HOW WE WORK

We build it with you, and you keep it

We assess, organize and build the tools alongside your team, in the AI you already license. You own them, you understand them, and a person stays in charge of every decision.

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The problem

In three decades of fixed asset work, I have watched most organizations keep their asset information in three places: software, spreadsheets and people. The system holds the register. The spreadsheets hold the projects, the reconciliations and the exceptions. The people hold the reasons. Those three rarely meet.

That used to be survivable, because the people stayed. With accounting turnover rising, the understanding and know-how behind the register is walking out the door, and what is left is a register that balances and a team that can no longer say why.

What's different now

AI, with the right questions, use cases and guardrails, can now connect that information inside your own organization, using tools you already license. It can read the project file, the policy and the register together, draft the asset record, and explain a variance in plain language. What it cannot do is decide which of those answers is right. That part is design work: clean data, tested prompts, and a written line on what a person must approve.

Most teams that already have AI are still checking everything it produces, for three reasons: the data isn't ready, people don't know what to ask it, and nobody has decided which decisions a person must make. Each of those is fixable, and none of them needs new software.

FOUR STEPS

Assess, organize, build together, and you own it

We come in, assess where things stand, organize the data and the process, and build the tools alongside your team, in your systems. You own them, you understand them, and you can update them.

  1. 01

    Assess

    Where your data, process and controls stand today, and which tasks AI can help with first.

  2. 02

    Organize

    Clean up the data and write down the process and the guardrails the tools will follow.

  3. 03

    Build together

    Prompts and workflows built with your team, in the tools your company already licenses.

  4. 04

    You own it

    Documented, understood and updatable by your own people, with nothing locked away on our side.

Then you choose

Build more with us

We keep building with you, taking the next set of tasks through the same four steps.

We maintain and support it

We maintain and support what we built as your policy, systems and people change.

Walk away owning it

We step away, and you keep the tools and the understanding to run them.

Either way, the knowledge stays in your organization instead of walking out the door.

What stays with a person

AI can find, sort and draft. These four decisions stay with someone accountable, and the record shows who made them:

  • The in-service date. It starts depreciation and sets the tax treatment, so a person confirms when the asset was actually ready for use.
  • Capital versus expense on anything close to the line.
  • Asset classes and useful lives. AI can suggest; your policy and a person decide.
  • Anything that posts to the general ledger. No AI result reaches the books without a named approval.

Where this shows up

This is how every engagement runs, not a separate service. The Fixed Asset Health Assessment has AI readiness built in, so you find out where AI can safely start before anyone builds anything. CIP & Capital Projects work includes AI workflows for closeout review, the capital versus repair test and the disposal cross-check, each with a person approving. And Strategic Advisory keeps the prompts, workflows and desk procedures current as your tools and people change.

Reading for this series

The thinking behind this work, written for finance teams rather than software buyers.

Common questions

Do we need new software?

No. The work uses the AI tools you already license. If a new tool would genuinely help, I will say so and explain why, but most teams already have what they need.

Which AI tools do you work with?

Microsoft Copilot, ChatGPT Enterprise, Claude or Gemini, whichever your company has approved.

Is our data safe?

We work only inside tools your company has approved for financial data, and we document which data goes where, so your IT and audit teams can see exactly what the AI touches.

Will this replace our team?

No. It removes the repetitive checking so your team can focus on judgment. The decisions that matter stay with your people, and the work is designed so they understand and own the tools.

LET'S TALK

Start with the checklist, or start with a conversation.

Twelve questions will show you where your register stands. A 30-minute call will tell you whether a readiness review is worth doing. Either is a good first step.

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Fixed Asset Consultant • Founded by Angela Bolton • angela@fixedassetconsultant.com

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