Copilot training and 10-day automation sprints that turn manual reporting into decision-ready workflows — with verification and audit trails built in.
Board-ready output from a client automation sprint (illustrative; not client data)
Month-end takes days of copy-paste before analysis even starts — reporting eats the time that should go to decisions.
The team has Copilot licences but no finance workflows built on them — usage is scattered prompts, not a repeatable process.
AI pilots keep stalling because outputs can’t be traced, verified or audited — so nothing survives review.
Too much time goes to reconciliation; not enough goes to decisions. In 2026, the bottleneck is no longer the model. It is workflow design.
Every engagement follows a simple discipline: finance automation only ships when every output traces back to a verified source.
Know exactly which FP&A workflows are ready for AI — and which decisions must stay human.
Fixed scope, fixed fee, full handoff. Your team owns everything we build.
Automate the preparation. Keep the decision human.
Albert Lee, FCPA — Founder, Axiom FP&A Partners. Ex-PwC | Chicago Booth MBA Candidate. I help APAC finance teams cut manual reporting hours with AI they can audit — using the tools they already have: Copilot, Excel and Power BI. Every engagement is built for finance transformation with clear controls, verification and handoff. I’m not selling software; when we’re done, your team owns the workflow.
How it works
01
AI Finance Training
02
Finance Transformation Readiness Assessment
03
FP&A Automation Sprint
Workshops and project reviews I've delivered across investment teams and finance communities.
AllianzGI — Singapore
Engaged to deliver a half-day AI training workshop to the APAC Fixed Income team on integrating MS Copilot into investment workflows.
CFA Society Shenzhen
Invited as Distinguished Guest Speaker on AI for Finance Professionals (April 2026).
AI Finance Club — Asia Partner
Accelerator Coach for Cohorts 1–4; reviewing 5–10 practical AI finance projects every week. Endorsed as a rising star by Nicolas Boucher, founder of AI Finance Club.
Automate the preparation. Keep the decision human.
Get Started
Bring one painful workflow. In 30 minutes we’ll map where AI in Finance genuinely fits, what stays human-led, and whether a training, readiness assessment or automation sprint is the right next step.