New

We Build AI Powered Infrastructure for Financial Advisors

Custom End-to-End AI Automations built entirely within your own Microsoft Environment

Book a call

Book a call

Own & Control Your Own AI Solutions

We leverage Microsoft Azure and CoPilot to build AI Agents and Automations that eliminate 50-80% of repetitive workflows within your practice

New Client Workflow

John Smith

  • Automate: Discovery File Note

    Completed

  • Automate: Fact Find

    Completed

  • Automate: Create Client CRM

    Completed

  • Automate: Client Data Fields

    Incomplete

  • Automate: SOA

    Incomplete

New Client Workflow

John Smith

  • Automate: Discovery File Note

    Completed

  • Automate: Fact Find

    Completed

  • Automate: Create Client CRM

    Completed

  • Automate: Client Data Fields

    Incomplete

  • Automate: SOA

    Incomplete

New Client Workflow

John Smith

  • Automate: Discovery File Note

    Completed

  • Automate: Fact Find

    Completed

  • Automate: Create Client CRM

    Completed

  • Automate: Client Data Fields

    Incomplete

  • Automate: SOA

    Incomplete

Workflow Automation

Automate Entire Workflows

We don't solve a singular problem. We build custom systems that integrate your tech stack with your processes, and utilise your data flow to automate entire custom workflows.

Internal Task Bots

Your Processes

Data Ecosystem

Integrate Your Data End-to-End

Our systems are implemented within your own ecosystem of data, so that we can leverage your tech stack and data flows to automate end to end processes.

CRM

Microsoft

Calendar

Many more

What can I help with?

|

Add document

File Note

Send to CRM

Advice Doc

What can I help with?

|

Add document

File Note

Send to CRM

Advice Doc

What can I help with?

|

Add document

File Note

Send to CRM

Search Client…

New Client

Existing Client

Pre-Meeting

Meeting

Post-Meeting

Search Client…

New Client

Existing Client

Pre-Meeting

Meeting

Post-Meeting

Search Client…

New Client

Existing Client

Pre-Meeting

Meeting

Post-Meeting

Custom Automations

Not A One-Size-Fits-All Product

We Learn Your Processes, Identify Automation Opportunities, and Build Custom Automations That Supercharge Your Practice End-to-End With AI

Pre-Meeting

Meeting

Post-Meeting

Compliant

Licensee Friendly

We can make custom adjustments to our outputs using complex prompt layering, accomodating for custom licensee Fact Find Templates, Advice Doc Templates, Compliance Processes, etc.

Templated

Custom

Hey Joel!

Resume Workflow Automation:

Existing Client: Jane Smith

90% Finsihed

Schedule

Mo

Tu

We

Th

Fr

Sa

Su

Discovery Meeting

10:00 am to 10:30 am

Plan Presentation

06:00 pm to 06:30 pm

Hey Joel!

Resume Workflow Automation:

Existing Client: Jane Smith

90% Finsihed

Schedule

Mo

Tu

We

Th

Fr

Sa

Su

Discovery Meeting

10:00 am to 10:30 am

Plan Presentation

06:00 pm to 06:30 pm

Hey Joel!

Resume Workflow Automation:

Existing Client: Jane Smith

90% Finsihed

Schedule

Mo

Tu

We

Th

Fr

Sa

Su

Discovery Meeting

10:00 am to 10:30 am

Plan Presentation

06:00 pm to 06:30 pm

Our Process

Our Simple, Scalable Process

We design, develop, and implement automation tools that help you work smarter, not harder

Step 1

Discovery & Audit

We assess your processes and identify AI automation opportunities that can improve efficiencies.

Analyzing current processes

Tech stack

Processes

Data flows

Opportunities

Repetitive tasks

Analyzing current processes

Tech stack

Processes

Data flows

Opportunities

Repetitive tasks

Step 2

Development

Our team builds intelligent automation systems tailored to your business processes.

  • class AutomationTrigger:
    def __init__(self, threshold):
    self.threshold = threshold
    self.status = "inactive"

    def check_trigger(self, value):
    if value > self.threshold:
    self.status = "active"
    return "Automation triggered!"
    else:
    return "No action taken."
    def get_status(self):
    return f"Status: {self.status}"

  • class AutomationTrigger:
    def __init__(self, threshold):
    self.threshold = threshold
    self.status = "inactive"

    def check_trigger(self, value):
    if value > self.threshold:
    self.status = "active"
    return "Automation triggered!"
    else:
    return "No action taken."
    def get_status(self):
    return f"Status: {self.status}"

  • class AutomationTrigger:
    def __init__(self, threshold):
    self.threshold = threshold
    self.status = "inactive"

    def check_trigger(self, value):
    if value > self.threshold:
    self.status = "active"
    return "Automation triggered!"
    else:
    return "No action taken."
    def get_status(self):
    return f"Status: {self.status}"

  • class AutomationTrigger:
    def __init__(self, threshold):
    self.threshold = threshold
    self.status = "inactive"

    def check_trigger(self, value):
    if value > self.threshold:
    self.status = "active"
    return "Automation triggered!"
    else:
    return "No action taken."
    def get_status(self):
    return f"Status: {self.status}"

Step 3

Seamless Integration

We smoothly integrate AI solutions into your existing infrastructure with minimal disruption.

Our solution

Your stack

Our solution

Your stack

Step 4

Continuous Optimization

We continually optimise process, and implement more workflows. Keeping you at the forefront of the AI wave

New Integration

Efficiency will increase by 20%

Workflow system

Update available..

Sales system

Up to date

New Integration

Efficiency will increase by 20%

Workflow system

Update available..

Sales system

Up to date

Benefits

The Key Benefits of our Custom AI Solutions

Your ecosystem of data can be supercharged with AI to:

Write File Notes

Instantly turn meeting recordings into compliant, structured file notes in your practice’s format.

Write File Notes

Instantly turn meeting recordings into compliant, structured file notes in your practice’s format.

Write File Notes

Instantly turn meeting recordings into compliant, structured file notes in your practice’s format.

Generate Fact Finds

Create complete fact finds automatically from client conversations and documents - no more manual entry.

Generate Fact Finds

Create complete fact finds automatically from client conversations and documents - no more manual entry.

Generate Fact Finds

Create complete fact finds automatically from client conversations and documents - no more manual entry.

Automate Advice Documents

Automate SOA & ROA workflows using integrated client data and licensee templates.

Automate Advice Documents

Automate SOA & ROA workflows using integrated client data and licensee templates.

Automate Advice Documents

Automate SOA & ROA workflows using integrated client data and licensee templates.

Eliminate Manual Data Entry

Automatically extract client data from all data sources and input across your entire tech stack.

Eliminate Manual Data Entry

Automatically extract client data from all data sources and input across your entire tech stack.

Eliminate Manual Data Entry

Automatically extract client data from all data sources and input across your entire tech stack.

Update Your CRM

Keep your CRM updated automatically with file notes, client details, and portfolio changes.

Update Your CRM

Keep your CRM updated automatically with file notes, client details, and portfolio changes.

Update Your CRM

Keep your CRM updated automatically with file notes, client details, and portfolio changes.

Increase Data Quality

A centralised data collection & input system connecting your tech stack. Reducing data inconsistencies.

Increase Data Quality

A centralised data collection & input system connecting your tech stack. Reducing data inconsistencies.

Increase Data Quality

A centralised data collection & input system connecting your tech stack. Reducing data inconsistencies.

FAQs

We’ve Got the Answers You’re Looking For

How is your solution different from other AI file note software?

Are you a SaaS?

Do I need to change my current systems or software?

Is the AI accurate and compliant with Australian regulations?

Who sets everything up - do we need technical skills?

Let AI do the Work so you can Scale Faster

Get in touch today and start automating!