Make your AI spend pay off
Unsure how AI fits into your firm? We help Finance, Accounting, and Professional Services leadership teams move from uncertainty to measurable impact — unlocking the full business value of the AI tools you already pay for, including Microsoft Copilot and Google Gemini.
Maximize Existing Tools
Stop buying shelfware. Extract true productivity from tools you already pay for: Copilot & Gemini.
Finance & CPA Focus
Purpose-built for CFOs, controllers, and accounting firms with deep understanding of reconciliations and reporting.
Human-Centered Adoption
Hands-on workshops, staff upskilling, and psychological safety to foster confident, continuous experimentation.
Data Privacy & Governance
Uncompromising client confidentiality guidelines and ethical AI policies adhering to strict accounting standards.
THE SCALENE ADVANTAGE
Why Finance Leaders Choose Scalene Over Generic Tech Consultancies.
Generic IT firms and traditional consultancies deliver abstract theory and vendor sales pitches. Scalene AI Consulting is focused entirely on practical, human-centered enablement that creates lasting habits and verifiable productivity:
Deep AI Expertise
Founded by Lavesh Chattlani, whose background spans leadership at Intuit and Sage. We pair specialized AI engineering and workflow automation with a deep understanding of reconciliations, audit trails, and billable hour models.
Zero Additional Software Needed
We don't sell third-party AI software subscriptions. Our mission is to make your existing investment in Microsoft 365 Copilot, Google Workspace, or ChatGPT Enterprise yield massive, measurable ROI.
Safe, Confidential & Governed
Client data privacy is non-negotiable in accounting. We establish rock-solid internal governance frameworks and train staff on safe prompt construction to prevent data leakage.
THE SCALENE PHILOSOPHY
Replace fragmented, ad-hoc AI experiments with standardized bottom-line ROI.
Most finance and accounting teams are caught in limbo: staff are either experimenting in secret with ad-hoc ChatGPT prompts, or avoiding AI entirely due to confidentiality concerns and lack of structured training.
Led by fintech veteran Lavesh Chattlani (former senior product leader at Intuit and Sage, Innovation Catalyst, and frequent industry keynote speaker), Scalene bridges the gap between software capability and daily accounting execution. We help your firm prioritize high-impact use cases, establish secure governance, and train teams for lasting adoption.
CORE SERVICES
AI Enablement Programs
Structured roadmaps guiding leadership and staff from uncertainty to practical, daily AI adoption with measurable ROI.
Copilot 101 & Hands-On Workshops
Interactive training for accounting teams using Microsoft Copilot (Excel, Outlook, Word) and Google Gemini with live finance drills.
Practical AI Toolkits (Copilot & Gemini)
Ready-to-use financial prompt libraries, spreadsheet formula recipes, and month-end workflow acceleration templates.
AI Governance, Policies & Ethics
Protecting client non-disclosure agreements, establishing safe employee usage boundaries, and mitigating data privacy liabilities.
WHO WE SERVE • SPECIALIZED INDUSTRY VERTICALS
Tailored Enablement Across 6 High-Stakes Sectors.
AI adoption is not one-size-fits-all. A municipal treasury adhering to public sector procurement and FIPPA governance operates under fundamentally different constraints than an agribusiness controller tracking commodity basis hedges, or a CPA firm managing client workpaper confidentiality. Scalene engineers production playbooks tailored to your exact regulatory and operational reality.
Accounting & Finance
CFOs • Corporate Controllers • CPA Partners • FP&A Leads
Professional Services & Associations
Managing Partners • Consultancies • Law Boutiques • Association Leads
Non-Profit & Philanthropy
Executive Directors • Development Officers • Grant Writers • Foundations
Government & Municipalities
City Treasurers • CAOs • Municipal Clerks • Public Agencies
Education & Higher Learning
Provosts • Deans • Research Chairs • Institutional Finance Leads
Agribusiness & Food Processing
Rural Co-ops • Agri-Processors • Supply Chain Controllers • Traders
WHAT WE OFFER
Signature Enablement Offerings • Virtual, On-Site & Hybrid.
Tested across hundreds of finance professionals. Designed to eliminate hesitation, build muscle memory, and deliver immediate time-saving wins from day one.
Hands-on 3-hour team training moving finance staff from complete uncertainty to daily, confident usage of Microsoft Copilot across Excel, Word, and Outlook.
Curated prompt cheat sheets, formula builders, narrative commentary generators, and document summarization templates engineered specifically for finance.
The complete playbook for finance and advisory firms utilizing Google Workspace, Gemini in Sheets data cleaning, and automated client correspondence.
A 2-week structured leadership engagement to establish corporate AI acceptable use policies, client confidentiality boundaries, and prioritized ROI roadmaps.
Interested in hosting a custom Copilot 101 workshop for your firm?
We tailor every session with live exercises built directly from your team's real-world document workflows.
PROVEN ENTERPRISE & PUBLIC SECTOR ENABLEMENT
Trusted by Finance Leaders Across Corporations, CPA Alliances & Municipalities
Empowering corporate FP&A departments, professional accounting partnerships, and municipal treasury directors to adopt safe, governed AI with zero shelfware.
CLIENT TESTIMONIALS • VERIFIED IMPACT
What Finance, Accounting & Municipal Leaders Say.
Real feedback from CFOs, CPA managing partners, and municipal treasury leaders who transformed their daily spreadsheet, reporting, and advisory workflows with Scalene.
“We recently had a team session facilitated by Lavesh (Scalene AI Consulting). This session was focused on productivity tools and AI applications for our Finance Team of 7 at the YMCA of NEO. Within a two-day, 4-hour training session, the team gained immediate productivity gains from the shared AI learnings. Facilitation was targeted and focused, and the team could not be happier with time gained back into our days. Thank you Lavesh, and we look forward to working with you again in the very near future.”
Kellea Redden
CFO • YMCA of Northeastern Ontario
“Onboarding new team members was taking too long so I asked Lavesh if he could help me improve our processes. Lavesh taught me how to leverage our existing staff manual to create a searchable knowledge base that you can ask questions to in plain English, making our staff playbook 10x more valuable. It makes it MUCH easier to train new staff and saves me time on a regular basis. Working with Scalene was like taking a shortcut!”
Yoni Levitan
Head Coach • 3 Seasons Personal Training
“Lavesh Chattlani has been a practical innovator throughout his career. With his deep experience in the use of technology in accounting, he is better prepared than most to help you on your path forward. His insightful explanation and examples will help you, too.”
Randy Johnston
Partner • K2 Enterprise
GET IN TOUCH
Tell us which seats are sitting empty.
Book a 20-minute strategy call, or send the details and we'll come back with what we'd change first.
Book a Strategy Call
Twenty minutes, no pitch. Bring the workflow you're stuck on and we'll tell you whether AI is the right tool for it.
Direct Enquiries
Prefer email or phone? Both reach the same people who run the workshops.
Office & Hours
Canadian-built. Advisors work out of three provinces, so someone is close to your timezone and your regulator.
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