and the selection route. The working method passes when candidates face the same numerical, security and workflow tests. The full system passes when the selected tool enters operation with controls, monitoring and an exit route.

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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