Put proven AI to work in your business
Sentia implements AI solutions with a track record in rostering, reporting, receivables, deal and research workflows, then trains your team to run them. From investment firms to childcare networks.
Reduction in labour hours per attendance across a national childcare network, in 4 months
Hours saved per month through end-to-end receivables automation for a national diagnostic services provider
Reduction in lead-generation time for a capital-raising advisory firm
Every engagement is run by a partner with finance or operating experience
Results include work completed by Sentia Partners personnel prior to the founding of Sentia Partners.
What we do
Four practices
Each practice applies AI in a different setting, starting from how the work runs today.
Practice 01
AI Transformation
Apply proven AI across an operating business: rostering, customer communication, compliance, reporting, administration. From opportunity assessment through implementation and adoption.
For CEOs, COOs, PE operating partners.
Explore AI Transformation →Practice 02
Financial Services
Specialist AI for investment banking, private capital, asset management and finance functions: deal preparation, research, diligence, reporting and controls.
For partners, deal teams, CFOs.
Explore Financial Services →Practice 03
Training & Enablement
Practical, role-specific AI training for finance and professional teams, built on your real work and document formats.
For heads of desk, COOs, L&D.
Explore Training & Enablement →Practice 04
Data Partnerships
Assess whether your operational data has value for AI training and evaluation, then run the process to maximise that value on your side.
For owners, CFOs, PE sponsors.
Explore Data Partnerships →Case studies
Work that changed how the business runs
Thousands of hours a month handed back, approvals three times faster, lead generation cut by 90%. Results from finance, healthcare, education and the trades.
Vehicle finance · Finance ops
3× faster
Invoice approval automation
Automated matching and approvals for a major-brand vehicle finance provider, with exceptions routed for review. 90% accuracy rate.
Read the case →Diagnostics · Finance
85% faster
Receivables automation
End-to-end receivables processing saving 2,000+ hours a month for a national provider.
Read the case →Capital raising · CRM
90% / 20%
CRM & origination automation
Less lead-generation time and higher lead-to-client conversion for an advisory firm.
Read the case →M&A · Training
Half-day
Practical AI workshop
Four hands-on modules for an M&A advisory deal team, in the client's own formats.
Read the case →How Sentia works
How an engagement runs
Diagnose
Map how the work runs today: volumes, handoffs, controls, and where time and quality leak.
Redesign
Decide what AI should do, what people should do, and where review sits.
Build / configure
Implement the solution: agents, automations, retrieval, integrations with the systems you already run.
Train
Role-specific training so the team keeps running it well and safely after we leave.
Measure
Baseline before, measure after: hours, cycle time, accuracy, adoption.
Where we've applied it
Operational domains
Customer operations & communications
Finance, reporting & controls
Knowledge, policy & retrieval
Sales, CRM & revenue operations
Compliance & quality assurance
Scheduling, rostering & workforce
Investment, deal & research workflows
Internal administration
Why Sentia
Why firms work with us
Small, senior team
Partners do the work.
Workflow-first
We start from how the work runs, then choose tools.
Commercially grounded
Backgrounds in private capital, investment banking, corporate finance and operating businesses.
Tool-agnostic
We choose and configure whatever fits; we don't resell software.
Governance built in
Review gates, source traceability, data handling and approval steps are designed in from the start.
We implement
We stay through pilot, build and rollout.
Bring us one workflow or one business unit.
We'll tell you where AI is worth applying, what it would take, and what we would do first.