The intelligent, real-time platform for Australian advisors
Say goodbye to manually requesting, extracting and filing client data.
Join the waitlistFor financial advisors, accountants and mortgage brokersSmith Family Trust, a demo client. Click through the tabs to look around.
Trusted by Australian businesses
Always up to date financials
Clients connect their banks and send what you ask for, in one place.
How the client portal worksA portal for every client
Clients connect accounts, answer questions and upload documents in one place.
Live balances and transactions
Connected accounts update themselves through open banking.
Requests that get answered
Ask for a document or an answer and the client sees it in their portal.
Answers on the record
Everything a client sends is filed on their record.
Documents in, forms and reports out
What clients send is read into the record, and forms fill themselves.
How documents and forms workDocuments read into the record
Payslips, statements and tax returns are read for you, and the details land on the client record.
Forms that fill themselves
Form Assistant fills PDF forms from what the record already holds.
Reports
Income and living expenses, built from live transactions.
Client structure
People, trusts and companies, built from documents.
Fewer to chase
Linked accounts replace bank statements.
You review
Check every form before it goes anywhere.
Meetings become file notes you approve
The notetaker joins your calls and drafts the file note and tasks for you to review.
How the notetaker worksJoins your calls
The notetaker joins meetings from your calendar. Switch it off for any meeting.
Draft file notes
A draft file note, tasks and a guidelines check after every call.
Prep brief
A brief before each call, drawn from the record and live accounts.
You approve first
Nothing is filed until you review and approve it.
Ask anything about any client
Answers from live accounts, documents, meetings and the client record.
How the assistant worksAnswers from your firm’s data
The assistant reads live accounts, documents, meetings and the record.
Shows its working
Each answer shows the steps it took and what it read.
One client or all
Ask about a single client or across every client.
Less to check
Answers come from bank data, not guesswork.
Plain English
Ask the way you would ask a colleague.
Live data
Balances and transactions as they are today.
Works with the tools your firm already uses
A public API, an MCP server and your own templates.
How Advisor connectsA public API
Push data in and pull it out. Connect your CRM and your own systems.
An MCP server
Use your client data in Claude, ChatGPT or your own tools.
Document filing
File documents to SharePoint and Google Drive.
Your own templates
Requests, checklists, meeting notes and guidelines, set up your way.
And many more Australian businesses
See your clients’ money as it is
Live bank data, documents, meetings and answers, in one place.
Join the waitlist