Live
Ledger Lens
Finance
Scans ledgers and trial balances to surface anomalies, duplicates and unusual movements before review.
Best for: Audit prep and month-end review
AI tools
Tools that take the repetitive work off your desk
Every tool in the suite comes from a real bottleneck we watched a finance or professional services team live with. The suite grows as new ones prove themselves.
Live
Doc Digest
Documents
Summarises contracts, notices and circulars into structured briefs with key dates and obligations.
Best for: Contract and compliance review
Beta
Sheet Copilot
Excel
Turns plain-language requests into formulas, Power Query steps and clean-up routines for your workbooks.
Best for: Everyday spreadsheet work
Beta
MIS Builder
Reporting
Generates recurring MIS packs and commentary drafts from your source data on a fixed schedule.
Best for: Monthly management reporting
Live
Reply Desk
Communication
Drafts client and department replies in your firm's tone, with the right attachments referenced.
Best for: Client and internal correspondence
Coming soon
Compliance Tracker
Compliance
Keeps a live calendar of filings and obligations, flagging what is due, at risk or missing evidence.
Best for: Statutory and internal compliance
Coming soon
Costing Assistant
Cost & Management
Breaks down product and process costs, tests scenarios and explains variances in plain language.
Best for: Cost control and pricing decisions
Coming soon
Deck Drafter
Productivity
Converts findings, numbers and notes into a structured presentation outline ready for review.
Best for: Board and client presentations
Custom builds
Need a tool that does not exist yet?
Most of our suite started as a custom build for one client. If your bottleneck is specific, we will scope an assistant around it — grounded on your data, matched to your review process.
Share the process, the inputs and what a good output looks like. We come back with a scope, an effort estimate and an honest view on whether AI is the right answer.
Discuss a custom toolTry the tools on your own workflow
We will run a short pilot on a live process so you can judge the output on your own data.