Workflow assessment
A focused review of one finance workflow — reconciliation, reporting, onboarding or a risk check. We quantify the manual effort, identify the failure points and prioritise the three highest-value automations.
We automate the manual, rule-bound processes behind reconciliation, reporting and controls — measured against a baseline, with the audit trail and human review designed in from the start.
MITx-trained in statistics and data science · 10+ years in financial markets · Graz, Austria
Reconciliation, reporting, onboarding and control checks consume hours every week. Every manual step is a place where errors and audit gaps appear — while hiring is slow and expensive, and generic AI tools rarely understand the process, the controls or the exceptions.
Every engagement begins with the workflow you already run — and the evidence that it can be improved. We work in four steps, and we measure the result against the baseline we established at the start.
We map the workflow, the people and the exceptions, and agree what success looks like.
We measure today's manual effort, cycle time and error surface, so the change is provable later.
We implement one focused solution, with data quality, traceability and human review designed in.
We compare the result with the baseline and hand over documentation — not a black box.
The goal is not AI for its own sake. It is better information, clearer decisions and measurable operational improvement. — Our working principle
Each offer is narrow, fixed in scope and outcome-based. We would rather do one thing properly than promise a transformation.
A focused review of one finance workflow — reconciliation, reporting, onboarding or a risk check. We quantify the manual effort, identify the failure points and prioritise the three highest-value automations.
One automation, built end to end: agreed data and security conditions, human review where it matters, and measurable acceptance criteria before we start.
Ongoing implementation, vendor selection, governance and practical training for teams that need capability without a full-time hire.
No open-ended discovery. A finite, documented piece of work with a clear output.
A.I. Holding GmbH is an Austrian company based in Graz. We work on the practical side of AI in finance: automating repetitive, rule-bound work while keeping the controls and the audit trail intact.
Our approach comes from building and running businesses in regulated markets in Austria, and from more than ten years active in financial markets. That experience shapes how we treat risk, regulation and evidence — define the process, establish a baseline, test one change, and measure it.
We explain what a solution does, and where it can fail, in plain language. No black boxes, and no claims we cannot evidence.
Led by Patrick Ashrafi Gandjeh, Managing Director.
Finance teams at SMEs, boutique investment firms and family offices with a named, manual workflow that costs real hours — reconciliation, reporting, onboarding or a control check.
The assessment is a fixed fee. The pilot is scoped and priced after the assessment, once the workflow and the acceptance criteria are clear. No open-ended day rates.
We work on agreed data under a written scope and least-privilege access. Human review stays in the loop, and client data does not leave the agreed environment.
No. We automate what should be automated and leave judgement where it belongs. Sometimes the right answer is a better process, not a model.
An assessment takes one to two weeks. A working pilot typically takes four to six weeks, depending on the system access involved.
No. We are an AI implementation consultancy. We do not manage money or offer investment products.
Tell us which process is eating hours. We will reply within two business days with whether it is a fit — and what a first assessment would cover.
Book a 20-minute workflow call