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Strategic Business & CFO Advisory · Managed AI Workflows

Strategic finance advisory. Now with managed AI workflows.

For over 5 years, Consultiverse has advised businesses on strategy, CFO matters, tax, audit and transactions. Now we also build and run AI workflows for bookkeeping, tax analysis, financial modelling and compliance, so the same finance discipline works inside your processes.

About Consultiverse

Strategic advisory for businesses seeking sustainable growth.

We have over 5 years of experience providing business and management consulting to companies of all sizes. Our team understands the industry and helps you reach your business goals with tailored strategy and financial discipline.

Alongside our own expertise, a trusted network of professionals across key domains lets us deliver complete, well-coordinated solutions for complex business requirements.

Our mission

Clarity in strategy.

Discipline in finance.

Confidence in growth.

Advisory engagements

Advice from finance professionals

Strategy, CFO, tax, GST, audit, transactions, valuation and regulatory work, delivered by our team and network for your specific situation.

Explore Advisory Services

Managed AI workflows

The same expertise, built into your processes

AI workflows we design, implement, run and maintain for you on subscription, with professional review built into every step.

Explore AI Workflows

Finance & Advisory

Finance & advisory, supported by AI.

Our advisory practice is the foundation. Where a service involves repetitive, document-heavy work, a managed AI workflow now supports it.

Consultiverse=Finance & Advisory+AI Implementation

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Financial Modelling & Valuation

Forecasts, business plans, transaction models and valuations built by finance professionals.

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FEMA / Regulatory Compliance

Foreign exchange regulation, cross-border structuring and regulatory filings.

Our work is governed by strict confidentiality and professional standards. That limits what we can show publicly about client engagements, because we put your privacy and trust first.

We would be glad to arrange a conversation to understand your requirements and explore how we can support your business. Schedule a call.

Finance AI Console

Choose a workflow.

Each workflow is built, deployed and maintained by Consultiverse. Select one to see who it serves, what it automates, what you receive and what we run behind it. Or watch a real engine run →

CONSULTIVERSE · AI FINANCE WORKFLOWS MANAGED · HUMAN-IN-THE-LOOP

AI Finance Workflows

We implement AI where finance teams actually spend time.

Four focused workflows, each delivered as a managed subscription. You get the capability; we keep the models, logic and integrations running.

How the service works

AI implementation doesn't end at deployment.

Implementation establishes the workflow. The subscription gives you continuing access. We keep maintaining and improving the system underneath.

  1. 01

    Identify

    We understand a specific finance, accounting, tax or modelling workflow.

  2. 02

    Design

    We design an AI-enabled workflow around that process.

  3. 03

    Implement

    We configure models, prompts, document processing, APIs, integrations, validation rules and workflow logic.

  4. 04

    Deploy

    You get access through an interface, an API or an integration with your systems.

  5. 05

    Subscribe

    A recurring subscription keeps the workflow available to your team.

  6. 06

    We maintain

    We manage the backend, logic, AI configuration, integrations, updates and improvements.

Steps 05 and 06 repeat for as long as you subscribe.

Traditional software

You buy it, then you run it.

  1. You buy the software
  2. You configure it
  3. You maintain the processes
  4. You manage the integrations

The Consultiverse model

You name the workflow. We run it.

  1. You identify the workflow
  2. Consultiverse implements it
  3. You subscribe
  4. Consultiverse maintains the backend
  5. Consultiverse keeps improving the workflow

Managed AI for Finance

Behind every workflow, Consultiverse manages the infrastructure.

Your team interacts with the workflow. We manage what powers it, so you never need to build an AI team for each finance process.

Don't build an AI team for every finance workflow. Subscribe to the workflow you need.

What your team uses

  • Web workflow
  • Secure document upload
  • AI-assisted analysis
  • Automated reports
  • Structured outputs
  • Dashboards & export
  • API access

Managed by Consultiverse

    Custom API model

    Your system. Our AI workflow.

    Some teams don't want another interface. We can embed a Consultiverse workflow straight into your ERP, accounting system or internal application, and keep maintaining the backend.

    1. Your ERP or accounting systemSends the document or data
    2. Consultiverse APIManaged by Consultiverse
    3. AI processingManaged by Consultiverse
    4. ValidationRules and checks before anything returns
    5. Structured outputClean fields your system can use
    6. Back into your ERP or application
    ILLUSTRATIVE REQUESTtax-notice / analyse
    POST /v1/workflows/tax-notice/analyse
    {
      "document_id": "doc_7Qe2",
      "assessment_year": "2025-26"
    }
    
    // response
    {
      "notice_type": "scrutiny_143_2",
      "sections": ["143(2)", "142(1)", "80G"],
      "issues": 3,
      "documents_required": 4,
      "status": "ready_for_professional_review"
    }

    Example APIs

    • Tax notice analysis API
    • Invoice classification API
    • Financial data extraction API
    • Financial modelling API
    • Compliance document API
    • Finance document intelligence API

    Subscription

    Subscribe to a managed AI workflow.

    No fixed price list. Each subscription is shaped around how you use the workflow, and can be structured on any of these:

      Start with a standard workflow and add usage, integrations, API access or a dedicated environment as you grow.

      Request Subscription Details

      Why Consultiverse

      AI implementation with finance discipline.

      01

      Finance expertise

      AI workflows designed around real accounting, tax and finance processes, by people who run them.

      02

      Controlled implementation

      Human review, approvals, exception handling and audit trails stay part of every workflow.

      03

      Practical automation

      We focus on measurable workflow improvement, not AI for its own sake.

      Custom AI workflows

      Have a finance workflow we haven't listed?

      Your process doesn't need to fit a standard product. We can design and deploy a dedicated AI workflow around the way your finance team works, then run it for you.

      Discuss a Custom Workflow
      • Invoice processing
      • Document intelligence
      • Management reporting
      • Audit support
      • Due diligence
      • Tax research
      • Financial data extraction
      • Custom APIs

      Contact

      Let's talk about your business, or a workflow worth automating.

      Whether you need strategic, CFO or tax advice, or want a finance process run by a managed AI workflow, tell us where things stand today.

      Better yet, see us in person. We are committed to your business growth; schedule a call and we'll explore how our tailored solutions can help.

      Registered office
      Purvanchal Royal City, Chi V, Greater Noida, Uttar Pradesh, India

      We use these details only to reply to your enquiry.