New, with Accorian: a real-time AI governance framework for control drift in enterprise AI.Read the framework
A multi-company family office / private-markets group
One Trusted View Across A Multi-Company Portfolio
Embedded as a cross-portfolio AI delivery partner — shipping per-company financial apps today while building governed, conversational reporting across the whole holding.
The proof
The results, kept honest.
01
The challenge.
PMs, analysts and admins across a multi-company portfolio needed consolidated financial answers without writing SQL or wrangling Excel. Each company’s data was siloed, and any cross-company view had to respect strict company-level access boundaries. They needed both near-term delivery and a path to a unified reporting product.
02
The approach.
Embedded as a cross-portfolio delivery partner, shipping per-company financial dashboards and apps across the holdings.
A semantic store of each company’s financials with a natural-language query layer for consolidated rollups, cross-company comparison and variance — so non-technical users get answers, not query syntax.
Company-level scoping, RBAC, audit trails and a data-confidence layer designed in from the start, so consolidation never crosses an access boundary.
03
What shipped.
Delivered / in-UAT per-company financial apps across the portfolio, plus the design and in-build conversational NL-over-financials reporting layer with company-scoped governance.
Specialist AI builder, across the board
One builder, across the board.
We take your AI from strategy to outcome, with governance, audit, and evals built into every build. Start with a discovery call, or a quick audit.