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Reconciliations by hand
Matching records between systems in spreadsheets, every month, and still not being sure every transaction made it across.
For accounting firms & finance teams
AI for accountants, built on numbers you can trust.
Month-end shouldn't mean days of reconciling spreadsheets and asking "does this match?". We automate the reconciliation, clean up the data underneath, and put practical AI to work inside the systems you already own. No new platform to buy.
Free, no obligationWorks with your existing systemsYour data stays in your environment
AI for finance: discovery callThe Data Guyz · Online
- 01Where your team loses hours: reconciliations, reporting, data prep
- 02Which of those tasks AI and automation can safely take on
- 03What your data needs before AI can be trusted with it
- 04A practical first step you can act on
Sydney based · Australia wideAzure · Power BI · Snowflake · GCP
Sound familiar?Your team is too valuable
Your team is too valuable
to be human middleware.
Most finance teams already have capable software. The time goes on the work in between: moving, checking and re-checking data by hand.
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Spreadsheets as the source of truth
Critical numbers live in files only one person understands. One broken formula and the board pack is wrong.
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Reports nobody fully trusts
Different dashboards give different answers, so every meeting starts with a debate about whose number is right.
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Client data kept too long
Personal and financial records held past their retention period are a privacy and compliance risk, and manual clean-up is hard to prove.
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Knowledge buried everywhere
Policies, procedures and past advice spread across SharePoint, inboxes and help desks. Finding the right answer takes too long.
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AI pilots that stall
You've tried AI tools, but the answers can't be trusted because the data underneath isn't clean, governed or connected.
What AI can actually do for youPractical AI and automation
Practical AI and automation
for finance work.
Not a chatbot bolted on top. Reliable data foundations first, then automation and AI where they genuinely save time, with your team in control of the decisions.
Automated reconciliation and exception reporting
Source-to-target checks run automatically, so your team reviews only the exceptions instead of ticking every line. The same approach delivered 99.9% data integrity and auditability for MetLife.
One version of the numbers
Governed data models feeding Power BI, with agreed definitions and automated quality checks, so reports match and stakeholders stop arguing about the figures.
Privacy, retention and de-identification on autopilot
Sensitive data classified, masked or de-identified, and records disposed of on schedule with audit-ready reporting, as we built for The Smith Family.
AI search across your firm's knowledge
Bring policies, procedures and knowledge base articles into one searchable, AI-ready environment, so staff find answers in seconds instead of hunting across systems.
Faster onboarding of new data
AI-assisted profiling and mapping of new client or entity data files with Noviq, with a person reviewing every recommendation before anything is built.
Get off legacy databases safely
Move ageing on-premise databases to the cloud with every object converted, validated and reconciled, so nothing goes missing on the way.
Who this is forBuilt for people who
Built for people who
own the numbers.
If you are responsible for financial data being right, on time and defensible, this is for you.
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Accounting and advisory firmsPartners and practice managers who want to scale without adding manual processing.
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CFOs and finance managersFinance teams in mid-sized and large organisations carrying month-end, reporting and audit load.
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Finance transformation leadsPeople tasked with "doing something with AI" who need it to be safe, governed and worth it.
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Regulated and data-sensitive teamsOrganisations handling personal and financial data that must be retained, protected and disposed of properly.
How it worksThree steps to
Three steps to
a clear plan.
No sales deck marathon. A practical conversation with the people who would actually do the work.
Book a call
Pick a time on our calendar and add a line about the process that's costing your team the most time.
Map the opportunity
We look at your systems, data and workflows together and identify where automation and AI will actually save time, and where they won't.
Get your next step
You receive a short summary and a recommended starting point. If we're a fit, we propose a scoped project that fits your budget.
What you'll walk away with
$0 · free discovery call
In one conversation you'll get:
- A shortlist of the finance tasks most worth automating in your team
- An honest view of whether your data is ready for AI, and what to fix first
- Options that use the software and cloud platform you already pay for
- A recommended next step, even if that step doesn't involve us
Why The Data Guyz
Your ecosystem. Your IP. Our engineering.
We don't sell software licences, so our only incentive is solving the problem.
No new platform to buyWe build inside what you already own: Azure, Microsoft Fabric, Power BI, Snowflake, Google Cloud or AWS.
You own what we buildTransparent SQL and Python, documented so your team can run and extend it.
Big Four quality, fractional costDelivered by the people who write the code, with no partner-level overhead.
ProofThe same problems,
The same problems,
already solved.
Trust in numbers, compliance with retention rules and searchable knowledge: we've delivered each of these for organisations where getting it wrong was not an option.
99.9%data integrity and auditability through automated reconciliationMetLife
100%of database objects migrated, validated and reconciledCoal LSL
On scheduleautomated data disposal and de-identificationThe Smith Family
16+ yearsof enterprise data delivery, including DeloitteFounder led
Client testimonial
He developed a Data Quality Framework, a scalable and flexible solution that automated data validation, integrity checks, and business rule enforcement, significantly reducing manual effort and improving reliability.
Srilata Nutakki, MetLifeThese engagements were with an insurer, a long service leave fund and a not-for-profit rather than accounting practices. The data problems are the same ones finance teams face every month. Read the case studies →
Who you'll talk to
Senior engineers, not a sales team.
Neeraj 'Rohan' Choraria · Founder & Principal Architect
16+ years of hands-on data engineering across financial services, insurance, government and retail, combining Big Four delivery standards from Deloitte with deep engineering execution in reconciliation, data quality, privacy and AI-assisted data engineering.
"I've spent 16 years seeing the same data problems appear in different organisations. The technology changes. The problems don't."
Google Cloud Professional Cloud Architect · Snowflake SnowPro Core · Microsoft Azure Data Analyst Associate · Google Cloud Partner · Snowflake Registered Partner · Anthropic Claude Partner Network (Registered tier)
FAQ
Questions, answered.
Do we need to replace our accounting software?
No. We work with the systems you already run and the cloud platform you already pay for. We don't sell licences, so there's no reason for us to push new software.
Is the discovery call really free?
Yes. The call is free and there's no obligation to engage us afterwards.
We're not a big organisation. Is this for us?
Yes. Many of the biggest time savings come from automating one or two repetitive processes. We'll tell you honestly on the call whether the effort is worth it for your size.
What happens to our client data?
Solutions are built inside your own environment, so data stays under your controls and access policies. Please don't share client data or credentials on the booking form or the discovery call.
Will AI make decisions on our numbers?
Not without a person checking. We design AI to recommend and automate the repetitive work, with your team reviewing and approving the decisions that matter.
What happens after the call?
We send a short summary and a recommended next step. If it makes sense to work together, we propose a fixed-scope project, a specialist squad or embedded specialists.
Trust your numbers. Move faster.
Book a discovery call ↗
Bring us the task your team dreads every month.
We'll show you how to automate it using the systems you already own.