The Methodology

The Architect's Stack

We are retiring the old syllabus. The machine knows Debits and Credits.
We teach the layers above the transaction: Ingestion, Processing, and Advisory.

Phase 01

Data Architecture

Designing the ingestion pipes. No more manual entry. We configure APIs, OCR protocols, and raw data sanitation rules.

  • API Webhooks
  • OCR Validation
  • SQL Schema Design
The Core

Agent Orchestration

We do not reconcile. We manage the Agents that reconcile. We review exceptions, fine-tune prompts, and audit the logic.

  • Prompt Engineering
  • Exception Handling
  • Model Fine-tuning
Phase 03

Strategic Advisory

The high-margin output. Financial health, tax strategy, and forecasting. The work clients actually pay for.

  • Capital Allocation
  • Scenario Planning
  • Live Dashboards

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