We help accountancy practices, wealth managers, brokerages, and financial advisory firms find operational bottlenecks and fix them with practical AI. From compliance monitoring to client onboarding, we build solutions that reduce manual work and strengthen your regulatory posture.
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Simulated reconciliation engine. Real systems connect to your bank feeds, accounting software, and client records.
Staff spend hours each week manually matching transactions across systems, spreadsheets, and client accounts. Errors are common and costly to fix.
Regulatory requirements from the FCA and other bodies grow every year. Keeping up with policy changes, audit trails, and reporting obligations drains senior time.
KYC and AML checks involve manual document collection, identity verification, and risk assessments. New clients wait days or weeks before they can begin.
Rule-based fraud systems miss sophisticated patterns. By the time anomalies are noticed, the damage is done. Smaller firms lack the tooling of larger institutions.
Critical data sits in disconnected systems that do not talk to each other. Teams re-key information between platforms, creating delays and inconsistencies.
Producing regulatory reports, client summaries, and management information takes far too long. Much of the work is repetitive assembly of data from multiple sources.
Continuous monitoring systems that track regulatory changes, flag policy gaps, and generate audit-ready documentation automatically. Stay compliant without the manual overhead.
AI that reads, classifies, and extracts data from identity documents, financial statements, and correspondence. Accelerates KYC and AML checks from days to minutes.
Machine learning models that assess client risk profiles based on transaction history, behavioural patterns, and external data sources. Better decisions, faster.
AI systems that match transactions across accounts, platforms, and data sources automatically. Exceptions are flagged for human review; everything else is handled.
AI models that learn normal transaction patterns and flag unusual activity in real time. Catch potential fraud, errors, and suspicious behaviour before they escalate.
Automated generation of FCA returns, client suitability reports, and management information packs. Data is pulled, formatted, and validated without manual intervention.
We start with a 60-minute discovery call to understand your operations, the problems causing the most pain, and where automation could have the highest impact. No slide decks.
We spend time in your business mapping your existing workflows, data sources, and systems. We identify the bottlenecks and quantify the cost of each before recommending any solution.
We design a solution tailored to your environment. This includes the technical architecture, integration points, compliance controls, and a realistic delivery timeline with milestones.
We build the solution iteratively, testing each component against real data before progressing. You see working software throughout the build, not just at the end.
We deploy the solution into your infrastructure and run it in parallel with existing processes until you are confident. Full documentation and staff training are included.
We provide post-deployment support to handle any edge cases, monitor performance, and make adjustments as your business or regulatory environment changes.
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Every engagement is scoped individually based on the complexity of the problem and the systems involved. Most projects for financial services SMEs fall between £15,000 and £75,000. We always start with a discovery session to understand your needs before quoting, so you know exactly what you are paying for.
Yes. Regulatory compliance is built into every solution from the start. We design systems with full audit trails, explainable decision-making, and data governance controls that meet FCA requirements. We also work with your compliance team throughout the build process to ensure alignment with your existing policies.
Most projects are delivered within 6 to 12 weeks, depending on scope and complexity. Simpler automation projects such as reconciliation tools can be live within 4 weeks. More complex solutions involving multiple system integrations or machine learning models may take longer. We provide a clear timeline during the scoping phase.
Data security is non-negotiable. We work under strict NDAs, use encrypted environments for all development, and follow the principle of least privilege for data access. Where possible, we work with anonymised or synthetic data during the build phase. All solutions are deployed within your own infrastructure unless you specify otherwise.
Yes. We build solutions that connect to the tools you already use, whether that is practice management software, accounting platforms, CRM systems, or bespoke internal tools. Integration is a core part of every engagement. We do not build standalone systems that create new silos.
Book a discovery call to discuss how AI can reduce manual work, strengthen compliance, and give your team time back for the work that matters.