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Industries
Brokers, advisers, bookkeepers and small finance firms.
Document-heavy, deadline-driven and regulated. The safe automation targets are collection, checking and preparation — with the advice and the sign-off staying firmly with the licensed person.
No payment details. No sales call required.
What we build here
Every engagement is scoped from your own assessment. These are the patterns we see most often in this sector, not a fixed package.
Client documents requested, chased, checked for completeness and filed against the matter automatically.
Applications assembled and cross-checked for inconsistency, presented to the adviser as a draft with every source shown.
File notes, disclosures and consent records captured as work happens instead of reconstructed before an audit.
Annual reviews scheduled, prepared and evidenced, with the client contact still made by a person.
Nothing we build provides financial advice or makes a lending or suitability decision. Model output is preparation for a licensed adviser, labelled as such, and the audit trail records who decided what.
Where engagements usually begin
The repetitive path between your systems, built to fail safely.
Your documents, prices and policies made answerable — with citations.
Connecting the systems you already pay for, with scoped credentials.
Fifteen minutes of structured questions, analysed and then reviewed by a human engineer. You get a ranked opportunity list and a fixed-price first project, and you keep the report either way.
No payment details. No sales call required.