Industries · Finance
We build and run the AI behind your firm's document work.
From file notes and advice documents to compliance and reconciliations, we build the AI that does the slow, document-heavy work, then we run it for you.
About the work
The work we take over in finance.
File notes get written from memory after the call and land late, and working through each regulatory update can take weeks. We build the AI systems that take that work over, then we run and maintain them for you, on Microsoft Azure in Australia and with only the data they need. For one advice firm, the compliance pipeline we run cut each regulatory cycle from three weeks to two days, and FinPlan, which we built and run, drafts 20 types of advice document for advisers to review.
The three stages
Webuildit,thenrunit.
We take every finance workflow through the same three stages. One fixed fee covers Discovery and Build, and a monthly fee covers Run and Maintain from go-live.
Discovery
A paid audit of how one of your workflows runs today, done with your team before anything is built. We map it from start to finish, measure what it costs and agree the scope and targets for Build with you.
More about DiscoveryBuild
We build the workflow to the agreed scope, then run, measure and calibrate it on your historical data until it meets the targets. It goes live once you formally accept it.
More about BuildRun and Maintain
From go-live, we operate and maintain the workflow as your ongoing partner. We monitor every run, keep the models and security current and make the small changes you ask for each month.
More about Run and MaintainWorkflows
What we can build and run for finance.
File notes and advice documents from client meetings
The system records each client meeting, transcribes it and drafts the file note or statement of advice in your own template, ready for the adviser to review.
Client reporting and portfolio summaries
We draft each client's report from your portfolio data, with plain-English commentary, for an adviser to check before it goes out.
Compliance document processing
The system pulls the obligations out of each regulatory document, matches them against your client portfolios and drafts an audit-ready report.
Risk flagging and anomaly detection
The system checks each transaction as it arrives and sends the unusual ones to a person to review.
Natural language data queries
Your team asks questions of your client and portfolio data in plain English, without writing SQL or waiting on a data team.
Invoice processing and reconciliation
The system matches invoices and bank transactions to the ledger and passes the exceptions to your team.
Where to start
Progress you can measure.
Start with Discovery on one of your workflows, such as file notes or bank reconciliations. At the end of week one we show you what we have found. If a build would not pay off, we stop work and you pay nothing.