We build practical AI and automation into the systems your firm already runs, so the admin, the retyping and the chasing get handled by software, in-house, not by another set of people.
Your time, your control, your best work. Back.
Plenty of firms will promise you time back. The question is what your week looks like afterwards, and who's in charge of it.
Every automation is approved by you, logged end-to-end, and reversible. Control isn't the price of the time; it's part of the product.
Workflow automation (Zapier, Make, Power Automate) is a decade old and you've been sold it before. It's the floor, not the ceiling. The real shift is what comes after.
Enquiries acknowledged, records created, documents chased, filings logged. The workflows you've heard about for ten years, built on the tools you already pay for, and actually maintained.
This is the floor. If a consultant's pitch ends here, you're being sold 2015.
Before an annual review, the whole client file (CRM, inbox, documents) is read, cross-checked against your own checklist, and turned into flags with reasons and a draft agenda. You walk in prepared; nothing slips.
Zapier can't do this. This is judgement work, augmented. And it's where the last two years of AI actually changed the game.
The knowledge locked in your firm's heads can become integrated systems that sit alongside your existing infrastructure (client portals, self-serve fact-finds, calculators), freeing your people to spend their time on the work they're best at, and serving clients you couldn't previously afford to take on.
Not hypothetical: this is Keystone, live today, replacing a 40-tab Excel fact-find at an international advisory firm. It's built around your fact-find, not a generic one: your questions, your sections, your wording. And the answers don't stop there: they fill in your own application forms and provider paperwork straight from your templates, so nothing is ever retyped.
Advisers advise; the workbook is gone.
Chasing, filing, reconciling, drafting. Running quietly overnight, with every step logged and waiting for your approval in the morning.
Ten years running operations in financial advice and banking taught me what defensible looks like. AI in a regulated firm is a governance question before it's a technology question, and every system here runs under the same written rules.
You get this as a one-page governance note with every project, and the full working detail lives in the AI governance series in the knowledge base, mapped to your regulator's actual hooks.
CRM · inbox · document store: your data stays where it lives
runs under your credentials, UK / EU region
someone at your firm: the last step is always a person
model training on your data · third-party sharing · shadow copies
The working documents behind everything above, each a fillable PDF: the AI governance pack, the approved-tools policy and register, the DPIA starter, vendor due diligence, the agent job description, the process inventory and the incident one-pager. Built for firms with no risk department.
The services exist to get you the week described above. Start at whichever step fits where your firm is now.
A ranked map of your firm's opportunities: effort against impact, in your language, on your processes. Know what's worth doing before spending a pound on it.
→ leaves you with: a prioritised plan you own Step 2 · ProveOne process, fixed price, live inside a month, built on the platforms you already pay for, with your team trained to run it.
→ leaves you with: a working system and the habit Step 3 · CompoundA standing engineer-adviser for firms going after the second and third kinds of leverage: judgement work and new services, shipped steadily.
→ leaves you with: a firm that keeps getting fasterPrefer it built and run for you? Software Factory-as-a-Service delivers custom systems end to end, and Managed Websites runs your whole web presence, content included.
And if you want it in your industry’s own terms: financial advisers, accountants, solicitors and estate agents each have their own page.
Most consultancies show you slides. Everything I recommend to clients, I practise on my own estate first, and the proof is public.
Start with the Labs (Keystone, the Spain mortgage calculator, the editorial desk) or read what one month of the software factory actually looks like.
AI hallucinations are false outputs that can mislead advisers and breach the Consumer Duty. Here is a practical audit process to catch them before they reach a client file.
22 September 2026UK advice firms lose roughly 40 hours of adviser time for every 100 clients to preventable admin. Here is what automation can realistically do about it, and how to start.
16 September 2026Nvidia's chief executive argues AI safety is a product issue, not a regulatory one. Why relying on vendor self-governance is a compliance risk for advisers.
A free 30-minute call finds the smallest honest first project: usually one process, fixed price, results inside a month. If there isn't one, I'll tell you.
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