AI automation for financial operations
Three focused products addressing the highest-value automation opportunities for small financial firms. Each starts with an Audit — so we solve the right problem before building anything.
All Solutions
Reporting Automation
Connect data sources and generate structured reports automatically. Eliminate manual assembly, copy-paste errors, and formatting time.
- Automated data ingestion from Excel, SharePoint, APIs
- Structured PDF / Word report output
- Human review checkpoint before distribution
- Audit log of every generated report
Compliance Document Automation
Draft standard compliance letters, meeting minutes, and regulatory documents with AI — then review and approve before anything is sent.
- Template-based AI drafting for standard documents
- Mandatory human review + approval workflow
- Version control and document history
- Consistent tone, format, and data accuracy
Internal Knowledge Management
Build an AI-powered knowledge base from your internal documents and procedures — so staff can find answers in seconds, not hours.
- Ingests PDFs, Word docs, SharePoint, email threads
- Natural-language Q&A interface for staff
- Cites source documents for every answer
- Access controls per team or document type
Every engagement starts with the Audit
Before we build anything, we map your workflows and identify what's actually worth automating. You receive a written report you can use independently.
Intro Call
We discuss your firm's workflows, current pain points, and whether automation makes sense for your situation.
AI Workflow Audit
Structured assessment of 3–5 workflows. Written report with prioritised recommendations and a go/no-go on each automation.
Implementation
We build the automation you've decided on, integrate it with your tools, and hand it over with full documentation and training.
Not sure which solution fits?
The intro call is free. We'll identify your highest-value automation opportunity together.