Chartered Accountant, ex-Big 4, with over nine years of experience. I work with business leaders to identify where AI creates real P&L impact — then build and ship the systems that deliver it.
Most AI initiatives fail because they start with the technology instead of the process. I start with your P&L, your workflows and your constraints — then bring AI to where it actually moves the number.
A structured diagnostic of your operations to find where AI delivers measurable ROI — and where it does not.
Production-grade AI systems built on your existing stack — deployed, tested and handed over with documentation your team can maintain.
AI applied to the finance function by someone who has actually run it.
Adoption is the real bottleneck. I train your people to use AI confidently and correctly, with guardrails that hold up under scrutiny.
Senior AI ownership without a senior hire — I sit alongside your leadership team and drive the roadmap to completion.
For founders embedding AI into what they sell — architecture, positioning and go-to-market, informed by building my own AI product.
A deliberately unglamorous four-stage engagement. No pilots that never leave the lab, no decks that gather dust.
Two weeks inside your operations. I map workflows, interview your team and quantify where time and margin are leaking.
Every candidate use case scored on business impact, implementation effort and risk. You get a ranked roadmap, not a wish list.
We ship the highest-value use case first, in weeks rather than quarters. Real system, real users, real measurement.
Training, documentation and handover so the capability outlives the engagement. Optional retainer for the next horizon.
AI implementation isn’t sector-agnostic. These are the industries where my finance background and process expertise translate into faster, safer deployments.
Wealth management, NBFCs, brokerages and fintech — where accuracy and auditability are non-negotiable.
Typical build: client onboarding, portfolio intelligence, KYC automationCA firms, consultancies and advisory practices looking to scale delivery without scaling headcount.
Typical build: document extraction, close automation, research agentsMid-market manufacturers and distributors with heavy paperwork and thin operating margins.
Typical build: invoice processing, vendor reconciliation, MIS reportingD2C brands and multi-channel retailers drowning in customer queries and order operations.
Typical build: support automation, catalogue ops, demand insightsClinics, labs and healthtech operators balancing patient experience with strict record-keeping.
Typical build: records digitisation, appointment agents, billing workflowsDevelopers and brokerages managing long sales cycles, heavy documentation and fragmented lead flow.
Typical build: lead qualification, document review, compliance trackingIn-house legal and compliance functions handling high-volume contract and regulatory review.
Typical build: contract review, policy Q&A, obligation trackingFounders embedding AI into the product itself, and tech teams needing senior AI direction.
Typical build: product AI architecture, internal copilots, GTM strategyI’m Pratik Bajoria — a Chartered Accountant with over nine years of post-qualification experience across audit, financial analysis, taxation and business process transformation. Part of that career was spent at a Big-4 firm; the rest across industry roles and, latterly, building my own ventures.
The Big-4 years taught me something most AI consultants never learn: how enterprise processes actually behave under pressure. Materiality thresholds. Control environments. Why a workflow that looks inefficient on paper often exists for a very good reason. The years since — in operating roles and as a founder — taught me the other half: how to actually ship something inside a business that has limited budget and no patience for theory.
My advantage isn’t that I understand AI. Plenty of people do. It’s that I spent nearly a decade inside the finance and operations functions AI is meant to transform, so I can tell a genuine opportunity from an expensive distraction before you commit budget to it.
Today I split my time between advising companies on AI implementation and building Findost, my AI-powered wealth management platform. Everything I recommend to clients, I have shipped myself.
The platform I build and operate. It’s also my proof of work: every AI pattern I recommend to clients has been battle-tested here first.
Findost brings AI-driven intelligence to personal wealth management — helping individuals understand their portfolios, plan their financial futures and make better decisions without needing a finance degree.
Built on a modern AI stack with a CA’s understanding of what financial guidance actually requires: accuracy, context and trust.
Practical writing on implementing AI inside real businesses — what works, what wastes money, and what to do on Monday morning.
AI implementation means building and deploying AI systems that solve real business problems and deliver measurable P&L impact.
Pratik starts with a structured AI Opportunity Audit: map workflows, score use cases on impact and risk, and produce a prioritised 90-day roadmap.
Financial services, accounting and professional services, manufacturing and distribution, retail and e-commerce, healthcare, real estate, legal and compliance, and SaaS and technology.
Architecture, retention and access controls are scoped to your policies. Sensitive engagements can use redaction layers, private deployments and audit trails.
Book a discovery call, message Pratik on WhatsApp, connect on LinkedIn, or email hello@pratikbajoria.in. He aims to reply within one business day.
Whether you’re exploring where to start or ready to build, a short conversation will tell us both whether there’s a fit. Book a call, message me on WhatsApp, or connect on LinkedIn.
Find where AI moves your numbers.
Build and ship production systems.
Corporate training and events.
A weekly, AI-curated briefing for business leaders putting AI to work — real deployments, honest cost breakdowns and workflows worth copying.
We’ll walk through your current processes, identify the two or three highest-leverage AI opportunities, and discuss realistic effort, cost and timelines.
Your details are ready to send. I’ll come back within one business day with a couple of time slots.
Tailored to your audience, topic and tone of voice.
Most AI projects fail before a single line of code is written. Not because the technology is immature, but because the problem was never properly defined.
Start with work that is repetitive, judgement-light and measurable. If you cannot state what good looks like in numbers — hours saved, error rate reduced, cycle time shortened — you are not ready to automate it.
Scope narrowly and ship fast. One workflow, one team, one metric is how you build the internal credibility that funds everything after it.