Make informed decisions about AI in your organisation
Work with Empathetic AI to identify worthwhile uses, assess the risks and prepare a practical plan for adoption. For leadership teams in financial services, accounting and advisory firms, and in-house finance and business functions.
An engagement shaped around your decisions
Bring a specific challenge: choosing where to start, reviewing an AI proposal, setting operating rules or planning a finance workflow. Agree the scope, outputs and responsibilities before the work begins.
Empathetic AI combines finance experience with practical AI implementation and education.
Discuss your requirements
Engagements typically run for 3 to 6 months. Duration, fees and deliverables are agreed in the proposal.
What an engagement can cover
AI direction and priorities
Assess proposed uses, identify suitable starting points and develop a roadmap with responsibilities and review points.
Governance and operating rules
Review tool and data choices, human approvals, policy requirements and the evidence needed to support decisions.
Finance workflow design
Define the inputs, outputs and checks for a proposed workflow. Plan testing, exceptions and handover before expanding its use.
Practical outputs for the agreed scope
For management and the board
An AI strategy or roadmap, decision paper, executive briefing or implementation plan that explains priorities, risks and responsibilities.
For the people doing the work
Governance documents, policy recommendations, a workflow brief, review criteria or a plan for staff learning and adoption.
The proposal sets out which outputs, executive workshops, advisory sessions and implementation support are included.
Examples of the questions we can work through
A finance team
Which reporting tasks are suitable for AI assistance, and what must be checked before management receives the result?
An accounting or advisory firm
Which tools and information can staff use, and how should client work be reviewed and approved?
A leadership team
Which proposals should proceed to a pilot, what evidence is needed and who should own the decision?
Angela Shi
Founder & CEO, Empathetic AI
Former FinTech CFO · Finance educator
Angela brings more than 15 years of experience across financial services and FinTech, alongside her work developing AI applications and teaching finance and business professionals.
Engagements can include executive workshops and direct advisory sessions with Angela, as set out in the agreed scope.
Start with a short description of what you need
Tell us your organisation, role, the decision or workflow you are considering and your preferred timing. Keep the initial enquiry at a business level and do not attach confidential records.
If your immediate priority is structured staff learning, explore team enrolment. Course purchases cover the published learning materials; a tailored advisory engagement is agreed separately.