AI TRANSFORMATION PARTNER · FINANCE & ACCOUNTING

AI TRANSFORMATION PARTNER - FINANCE

The Only AI Transformation Partner Built For Finance.

The Only AI Transformation Partner Built For Finance.

Novaheim AI is the dedicated AI Transformation Partner for finance and accounting firms.

We start with a structured AI Audit, build what actually moves the needle, and stay with you until it sticks.

Novaheim AI is the dedicated AI Transformation Partner for finance and accounting firms.

We start with a structured AI Audit, build what actually moves the needle, and stay with you until it sticks.

THE WINDOW IS OPEN - BUT NOT FOREVER

The Shift is Already Happening

9% → 41%

AI adoption in accounting firms in just one year

7.5 Days

Faster monthly close for AI-enabled accountants

7.5 Days

Faster monthly close for AI-enabled accountants

50-70%

Of firms plan to increase AI investment this year

PROCESS

How We Work

Three things. Every engagement.

STEP 1

STEP 2

STEP 3

01 - Audit

Find the 5% Worth Building

We learn how your firm operates where your team spends time searching for answers, which knowledge sources they rely on, and where bottlenecks slow down client work. You walk away with a clear picture of your highest-ROI AI opportunity, whether or not you move forward with us.

STEP 1

STEP 2

STEP 3

01 - Audit

Find the 5% Worth Building

We learn how your firm operates where your team spends time searching for answers, which knowledge sources they rely on, and where bottlenecks slow down client work. You walk away with a clear picture of your highest-ROI AI opportunity, whether or not you move forward with us.

HOW WE WORK

Tailored For
Accounting and Financial Services

Every engagement begins with understanding your firm. From there, we build what matters.

AI Opportunity Report

AI Opportunity Report

AI Implementation

AI Implementation

Ongoing Partnership

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Ongoing Partnership

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FITS YOUR FIRM

Works Alongside The Tools You Already Use

We build around your existing systems. Whatever your firm already runs on, we connect to it.

COMPARISON

Why Firms Choose Novaheim

See how we compare against the alternatives

Novaheim AIGeneralist AI AgencyInternal AI HireDo Nothing
Finance-specific expertise~
Audit-first approach~
Live within weeks
Stays through adoption
No vendor agenda~
SOC 2 Type II certified~
Ongoing optimisation~
Cost modelFocused engagementHigh project feesSalary + benefitsFalling behind

ABOUT

Meet the Founder

Seven years in sports analytics. B.S. Statistics. Datalumina Certified AI Engineer.

Now building AI knowledge systems for the firms that need them most.

Bradley Behan

Founder & CEO

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CONTACT US

Ready to Start?

AI is reshaping how finance firms compete.
Most will watch it happen. A few will lead it.

We partner with firms that are ready to lead.

CONTACT US

Ready to Start?

AI is reshaping how finance firms compete.
Most will watch it happen. A few will lead it.

We partner with firms that are ready to lead.

CONTACT US

Ready to Start?

AI is reshaping how finance firms compete.
Most will watch it happen. A few will lead it.

We partner with firms that are ready to lead.

FAQ'S

Frequently Asked Questions

Common questions from managing partners, COOs, and firm leaders evaluating AI

What does the AI Audit actually cover?

A structured diagnostic of your firm's workflows, team capacity, existing technology, and data. You leave with a prioritised AI Opportunity Report — ranking use cases by ROI, complexity, and readiness. Most firms are surprised by how clear the picture becomes in just a few sessions.

How is Novaheim different from a typical AI vendor or agency?

Vendors sell you a product. Agencies build a project and disappear. We act as your ongoing AI Transformation Partner — starting with an audit, building what matters, then staying through adoption until it's part of how your firm works. We only work with finance firms, so we're not starting from scratch on your industry every time.

We've tried AI tools before and they didn't stick. Why would this be different?

Most tools fail because they start with the wrong use case, or stop at the pilot. We find the right use case first (that's the audit), build it to fit your workflows, and stay through adoption so it actually ships and delivers — not just demo-ready.

How much time will this take from our team?

We keep your team's involvement focused — just enough to capture what matters. We handle the technical lift so your people can stay focused on client work.

What's the timeline from Audit to live implementation?

The AI Audit typically takes 1–2 weeks. From there, most firms have a working first solution live within 4–6 weeks. We move fast, test early, and scale only once it's proven.

Do you handle data security and compliance?

Taken seriously from day one. Our infrastructure is SOC 2 Type II certified. Your data lives on a private, dedicated environment — never shared, never used to train AI models. We'll walk through our security practices in detail before any engagement begins.

FAQ'S

Frequently Asked Questions

Common questions from managing partners, COOs, and firm leaders evaluating AI

What does the AI Audit actually cover?

A structured diagnostic of your firm's workflows, team capacity, existing technology, and data. You leave with a prioritised AI Opportunity Report — ranking use cases by ROI, complexity, and readiness. Most firms are surprised by how clear the picture becomes in just a few sessions.

How is Novaheim different from a typical AI vendor or agency?

Vendors sell you a product. Agencies build a project and disappear. We act as your ongoing AI Transformation Partner — starting with an audit, building what matters, then staying through adoption until it's part of how your firm works. We only work with finance firms, so we're not starting from scratch on your industry every time.

We've tried AI tools before and they didn't stick. Why would this be different?

Most tools fail because they start with the wrong use case, or stop at the pilot. We find the right use case first (that's the audit), build it to fit your workflows, and stay through adoption so it actually ships and delivers — not just demo-ready.

How much time will this take from our team?

We keep your team's involvement focused — just enough to capture what matters. We handle the technical lift so your people can stay focused on client work.

What's the timeline from Audit to live implementation?

The AI Audit typically takes 1–2 weeks. From there, most firms have a working first solution live within 4–6 weeks. We move fast, test early, and scale only once it's proven.

Do you handle data security and compliance?

Taken seriously from day one. Our infrastructure is SOC 2 Type II certified. Your data lives on a private, dedicated environment — never shared, never used to train AI models. We'll walk through our security practices in detail before any engagement begins.

FAQ'S

Frequently Asked Questions

Common questions from managing partners, COOs, and firm leaders evaluating AI

What does the AI Audit actually cover?

How is Novaheim different from a typical AI vendor or agency?

We've tried AI tools before and they didn't stick. Why would this be different?

How much time will this take from our team?

What's the timeline from Audit to live implementation?

Do you handle data security and compliance?