AI doesn't understand your business
Even with a well-built DWH, AI has no idea how to read your data: which metrics matter, how revenue is calculated, what a unit is in your model.
We build a Knowledge System that lets AI work like your CFO, COO and CRO: on your methodology, in your language of business.
MSM Smart Expertise builds enterprise data warehouses and Knowledge Bases end to end. We combine two disciplines that rarely meet: industrial-grade data engineering and hands-on CFO practice.
The firm's partners have held CFO and CDO roles at Alfa-Bank, BCS Group, Proxima Capital and PwC. The technology foundation is our own ATLAS platform.
As AI spreads, companies are plugging it straight into the data warehouse. That's a step forward, but only the first one.
Even with a well-built DWH, AI has no idea how to read your data: which metrics matter, how revenue is calculated, what a unit is in your model.
Without context about your specific business, AI gives one-size-fits-all answers. It isn't wrong. It simply doesn't know your specifics.
AI burns tokens rebuilding context on every request. That slows the work down and multiplies the cost of every answer.
Without a clear methodology in the knowledge base, the same question returns different answers. Trust in the system erodes.
The Knowledge Base is the missing link between the data warehouse and AI that actually works.
| Aspect | Today | What's needed |
|---|---|---|
| Formula | Data + AI | Data + Knowledge + AI |
| Context | Enough data, no context | Methodology and context written down |
| Result | Generic answers | Accuracy and repeatability |
Data Warehouse + Knowledge Base = AI and BI running at full power.
Built fast, built for AI.
Expertise you can't buy off the shelf.
Six layers, one context. Every layer is described in the Knowledge Base, so AI doesn't guess, it knows.
We connect every one of the client's data domains, no exceptions. Each source is documented in the Knowledge Base the moment it's connected.
Raw data at source granularity, versioned. No transformations, just reliable landing and quality control.
The normalised core of the model: entities, relationships, change history. This is where a single reading of business objects lives.
Pre-computed marts built for the specific questions a CFO, COO and CRO ask. This is what BI and the AI layer query.
The semantic layer: field meanings, calculation methodology, business rules and exceptions. Everything the CFO knows and AI doesn't.
Conversational analytics and scheduled reporting on the very same context: the answers match, wherever you ask them from.
We take responsibility for both halves: the data and the knowledge. We can do them separately, but the value comes from the pair.
Design and production rollout of a DWH on ATLAS: ODS → DDS → marts, quality control, load procedures.
Calculation methodology written down, a reference of fields and tables, business rules and exceptions, all machine-readable.
Conversational analytics for CFOs, COOs and CROs on top of the Knowledge Base. Answers in the language of the business, not the language of tables.
P&L, unit economics, KPI tree, treasury reports. One methodology for the reports and for AI.
IFRS, transfer pricing, tax, M&A and structuring, delivered by partners with Big Four and banking backgrounds.
A diagnostic of the existing stack, a total-cost-of-ownership assessment and a migration plan that doesn't stop operational reporting.
Every stage ends with an artefact the client keeps: a data map, a model, a procedure, a knowledge base. Nothing stays "in people's heads".
We work out which decisions you make on data today and where the context gets lost. No slides, no commitment.
An inventory of sources, metrics and methodologies. You get a data map, a gap map and an architecture plan.
We deploy ODS → DDS → mart on real data and assemble the first version of the Knowledge Base for your priority domain.
Full source coverage, data-quality procedures, the AI layer for executives, and handover of ownership to the client's team.
The Knowledge Base lives alongside the business: new products, new metrics, new rules get written down, not passed on by word of mouth.
Data warehouse (ATLAS DWH) + Knowledge Base → AI and BI move to a new level across three dimensions.
AI knows your specifics, your methodology, your language of business. Reports answer real questions, not industry averages.
ACCURACY AND RELEVANCEAI doesn't spend time guessing at the data structure. The Knowledge Base hands over the context instantly.
AN ORDER OF MAGNITUDE FASTEREvery AI request costs money. The Knowledge Base removes redundant iterations and clarifying round-trips.
SAVINGS ON THE AI BUDGETBuilt properly, a Data Warehouse + Knowledge Base becomes a strategic asset of the company.
QUALITY · SPEED · COSTOur partners have closed the books, defended budgets and owned the P&L themselves, in banks and private equity.
The technology and the methodology are ready in advance, which is why deployment runs several times faster than the market.
No gap between engineers and finance people: the methodology is written by the people who use it.
The first working system in 6–8 weeks. Every stage leaves the client a finished artefact.
Three partners with more than 80 years of combined experience in finance, banking and data engineering.



Three engagement formats. You can start with any of them, but almost everyone starts with Discovery.
An audit of the current stack and methodologies, plus a total-cost-of-ownership assessment.
A working system on real data with the first version of the Knowledge Base.
All sources, all reporting domains, ownership handed over to the client's team.
Public case studies are being prepared for release. Below are projects our partners ran as CDO and CFO.
PLACEHOLDERS · CLIENT CASE STUDIES WILL BE ADDED ONCE CLIENTS APPROVE THEM
We'll work out where the context gets lost between your data and your decisions, and what a Knowledge Base would give you in your model.
30 MINUTES · NO COMMITMENT · THE CALL IS LED BY A PARTNER
The call is led by a partner, not a sales rep. You don't need to prepare anything, just a sense of which decisions you make on data.
We'll get back to you within one business day.