Former Big Four consultants and portfolio managers. We've seen the dysfunction from the inside.
Let's discuss your projectWe primarily support SMEs and asset management companies in modernizing their financial processes. At Bubble Invest, there's no selling dreams, endless PowerPoint diagnostics, or magical solutions that only work with an army of consultants. We prefer pragmatic projects: automation and optimization of concrete tasks, with simple or customized tools according to each need.
Like with our Bubble investment product, our goal is also to share what we've learned and discovered: everything that's now possible with current tools (Codex, Claude Code 'vibe coding', low code, front-end/back-end development, n8n-type workflows, custom intelligent agents…), to enable everyone to benefit from these advances, regardless of their technical level.
In line with our finance experience and technological appetite, we use the most reliable and current intelligent tools with an agility that truly adapts to each client and context.
<strong>Quick implementation</strong> of <strong>simple workflows</strong> (custom code or low code) and custom <strong>intelligent agents</strong>
<strong>Revenue recognition process</strong>: client invoicing workflow, <strong>accounting reconciliation</strong>, simplified budget tracking
Monthly financial reporting automation: up to <strong>15h/month saved</strong> and zero data entry errors.
Automated ESG news monitoring: custom digests for a portfolio manager, <strong>5 to 7h/week saved</strong>.
Building a personalized dashboard for performance tracking: <strong>budget divided by 4</strong> vs a traditional 'vendor' solution.
After years in consulting firms and asset management, we've observed many pitfalls: six-figure missions that lead nowhere, consultants who disappear after presenting their report, and many promises rarely kept.
At Bubble Invest, we chose to do things differently: focus on honesty and a genuine desire to help—even if it sometimes means saying no to a project.
We prefer to showcase our experience rather than pretend to know everything. We work with you, without selling you a technological revolution. On each project, we prioritize transparency, even if it means acknowledging our limitations.
Proven and adaptable tools, no technology for technology's sake.
Pricing and timeline announced from the diagnosis, no hidden budgets, no forced sales.
Simple exchanges, continuous monitoring, support even after delivery through adapted maintenance.
We're just starting out, and we don't have 500 clients in our history or a view of the Champs-Élysées—but we take action and remain attentive.
Our projects fall within a realistic range, delivered in 2 to 4 months, with transparent quotes including diagnosis and maintenance phases. We don't seek to compete with large firms on volume, but on the quality and relevance of what we deliver to our clients. Our goal? To make today's tools available to both large and small companies, without discriminatory pricing.
Our in-depth breakdown of the AI consulting landscape
AI & Advisory
Former Deloitte/KPMG consultants and a former UBS portfolio manager, we analyze the French AI consulting market in finance: 70-85% failure rates, wasted budgets, endless POCs… What's our alternative?
Read full article →Describe your need in a few lines. We'll respond with an initial feasibility and budget estimate.