Professional Services AutomationCustom Solutions
Next-generation secure, GDPR-compliant software that streamlines complex workflows for accounting, law, insurance, and financial services.
Key Automation Features
Powerful tools designed specifically for professional services firms
Get Clear, Actionable Answers
Instantly resolve complex queries with real-time search against trusted, domain-specific sources.
Identify tax-saving opportunities, legal risks, or compliance gaps quickly.
AI You Can Rely On
Hallucination-free responses using agentic Retrieval-Augmented Generation (RAG).
Expert-level accuracy sourced from Revenue Materials, Statute Books, Regulatory Guidelines, and Case Law. Citations for every answer to ensure trust.
Unified Case and Client Management
Centrally track client queries, matters, and answers.
Automatically record history to enrich client profiles. Generate rich, context-aware responses tailored to individual client needs. Easy copy-paste into reports, emails, and case files.
Full Transparency for Trust and Compliance
Breaks down complex issues into clear, step-by-step logic.
Uses structured reasoning (ReAct) for accuracy. References included for all answers.
Designed for Professional Services
Accounting: Tax queries, VAT returns, bank reconciliation automation.
Law: Case management, document analysis, statute referencing.
Insurance: Claims processing, regulatory checks, policy generation.
Finance: KYC/AML workflows, reporting, client onboarding.
Secure, Private, GDPR-Compliant
AWS global cloud infrastructure.
Data encryption for all client communications. Secure sign-up, sign-in, and access control via Amazon Cognito.
Seamless Integration with Your Stack
Our solutions integrate with your existing tools and workflows
for maximum efficiency and minimal disruption
INPUT / OUTPUT AT A GLANCE
Powerful automation modules that transform your workflow
Document Intelligence
Input:
PDFs, contracts, invoices, reports
Output:
Extracted data, summaries, key insights, searchable database
Workflow Automation
Input:
Business rules, triggers, conditions
Output:
Automated tasks, notifications, approvals, status updates
Data Integration Hub
Input:
Multiple data sources, APIs, spreadsheets
Output:
Unified dashboard, real-time reports, data synchronization
Customer Communication AI
Input:
Customer queries, chat logs, email threads
Output:
Smart responses, escalation alerts, sentiment analysis
Financial Analysis Engine
Input:
Financial statements, transaction data, budgets
Output:
Risk assessments, forecasts, compliance reports
Smart Compliance Monitor
Input:
Regulatory requirements, business processes
Output:
Compliance status, audit trails, violation alerts
Endless Possibilities: Our AI automation modules can be customized and combined to solve your unique business challenges.
From simple data entry to complex decision-making workflows - we build solutions that scale with your business.
Integration and Compatibility
Easy Integration
Easily integrates with your existing accounting, legal, insurance, and financial systems.
API-Ready
API-ready for seamless workflow automation.
Customisable
Customisable to your firm's unique needs.