Kingston workflow OS
Turn recurring finance work into a system.
Choose an operating workflow, prepare its real inputs, and move through a governed AI execution path—from raw evidence to review-ready output.
Built for controlled execution
Inputs → AI tools → human review → decision-ready output
Design a finance workflow in any model
Investment research
Investment Research
Turn a company, sector, or investment question into a structured research briefing.
Setup
15 minutes
Impact
4–6 hours per research cycle
Outputs
5 ready
Corporate finance
Corporate Finance Reporting
Turn financial statements into a management-ready presentation.
Setup
10 minutes
Impact
2–3 hours per reporting cycle
Outputs
4 ready
FP&A
FP&A Forecasting
Build a forecast and variance analysis from budget and actuals.
Setup
15 minutes
Impact
3–5 hours per forecast cycle
Outputs
4 ready
Accounting
Accounting Close Support
Turn a trial balance into a management report.
Setup
10 minutes
Impact
2–4 hours per close cycle
Outputs
3 ready
Audit
Audit Document Review
Review documents and flag exceptions against sample criteria.
Setup
15 minutes
Impact
3–6 hours per review cycle
Outputs
3 ready
Risk
Risk Review
Stress-test exposure across market scenarios and draft a risk memo.
Setup
20 minutes
Impact
4–6 hours per review cycle
Outputs
4 ready
Treasury
Treasury Monitoring
Track cash, liquidity, and exposure with AI-assisted monitoring.
Setup
10 minutes
Impact
2–4 hours per week
Outputs
3 ready
Trading research
Trading Research
Monitor markets and summarise research in real time.
Setup
10 minutes
Impact
1–3 hours per day
Outputs
3 ready
Private equity
Private Equity Screening
Screen targets and build a first-draft diligence pack.
Setup
30 minutes
Impact
1–2 days per deal screen
Outputs
4 ready
Venture capital
Venture Capital Evaluation
Evaluate a pitch deck and market with structured AI research.
Setup
15 minutes
Impact
3–5 hours per evaluation
Outputs
3 ready
Management reporting
Management Reporting
Turn raw financials into a board-ready update.
Setup
15 minutes
Impact
2–4 hours per reporting cycle
Outputs
4 ready
Financial modelling
Financial Modelling
Build and stress-test a financial model faster.
Setup
20 minutes
Impact
3–6 hours per model build
Outputs
3 ready
Student research
Student Research Practice
Learn how leading models handle a real financial research question.
Setup
10 minutes
Impact
A learning workflow, not a time-saving one
Outputs
3 ready
Market intelligence
Market Intelligence Briefing
Turn live sources into a weekly market briefing.
Setup
10 minutes
Impact
1–2 hours per week
Outputs
4 ready