AI Strategy & Readiness
Where AI fits in your firm, what it costs, and what it should never touch.
- Workflow audit and opportunity map
- Vendor and tool selection
- Controls, review steps and data policy
We help accounting firms, financial advisors, small lenders and finance teams put AI to work where accuracy matters. An agent team does the research, the build and the monthly operation. A named partner scopes the work and answers for it.
Advisory sets the direction, Automation delivers it, and Insights publishes what we learn. Each practice feeds the next.
Where AI fits in your firm, what it costs, and what it should never touch.
One finance workflow, built on a standard stack, run monthly and reported on.
Sourced reports and how-to guides on AI in finance, produced by the agent team.
Three first engagements, ordered by how quickly they prove value and how safely agents can run them. Each one leads naturally to the next.
| Ref | Engagement | For | What changes |
|---|---|---|---|
| E-01 | Client Onboarding & Document CollectionIntake forms, document requests, checks for missing items and reminders until the file is complete. | Accounting firms, advisors | Less time chasing documents each season. No money moves, so risk stays low. |
| E-02 | Receivables Follow-UpAging review, reminders on a schedule you approve, and a weekly summary of what came in. | Firms and finance teams | Cash collected sooner, measured in days sales outstanding. |
| E-03 | Monthly Reporting PackManagement reports with variance commentary drafted for the controller's review. | Finance teams, CFOs | A reporting pack ready earlier each month, with the first draft written for you. |
Highlighted steps wait for a person.
A call with the partner, a written scope, a fixed price.
Agents build on sample data first, then on your systems once access is approved.
Test results, a rollback plan and a handover guide before anything switches on.
Agents run and monitor the workflow. You get a monthly report and an exception queue.
Working titles for the first series. Each is researched and drafted by the agent team and reviewed before release.
Tasks that hold up, tasks that fail review, and what each costs to run.
The workflow behind engagement E-01, written so a firm can build its own.
An importable workflow with approval steps built in.
Our agent fleet runs across several AI providers and our own servers. That's where we experiment. Nothing reaches a client until it graduates onto the standard stack.
Labs keeps an experiment log, a fix log and test results for every workflow. Clients see that record before they sign, and it doubles as documentation of our research and development.
Agents can research, build and run the work. Someone still has to answer for it, and that is my job.
Marcus Williams, founder and signing partner. MBA candidate, Rutgers Business School, concentrating in finance with a secondary concentration in AI. marcuswilliams.ltd ↗
Consortia holds the structure and the capital. Cooperatively does the client work. The founder's office signs for both.
The cooperative holding company. Owns the operating companies and their intellectual property. Formerly Consortia LLC.
consortia.company ↗The AI-native advisory firm and its research lab. Holds client contracts and runs the agent team.
● You are hereThe founder's office. Finance, governance and the partner seat that signs for the agents.
marcuswilliams.ltd ↗AI agents research. Write. Produce. Even run the company. Signed off by people.
Cooperatively Incorporated