Eliminate manual document chasing, onboarding admin, and quarterly MTD overhead — without compromising client confidentiality or UK GDPR compliance.
Your clients trust you with sensitive financial data. We treat that trust as inviolable. Here's exactly how our architecture protects it.
Most workflows run on strict, auditable rules with no AI model involved at all. You get predictable, repeatable behaviour you can verify — not probabilistic guesswork.
Where AI is used, processing runs strictly on commercial API terms. Your client data is never used to train public models — contractually guaranteed.
Hosted in UK/EU regions to comply fully with UK GDPR. Your data never leaves jurisdictions your regulators recognise.
Every automation step is logged with timestamps and inputs. You can demonstrate compliance to your regulators, clients, and professional indemnity insurer on demand.
Every proposal comes with a 2-page UK GDPR Data Processing Agreement (DPA) and a visual Data Architecture Flow Diagram — upfront, before you sign anything.
Done-for-you workflows that slot into your existing practice stack — no rip-and-replace, no new logins for your team to learn.
Form submissions auto-generate engagement letters, trigger AML ID checks, and file documents directly into your practice management system — all before a human touches a spreadsheet.
Scheduled, multi-channel (Email & WhatsApp) record chasing tied to filing deadlines. Chases escalate internally to your team if a client remains unresponsive — no more silent gaps.
Proactively flag clients approaching the £50k, £30k, and £20k MTD qualifying thresholds. Get ahead of quarterly submission obligations before they become a compliance fire drill.
AI-assisted extraction and internal triage for complex non-standard PDFs, tax data, and client queries — routed directly into your practice software with structured, reviewable output.
Start with a single build and scale up only when you see the hours saved. Every tier includes the Partner Compliance Pack.
Get a free, written 10-minute audit identifying the 3 highest time-cost manual workflows in your firm — plus a complimentary UK Practice AI Usage Policy Template.
Thank you. We'll send your written audit and AI Usage Policy Template to your work email within 2 business days.