Our Engagements
Three ways to introduce AI into your finance workflow
Each engagement is fixed-fee, scoped in writing, and designed to leave your team — not a system — in control of your books.
Our methodology
How every engagement begins
Scope letter
Written before any work begins. Defines exactly what we will and will not do.
Process observation
We walk through your last close or AP cycle with your controller before writing any recommendation.
Written deliverable
A brief, playbook, or memo — not a dashboard. Written for your controller, auditor, or board.
Human sign-off
Every AI suggestion routes to a named approver. Nothing is posted without human review.
Engagement 01
Close Process Review
RM 1,300
A focused two-week review of your monthly close, accounts-payable cycle and reconciliations. We read your process documentation, walk through the last close with your controller, and write a brief on where careful AI assists might reduce manual handling — for example, line-item coding suggestions and invoice triage.
The outcome is a clear, prioritised list with notes on data lineage and audit implications, prepared with the next external audit in mind.
What you receive
- Prioritised brief on AI-suitable tasks in your specific workflow
- Data lineage notes for each recommended area
- Audit implications assessment for proposed assists
- Recommendation on whether to proceed to Invoice Triage Setup
Process steps
- W1 Documentation review and controller interview
- W2 Brief writing, audit implication review, and delivery
Engagement 02
Invoice Triage Setup
RM 5,180
A measured deployment of an AI assist that suggests GL codes and flags anomalies on incoming AP invoices. We integrate read-only with your accounting platform (SQL Account, AutoCount, Xero, or NetSuite), train on twelve months of your posted entries, and route every suggestion to a human approver.
Includes a six-week supervised pilot, an exception-handling playbook, and documentation suitable for sharing with auditors.
What you receive
- Read-only integration with your accounting platform
- AI model trained on 12 months of your own posted entries
- Six-week supervised pilot with acceptance rate tracking
- Exception-handling playbook for your AP team
- Auditor-shareable documentation package
Process steps
- W1–2 Data processing agreement, read-only integration, and training data review
- W3–8 Supervised pilot with weekly acceptance rate review and threshold adjustment
- W9 Playbook delivery and engagement close documentation
Engagement 03
Quarterly Finance Stewardship
RM 4,690 / quarter
An ongoing advisory engagement for finance leaders whose teams already use AI in close, AP, or expense workflows. Each quarter we examine the suggestions the system has made, sample the journal entries it touched, and write a memo for your audit committee.
Includes a private question line for your controller, alignment with MFRS and LHDN updates, and a closing annual review for your board.
What you receive each quarter
- Audit committee memo covering AI suggestion volume and acceptance rate
- Sample review of journal entries touched by AI suggestions
- MFRS and LHDN update notes relevant to AI-assisted workflows
- Private controller question line (async, business hours)
- Annual board review document (Q4 deliverable, no additional fee)
Choosing your engagement
Which engagement fits your situation
Use this reference to identify where to begin. Most clients start with the Close Process Review before proceeding to Invoice Triage Setup.
| Your situation | Close Review | Invoice Triage | Stewardship |
|---|---|---|---|
| You want to understand where AI fits before committing | — | — | |
| Your AP team processes more than 100 invoices per month | — | — | |
| You already use AI in your close and need oversight documentation | — | — | |
| Your audit committee has asked about AI in the finance function | — | — | |
| You want a deliverable your external auditor can review | |||
| You need GL coding suggestions in your current accounting platform | — | — |
Not sure which engagement applies? The discovery call is a thirty-minute conversation with no obligation — we will tell you clearly whether your workflow is a candidate for any of our services.
Shared protocols
Standards applied across all engagements
Read-only access only
We never request posting rights or administrative credentials. All platform access is read-only and documented in the engagement letter.
PDPA compliant practice
All engagements comply with Malaysia's Personal Data Protection Act 2010. Data processing agreements are provided for Invoice Triage and Stewardship clients.
Named human approver required
Before any AI workflow goes live, we confirm a named person holds approval authority. This requirement is documented in the exception-handling playbook.
MFRS and LHDN aware
All deliverables note the relevant MFRS and LHDN position. We update our guidance quarterly to reflect Malaysian regulatory changes.
No data retention post-close
Transaction-level data is deleted at engagement close. This commitment is written into our data processing agreement and observed without exception.
Written deliverables only
All outputs are brief documents designed to sit in your board pack, audit file, or controller's folder — not dashboards requiring interpretation.
Pricing
Clear fees, no variables
Engagement 01
Close Process Review
RM 1,300
Fixed fee · Two-week engagement
- Process documentation review
- Controller interview
- Prioritised written brief
- Audit implication notes
Engagement 02
Invoice Triage Setup
RM 5,180
Fixed fee · Nine-week engagement
- Read-only platform integration
- AI trained on your entries
- Six-week supervised pilot
- Exception-handling playbook
Engagement 03
Quarterly Stewardship
RM 4,690
Per quarter · Ongoing engagement
- Quarterly audit committee memo
- MFRS / LHDN alignment notes
- Controller question line
- Annual board review included
Start with a thirty-minute discovery call
We will tell you clearly whether your current process suits any of our engagements, and which one to consider first. No obligation to proceed.
Request a Consultation