AI for finance

AI for finance: generative AI for finance professionals

Accounting firms, asset managers, investors, banks: find the AI use cases that fit your role and get practical recommendations, from the use-case audit to training your teams.

Talk to a finance AI expert

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An audit of your use cases, with a prioritised roadmap

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Agents and workflows built around your tools and your data

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Trained teams, with measurable gains

AI for your finance teams · talk to an expert

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/ Definition

What is AI for finance?

AI for finance means finance professionals using generative AI (Claude, ChatGPT, Copilot…) to speed up their most time-consuming tasks: reviewing tax returns, due diligence, reporting, analysing financial models.

Mister AI supports accounting firms, investment funds, M&A boutiques, finance departments and family offices, from the use-case audit to training the teams.

/ Our results

Our impact in figures

50,000+

people trained on AI tools

200+

AI experts to support you

9.4/10

average satisfaction with our training

/ Who we work with

The finance roles we support

Accountants

Reviewing tax returns, spotting inconsistencies in accounting files, summary notes and tax recommendations, automated pre-review.

Private equity

Structuring investor Q&A, processing data rooms and summarising financial models.

M&A

Faster due diligence: centralising documents, cross-analysing data and deliverables ready for the deal team.

Finance departments

Automated reporting, forecasts, management alerts and advanced Excel analysis, so you steer rather than produce.

Family offices

Simulating investment scenarios, interactive dashboards and clear reports to present to your clients.

Which of your finance team's tasks could you hand over to AI?

A consultant works with you to identify the use cases with the biggest gains, role by role, before building your roadmap.

Talk to a consultant

/ Connections

AI agents connected to your finance tools

We connect generative AI to the tools your teams already use. Most connections are set up without a developer, in 5 to 10 minutes depending on the tool.

Connection

What you automate

Claude × Pennylane

Automated pre-review, custom reporting, reconciled CRM: query all your client files in a single request

Claude × Pappers

Legal and financial data on any French company in seconds: research, due diligence, KYC

Claude finance agents × Pappers MCP

10 agents and 35 Pappers tools to automate KYC, due diligence and financial analysis: a full KYC in 5 minutes

Claude × Excel

Formulas, data cleaning and macros driven in plain language

Claude × Finthesis

Ratios, trends, management commentary and dashboards generated in plain language

Claude × Qonto

Balances, cards, invoices and cash managed directly from Claude

Claude × Légifrance

French codes, case law and consolidated texts queried in plain language, for research and monitoring

/ Case studies

Proven AI support for finance professionals

700+

HOURS OF AI TRAINING DELIVERED

500+

HOURS OF AI AUDIT & CONSULTING

9.4/10

Client satisfaction

/ Our prices

How much does AI support for a finance team cost?

All our prices exclude VAT. A consultant prices your tailored programme based on your roles, the number of participants and the format.

Service

Price

Use-case audit

From €3,000 excl. VAT per team audited

Corporate training

From €1,800 excl. VAT per day per group, with volume discounts

Custom agents and workflows

Quoted to your specification

Executive AI coaching

From €3,000 excl. VAT for 5 sessions over 5 months

First conversation

Free, with a senior consultant

Adrien Vansteelant, directeur de la BU finance de Mister IA

Adrien Vansteelant, your finance AI lead

Head of the finance business unit at Mister AI, Adrien supports accounting firms, investment funds and finance departments. He helps them choose the AI uses that matter for their teams and train the whole firm, with tools connected to their software.

Let's talk about your
finance use cases

Tax reviews, data rooms, reporting, financial models: a Mister AI expert helps you choose your first use cases and the right format.

Talk to an expert

/ our partners

They help us make your projects happen

/ AI consulting

Our AI
consulting services

Un homme en costume écrit sur un tableau blanc lors d'une réunion avec trois collègues assis à une table avec des ordinateurs portables et des documents dans une salle de conférence lumineuse avec une grande fenêtre.

Un groupe de professionnels en réunion autour d'une table, avec des documents, une tablette affichant un graphique circulaire et des ordinateurs portables, discutant et collaborant dans un bureau moderne lumineux.

Deux développeurs assis sur des chaises de bureau noires avec roulettes travaillent sur des ordinateurs affichant du code dans un bureau moderne avec une grande plante en pot blanche et des décorations murales minimalistes.

Homme portant des lunettes travaillant sur un ordinateur portable à un bureau avec plusieurs écrans d'ordinateur en arrière-plan dans un bureau lumineux.

AI use case audit

We analyse your business processes to identify high-impact generative AI opportunities. Our in-depth audit gives you a clear, prioritised, actionable roadmap to transform your organisation with measurable gains.

Change management

We support your teams over time to ensure adoption and skills growth. AI committees, usage tracking, continuous improvement: we turn your technology investment into lasting operational success.

Custom AI development

We design and deploy AI agents built for your specific needs: automating repetitive tasks, smart workflows and tailored solutions. Our developments fit into your existing systems to maximise your ROI.

AI licence management

Icônes colorées représentant quatre intelligences artificielles ou outils numériques alignés horizontalement.

We buy and manage your ChatGPT, Claude, Copilot or Mistral licences: setup and security (SSO, MFA, GDPR DPA), dedicated user support and usage tracking. You get a single invoice, in euros.

/ FAQ

Frequently asked questions about AI in finance

Who is AI support for finance aimed at?

Accounting firms, investment funds, M&A boutiques, finance departments, family offices, asset managers and banks. Each role has its own use cases: tax review for a firm, data rooms for a fund, reporting for a finance department.

Can AI connect to our finance tools?

Yes. Claude connects to tools such as Pennylane, Pappers, Qonto, Finthesis, Excel and Légifrance. Most of these connections are set up without a developer, in 5 to 10 minutes. For more specific needs, our consultants design custom agents built into your tools.

How does an AI audit for a finance team work?

The audit follows 5 steps: scoping, individual interviews with your teams, classifying use cases, prioritising them by impact, complexity and risk, then presenting a 12- to 24-month roadmap. It takes 4 to 6 weeks depending on the number of teams audited.

How much does AI cost for a finance team?

An audit starts at €3,000 excl. VAT per team audited, training at €1,800 excl. VAT per day per group, and custom agents are quoted on request. The first conversation with a consultant is free.

Can the training be funded?

In France, our training can be funded by your OPCO, as Mister IA is Qualiopi-certified; the employer applies before the training starts. Elsewhere, we provide the documents your training budget requires: talk to a consultant.

Does our financial data stay confidential?

Choosing the tool and how it is set up is part of our support: business plans rather than personal accounts, access management, rules on what data to share. To compare the safeguards of the main tools, ask one of our consultants.

Want to bring AI into your finance processes?

A prioritised audit, workflows connected to your tools and trained teams, with measurable gains. First conversation with a consultant free of charge.