Controls, reconciliation, and model spend for teams that already have a risk function.
What a first engagement covers
Map one reconciliation or KYC queue before proposing an agent.
Put model and cloud spend in the same monthly review.
Keep a human gate on anything that moves money or changes a customer record.
Score the control set you already claim, instead of inventing a new one.
How the first week is scoped
Name the reconciliation the team already runs, the person who signs an exception, and which model spend sits on the same ledger. Do not add a second price list here. The first week produces a map of that one queue and a keep, wait, or stop recommendation.
What to bring to Discovery
One reconciliation, dispute, or KYC queue, with last month's volume.
Who can approve an exception, and what they look at before they sign.
Where model and cloud invoices land today.
Discovery is $99 and ends in a readout. Waiting, or doing the work without an agent, is an acceptable answer. This page does not add a price that is not already on plans.