Finney
← The AI agent team behind your team
Finney for Consulting Firm

More engagements, consistent quality, same team.

Finney works with you to deliver more client engagements at consistent quality, without growing the team. You own the client relationships, the firm's standards, and the sign-off. Finney is the team behind your firm: it staffs each engagement from a proven template, runs the delivery, and applies the same quality review across every client, so you take on more work without adding headcount per engagement.

Finney outcomes for Consulting Firm

What Finney delivers for you

A full engagement team stood up for each new client from one proven template
Standardized deliverables and the same quality review across every engagement
Client-specific proposals, SOWs, pricing, and terms produced in minutes
Qualified prospects researched and personalized outreach drafted for your send
Live client dashboards and leave-behind tools that keep working after handoff
Status updates and scope notices drafted, held for your approval before they send
Meeting transcripts turned into structured deliverables with action items
A repeatable delivery playbook, so the next engagement starts from a proven base
More clients taken on without adding headcount per engagement
Your firm's name and standard on every deliverable, with your final sign-off
How Finney does it
1You set the objective2Finney plans the work3The team does the work4A reviewer checks it5You review and approve

Say the objective: "Take on this new client engagement and deliver it to our standard." Finney stands up the engagement team from your template, then runs the arc: research, proposal, delivery. Its team does the work while a reviewer modeled on your firm's standards checks every deliverable and the client-facing tone the same way across every engagement, so quality does not drift as you add clients. Nothing reaches a client without your approval. You keep the relationships, the standards, and the final word on everything that carries your firm's name.

A real example

Objective: deliver client engagements at scale without redoing the setup or losing quality each time. From a single template, Finney deployed complete engagement teams for new clients on demand, taking staffing from days to minutes. On the business development side, in one session the team researched 11 boutique consulting firms and produced 10 personalized outreach drafts ready to send, and elsewhere delivered a five-pillar build-versus-buy assessment for a client. Result: a repeatable delivery model where every client gets the same quality, and the firm grows the book without growing the team engagement by engagement.

finney.finance use-case library: "One-Click Engagement Team", "11 Firms Researched, 10 Outreach Drafts", "Build-vs-Buy Assessment".

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Bring your first objective and watch the team deliver. No credit card required.