1. Map
We document your firm in depth: processes, files, business intelligence. Then we prepare it all so AI can read it and work within it.
AI, at last,
built inside your firm.
Not one more piece of software, but a new capability. An engineer embeds with your teams and builds AI systems around the way you work.
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A concrete first step: we assess your eligibility for grants.
The future of financial services.
We build our integrations on the same technological foundation as the firms and investors redrawing global finance.
Why most AI projects fail.
You turn down work for lack of staff, and so far the AI you have tried has done nothing for your workload.
You are not alone.
According to McKinsey, barely 6% of organizations get a meaningful bottom-line impact from AI.
Adoption is everywhere. Impact is almost nowhere.
Share of organizations
Use AI in at least one business function
88%
Attribute any bottom-line impact at all to AI
39%
See significant impact (5%+ of EBIT)
6%
The reason is simple: AI is usually treated as a software project. It is really an operational one.
AI is not installed.
It is built, from the inside.
The role built to make AI projects succeed.
To build AI in a real environment, there is a role still little known: the Forward Deployed Engineer.
They do not hand you a report. They embed with your teams, learn your processes and constraints, and build AI systems shaped to your work and to your compliance requirements.
It is the model now transforming the highest-performing organizations in the world.
A structured project. Clear steps. Measurable deliverables.
2. Codify
Every role is codified with precision. AI starts as a specialized assistant, then evolves, iteration after iteration, into a digital collaborator that does real work, to your standards.
3. Train
Your teams learn to understand, master, and evolve these systems, guided by a certified trainer.
The trainer works with Claude, Claude Cowork, and Anthropic's official finance plugins. The method is human, the tools are proven.
But a successful project is not measured only by the systems we build.
It is also measured by the capability we leave behind.
Meet Seneca
Every project with us leaves a tutor behind: Seneca.
A patient guide that walks with each employee, at their own pace, long after we are gone.
Not to make your people dependent on AI.
So they learn to direct it.
One platform. 10+ AI Agents. 400+ Connectors.
10+ official financial AI agents
Research & coverage
- Pitch buildertarget lists, comps, pitchbooks
- Meeting prepclient briefs before every call
- Earnings reviewtranscripts, filings, model updates
- Model buildingmodels built from your data
- Market researchsector tracking, synthesis, signals
Finance & operations
- Valuation reviewcomparables, methodology, standards
- Ledger reconciliationaccounts reconciled, NAV runs
- Month-end closejournal entries, close reports
- Statement auditconsistency, completeness, audit-ready
- KYC screeningentity files, documents, escalations
400+ connectors
and the full Claude Cowork ecosystem
Google Suite, Microsoft 365, QuickBooks Online, Slack, Notion.
You stay in control
Even when AI does real work, your teams stay in control at all times.
Nothing is sent to a client, approved, or filed without human sign-off.
Claude currently leads the Vals AI Finance Agent leaderboard, the benchmark independent evaluation for financial work.
The project costs less than you think. Possibly much less.
In partnership with a firm that specializes in grants, we assess your file to identify the programs you may be eligible for.
Most eligible organizations secure significant funding for their digital transformation initiatives.
Your eligibility is assessed on the very first call, before any commitment.
The next generation of financial firms.
While many are still experimenting with AI, the leaders are already redrawing how they work.
Seneca exists for one reason: to give Québec and Canada firms access to the same technological foundation as the giants, and the methods to turn it into a competitive edge.
Not to survive.
To compete.
The first step toward an augmented firm.
Thirty minutes to understand you, spot the most concrete opportunities, and assess your grant eligibility.