Ask about your clients and get answers from their records
One client or all of them
Chat about a single client, or ask across every client you look after.
Shows its working
Each answer shows the steps it took and what it read.
Trusted by Australian businesses
Less to double-check
Answers come from bank data and documents, so there is less to check by hand.
Live accounts
Balances and transactions from connected accounts.
Client documents
Payslips, statements and tax returns on file.
Meetings
File notes and discussions from past meetings.
The client record
The people, entities and details you have recorded.
How it answers
Every answer is grounded in what your firm already holds.
Ask in plain English, about one client or many.
The assistant looks through accounts, documents, meetings and the record.
See each step and what it read before you rely on the answer.
Questions you can ask
Everyday questions about your clients, answered from their data.
- Net worth
- What a client owns and owes, from live balances.
- Spending
- Where a client’s money goes each month.
- Income
- Income from payslips and live deposits.
- Documents
- What a payslip, statement or return says.
- Meetings
- What was discussed and agreed last time.
- Across clients
- Questions that span every client at once.
And many more Australian businesses
