AI Audit
We map how your firm actually runs: where documents arrive, who touches them, what gets re-keyed. You get a written report ranking what to automate by hours saved, how to do it safely and what to leave alone.
Learn moreFinancial Advisers
AI automation for financial advisers.
Fact-finds, suitability packs and annual review reminders prepared for you, with the adviser reviewing and signing off every document.
From fact-find to client pack
- Fact-find form
- Suitability draft
- Adviser reviewConsumer Duty evidence: logged
- Client pack
The problem
Where the time goes in your firm.
Fact-finds that get re-typed
Client details arrive in one format and are keyed into another, then keyed again into the planning tool.
Paperwork around every recommendation
Suitability and review documents take hours of assembly before the adviser's judgement is even needed.
Annual reviews that slip
Booking, reminders and chasing for updated information depend on someone remembering, so reviews drift.
Meeting notes that become admin evenings
The conversation takes an hour. Writing it up, filing it and creating follow-ups takes another.
What we build
Workflows for financial advisers, approved by your team.
Fact-find intake
Client answers and documents captured once, checked for gaps and passed to your CRM or planning tool.
Draft documents for review
First drafts built from the fact-find and your own templates. The adviser edits, approves and owns the final version.
Review scheduling and reminders
Annual reviews booked and chased on a schedule, with the right pack ready before the meeting.
Meeting notes to the file
Notes summarised, follow-ups created and the record filed, after the adviser has approved the write-up.
How it stays safe
A person approves it, and you can explain it.
A workflow that cannot be explained to a compliance officer should not exist.
- Human approval on every workflow, no exceptions
- UK GDPR built in: UK/EU hosting, no-training AI providers, a DPA first
- You own the build: your accounts, your documentation, no lock-in
- One person from the first call to the handover
How we work
Audit. Automate. Advise.
Three services, one order. You see a written plan before anything is built, and each piece is reviewed and accepted before the next one starts.
AI Automation
Custom workflows that take the repetitive work off your team: document processing, Xero and QuickBooks entries, onboarding, renewals and chase-ups. Built on n8n or Make with error handling, logging and a human approval step, and documented so your team can run it.
Learn moreAI Consulting
Support that keeps your firm ahead as the tools change: monitoring what we built, small improvements, a quarterly review of what to automate next and a straight answer when a new AI tool appears. Optional. You own everything either way.
Learn moreQuestions
What financial advisers ask before they call.
Can AI write suitability reports?
It can prepare a draft from the fact-find and your templates. The adviser reviews, edits and owns the final document, and nothing goes to a client without that sign-off. We build to whatever your compliance team requires.
Who checks the output?
Your team. Every workflow ends in an approval queue, usually a few minutes a day, and nothing is posted, filed or sent until a person approves it.
Do you need access to our client data?
Not for the audit. For a build, only the fields the workflow needs, under a DPA, in your own accounts.
Other industries
Not your sector?
Accountants
Year-end bottlenecks, bank feeds, client chasing, VAT prep.
How we helpBookkeepers
Receipts, categorisation and reconciliation prep across many clients.
How we helpInsurance Brokers
Submissions, renewals, bordereaux and premium accounting.
How we helpReady to get your team back to the work you hired them for?
A 20-minute call. We will tell you honestly what is worth automating, what is not, and whether an audit makes sense for you.