Who it's for
Firms whose value sits in the judgment of experienced people, and who have no AI engineers of their own. Every workflow below shows how agents take on more of the work, and where your people still decide.
01
Agents run a back-office workflow from start to finish, on the systems you already run. A person signs off inside the workflow where a decision carries risk, and oversees the rest from the audit trail. One workflow, one department or the whole back office, handed over so your team owns it.
We build it02
Private beta
One place for how your company works, learned from the tools your team already works in: Google Workspace, Slack and Notion today. Your people approve it as skills, and share each skill with the whole company or only with the teams and roles that should use it, in the Claude, ChatGPT or Copilot they already use.
Company memorySeven departments, and the workflow most firms start with in each. The agent does the steps; your people keep the decision.
Where most firms start
Client document requests
What each client still owes, listed and chased until the file is complete, each request approved by the accountant.
Supplier invoices
Each invoice read, coded and matched to its order, then routed to the person who approves the payment.
The client file per advice
The client's position, goals and risk appetite recorded with the advice and its reasons, for the adviser to sign.
Onboarding and offboarding
Contract, accounts and first-week plan ready for each new colleague, access closed for leavers, and HR approving every step.
Timesheet to invoice
Hours checked against rates and agreements, and each client invoice drafted for a person to approve.
Tenant request to scheduled job
Tenant requests sorted by urgency and booked with the right contractor, each job approved by the property manager.
Month-end pack
Figures collected from each system and the month-end pack assembled for the controller to check.
Six sectors where the back office is full and experienced people are hard to find. Each page shows where we start.
Client documents requested and chased, onboarding and AML checks prepared, and year-end and VAT files built for the accountant to sign.
Read moreThe client file built for every advice, policies kept up to date and client documents checked, with the adviser signing off.
Read moreIntake and conflict checks prepared, and answers to client questions drafted from the matter file, with a lawyer approving each one.
Read moreTenant and owner requests sorted and booked with the right contractor, and lease and VvE documents kept in order.
Read moreThe practice's back office: patient intake and referrals, scheduling, insurer claims and rosters, with the clinical work left to the clinicians.
Read moreTimesheets to invoices, planning and worker files on your ATS and back office, with a consultant approving every invoice and a planner every shift.
Read moreThe split is the same whichever chair you sit in. The owner decides on taking on a client, and on anything that leaves the firm under its name. The finance lead keeps every payment, credit note and write-off. The lead whose team does the work keeps every exception. IT, privacy and compliance keep the risk classification and who may see what. The agents take the repeated steps in between, on record.
Usually one of these is happening: growth or turnover, so knowledge walks out the door; everyone uses AI, nobody controls it; clients or regulators asking who decided what.