Where would you use AI if it actually worked?

The work

Advisers print off bank statements, cross check against payslips, re-key that information, which slows cases down, distracting advisers from building relationships with clients.

With company brain

Understands the whole case file in seconds, flag missing documents, data contradictions, completes fact finds, including income and expenditure, automatically. Even matching against criteria where relevant.

The work

Onboarding a new client and conducting annual reviews can involve hours of pulling data from different places and cross checking it, and that’s before you look at what changed. Time is spent on admin not advice.

With company brain

Onboarding a new client and conducting annual reviews pulls data automatically from all relevant sources including email, CRMs, policies and previous fact finds so all the prep-work is done for the adviser.

The work

Conveyancers cross-check statements, gift letters and sale proceeds across a high-liability AML file.

With company brain

Figures are reconciled across every document type, unexplained gaps are identified, and the evidence and logic behind every check is logged and audited.

The work

Assessors compare invoices, reports and policy documents by hand, slowing decisions and making consistency hard to demonstrate.

With company brain

Claim evidence is structured, coverage rules applied exactly, and only genuine exceptions go to a human assessor.

The work

High invoice volumes make line-by-line checks against purchase orders, budgets and approved suppliers slow and error-prone.

With company brain

Every invoice line is matched to approved records, with the exact price, quantity, supplier or duplication discrepancy shown.

The work

Finance teams match transactions to invoices and purchase orders by hand, then spend month-end chasing exceptions.

With company brain

Bank and AP data are matched against your rules, with missing evidence, duplicate payments and mismatched amounts escalated automatically.