The boutique AI consultancy for finance firms
We diagnose the expensive problems hiding in your operation and prescribe the AI work that pays for itself. Built for finance firms that are tired of ninety-page decks and vendor-driven roadmaps.
SJHead of IT at GreenLeaf Inc.
Sarah Johnson, the Head of IT, is leading the initiative to modernize their data infrastructure,...
Michael Chang attended an in-person meeting
Sarah Johnson attended an event
Michael Chang made an outbound phone call
Big Four decks gather dust. Vendor chatbots die in production. We sell something different: diagnosis first, a prescribed roadmap, and ROI calculated on every line.
Discovery call with James scheduled...
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in closed revenue
ROI in first 90 days
quick wins shipped in 60 days
improvement in process throughput
hours a week saved on manual work
reduction in manual reporting hours
prescribed engagements in 90 days
faster decision cycle on AI bets
analyst capacity unlocked (same team size)
Diagnosis first, prescription second, implementation through partners. Built for finance firms tired of vendor-driven roadmaps.
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We map your processes, interview your team, and find where money is bleeding out of your operation. Every expensive problem gets quantified before any tool gets recommended.
CMO at Mountainsmith Enterprises
VP Marketing at Novo
You receive an AI roadmap with quick wins sequenced first and bigger projects staged behind them. ROI is calculated on every recommendation, and the math has to work before it makes the report.
Discovery call with James scheduled for...
Thanks for reaching out! I'm open to learn..
Implementation runs through our vetted partner network with Clearhaven staying on as advisor. We earn the same fee regardless of which partner ships the work, so the recommendation stays honest.
5 days
assessment turnaround
<9 mo
average payback period
$5–15K
assessment, fixed scope
95%
AI implementations that fail without diagnosis
Boutique speed. Finance native. Diagnosis driven. No vendor agenda, no implementation kickbacks, no ninety-page decks.
We work in the regulated environments your team operates in every day. Compliance, fiduciary duty, audit trails, and reporting timelines are part of every recommendation, not afterthoughts.
Assessments deliver in five business days for a fixed five to fifteen thousand dollar fee. No SOW negotiations, no overrun risk, no surprise change orders.
Every prescribed roadmap leads with the high-impact low-effort work so cash flow improves before transformation begins. Big swings come second, not first.
We do not build, host, or resell tools. Implementation goes through our vetted partner network and we earn the same fee regardless of which partner ships the work.
From kickoff to delivered assessment in five business days. From assessment to first quick win inside thirty days. From quick wins to compounding returns across the next two quarters.
We schedule three to five conversations with your operating leadership and process owners. We map every workflow where money is bleeding out of your operation. You approve the scope before any analysis begins.
Five business days after kickoff, you receive the written assessment. Every opportunity is mapped against effort and impact, every recommendation carries a payback period, and the prescribed roadmap separates the work that ships in week one from the work that ships in quarter three.
When implementation makes sense, we hand off to a vetted partner from our network and stay on as the advisor. We earn the same fee regardless of which partner ships the work, so the recommendation stays honest and the roadmap stays yours.
Senior operators who have worked with us on AI strategy and roadmap engagements.
"Clearhaven helped us design smarter systems around how we use AI. Their approach connected strategy to execution in a way that made a real impact."
Thomas Wren
Chief Revenue Officer, CrucialLogics
Most firms start with an assessment. The roadmap dictates whether we continue together as a strategy engagement, an ongoing advisory retainer, or you take it in-house.
A five business day diagnostic that maps your operation, quantifies the expensive problems, and delivers a prescribed roadmap with ROI on every line.
An eight to sixteen week project for firms that need a full AI strategy across multiple business units. We design the operating model and stage the rollout.
Ongoing partnership for firms in active build out. Office hours, partner introductions, vendor reviews, board level support. Three month minimum.
Assessments deliver in five business days from kickoff. Fixed scope, fixed fee, no SOW negotiations.
We do not build, host, or resell tools. Implementation runs through our partner network with us as advisor. We earn the same fee regardless.
Thirty minutes to walk through your operation, talk through the assessment format, and decide whether it makes sense to engage.
Everything you need to know about working with Clearhaven.
Most AI initiatives fail before implementation begins. Ours start with a five business day assessment that prices the work, sequences the wins, and tells you exactly what to fund.
