Built for Security, Powered by AI

Client data never leaves your control
• In-house OCR prepares PDFs, Excel, and scanned documents
• Automated PII detection removes sensitive data
• Data is structured and prepared for use by AI

Secure AI Integration
• Sensitive data isolated with robust access controls
• Enterprise-grade infrastructure and confidential processing
• Complete audit trail for compliance and transparency

AI Assistance
• Leverage continuously improving AI models
• Instantly query years of client history
• Transform complex data into actionable insights
• Reduce hours spent on routine work