Leading research on the path to Financial AI.
We believe in creating beneficial technology that empowers humans to make better decisions and live in balance with the demands of a faster-moving world.
Research
We research emerging technologies and how to align them with human values.
Our research is always focused on outcomes that are technically sound, generate predictable and accurate results, and ultimately enhance the human experience at work.
Current areas of focus
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Eliminating the frustrating tasks and rediscovering joy in our work.
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Anybody can access complex insights.
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A new way to work less with better results.
Automation with AI
Giving humans dignity in their work.
How can AI-powered automation help us find more purpose and joy in our work?
Research Objectives
Eliminate repetitive and frustrating work, simplify complex tasks, and set humans free to realign their intellect and creativity with their passion.
Target Implementations
LLM Routing and Task Completion: Training systems to complete accounting workflow tasks based on natural language requests.
Self-Learning Workflow Generation: Training systems how to learn workflow patterns and decision hierarchies on their own based on human actions, creating repeatable, predictable workflows without programmatic inputs.
Key Technologies
Large Language Models (LLMs)
Instruction-tuned models
Workflow logic models
Machine learning and neural networks
Financial Tools with Language Models
Giving everyone access.
How can we make the right information accessible to everyone?
Research Objectives
Make complex financial and data insights accessible to anyone, leveling-up the financial literacy skills of everyone.
Target Implementations
Natural Language Reporting Query: Making financial reporting accessible with simple requests. Training financial data query models with natural language inputs using LLMs.
Natural Language Tax Query: For tax teams — Making tax resources (Tax Code, CRA Rulings, Tax Case Law, etc.) accessible with simple requests. Provide a situational brief and have all relevant resources returned to the user with links to source material.
Natural Language Assurance Query: For audit teams — Workflow acceleration with human-supervised, compliant methodologies, including automation of some testing, sample selection, team-coordination, client questionnaires, contract summarization, prior-year file query, etc.
Key Technologies
Large Language Models (LLMs)
Instruction-tuned models
Language sequencers
Semantic search
Statistical models
Sampling models
Regression models
Agile Methodology in Finance
Redefining “work” for the better.
How can we succeed in our work and guarantee balance for our mental health, families, and the things that matter in life?
Research Objectives
Organize and execute financial workflows using the Agile Methodology to emphasize continuous collaboration and improvement. Eliminate the waste in financial cycles and empower people to be healthy and still accomplish great things.
Target Implementations
Bookkeeping: Adopting an Agile Mentality and adapting Scrum Processes to work with the mix of recurring and ad hoc work found within the bookkeeping cycle.
Public Practice: Developing practical guidance and methodologies for public practice engagements.
Big Goal: End the idea of “busy season” with a new approach to tackling seasonal work.
Industry Teams: Developing practical guidance and methodologies for industry teams while adapting to the diversity of structures and objectives across companies.
Big Goal: 2-day month-end close for all finance teams.
Key Technologies
Automation models
Behavioural models
Work management software
System integrations
