Solutions/Finance
AI for advisors, accountants, and back-office teams — built compliance-first.
Document classification, KYC, expense categorization, client report drafting. The work that makes money but doesn’t require a CPA. We ship the agent that does it in a two-week AI Sprint. SOC 2-aware architecture; your auditor will be fine.
Wealth advisors using AI for meeting prep cut prep time from 45 minutes to 5 per client.
Use cases that print money
Document collection, OCR, identity verification, sanctions screening — packaged for your compliance officer to review in one screen instead of seven systems.
Trained on your firm’s historical coding. Handles the obvious 90% silently; routes ambiguous transactions to a human with a suggested code and reasoning.
Pulls account data, recent activity, last meeting notes, and any market events affecting their portfolio → a 1-page brief delivered the morning of every meeting.
Statements, K-1s, 1099s, brokerage confirmations, tax docs — sorted, named, and filed in your DMS the moment they hit the inbox.
Plays nice with
Don't see your stack? Most tools have an API — we'll integrate it.
How an AI Sprint works
Ready
One sentence is enough to start the conversation. We reply within one business day with a scoping link.
Other industries we serve