Onboard clients faster, chase documents automatically, and answer questions securely.
Finance firms lose hours to document chasing, deadline reminders, and repetitive client questions. We automate intake, KYC, document collection, deadlines, and secure client communication — with compliance and audit trails built in.
−60%
Document chasing
Automated requests, reminders, and secure upload.
< 24h
Client onboarding
KYC, engagement letters, and setup automated.
0
Missed deadlines
Filing and renewal reminders triggered by dates.
What slows finance businesses down
- Client documents chased by email for weeks
- Onboarding and KYC take days of admin
- Deadline reminders depend on spreadsheets
- The same client questions answered over and over
Pick your type of finance business. See exactly what we automate for it.
Every business type gets its own page: the problems, every automation, results, and a free audit.
Community & Regional BanksCommunity banks and regional banking groups.
Big-bank digital service with community-bank relationships — without the big-bank headcount.
See the automations
Credit UnionsMember-owned credit unions and cooperatives.
Serve every member instantly — and grow membership without growing the call centre.
See the automations
Fintech StartupsPayments, lending, banking, and wealth fintechs.
Scale onboarding and support faster than your headcount.
See the automations
Wealth Management & RIAsIndependent advisors, RIAs, and wealth managers.
More qualified prospects, smoother onboarding, and clients who feel looked after — automatically.
See the automations
Insurance AgenciesIndependent agencies, brokers, and MGAs.
Quote faster, renew more, and handle service without pulling producers off the phone.
See the automations
Accounting & CPA FirmsAccountants, bookkeepers, and CPA practices.
Onboard clients in a day, chase documents automatically, and answer questions securely.
See the automations
Payment ProcessorsMerchant acquirers, ISOs, and payment service providers.
Onboard merchants faster and support them at scale — with fewer tickets and less churn.
See the automations
Lending & Mortgage CompaniesConsumer, business, and mortgage lenders.
Convert more applicants and fund faster — with less document chasing.
See the automationsWhat running on autopilot looks like for a finance business
Six systems, each shown the way you would actually see it — a real enquiry, a real call, a real dashboard — with the specifics we build for finance.
A firm website that books consultations and starts onboarding
Calder & Co Accountants
Fixed-fee accounting for growing businesses.
Funnel · last 30 days
- Visitors5,300
- Fee estimates410
- Consultations booked148
- New clients62
Service pages that rank, instant fee estimates, consultation booking, and a secure client portal — with every enquiry flowing into your practice CRM.
- Consultation booking with pre-qualification
- Fee calculators and instant quotes
- Secure document upload portal
- Service landing pages for SEO and ads
- Client review and referral requests
Prospects answered instantly and qualified properly
Looking for an accountant for my limited company. We do about £480k a year, 4 staff. What would you charge?
AI · replied in 4sFor a company your size — accounts, tax, payroll for 4, and quarterly VAT — our fixed fee is £245/month. Would you like a 20-minute call with Priya to confirm?
Yes, tomorrow afternoon if possible
AI · replied in 4sBooked ✓ tomorrow 14:30 with Priya. I've sent a short checklist so we can quote precisely on the call.
CRM pipeline · this month
- Enquiry46
- Consultation27
- Proposal sent19
- Signed12
Every stage updated automatically
Web and referral enquiries get an immediate reply, qualification (entity type, size, needs), and a consultation booked — with nurture for prospects not ready yet.
- Instant reply with qualification questions
- Consultation booking into partner calendars
- Proposal follow-up sequences
- Referral partner lead tracking
- Year-end and tax-season campaign automation
A client-facing assistant that knows your processes
Incoming · 09:10 · existing client
0:52
Hi, it's Mark from Bluewater Ltd. What do you still need from me for the year-end?
Thanks Mark — after verifying you, I can see we're waiting on October bank statements and the fixed-asset list. I've sent secure upload links. Anything else?
No, that's all.
Client verified · outstanding items listed · upload links sent
Answers calls and chats about deadlines, documents needed, fees, and appointment changes — securely — and transfers advisory questions to the right person.
- 24/7 call answering and appointment booking
- Document and deadline status by phone or chat
- Secure identity verification before sharing details
- WhatsApp and web chat for client queries
- Transfer to the client's advisor with a summary
Onboarding, documents, and deadlines that run themselves
Proposal signed · Bluewater Ltd
- 1
KYC / AML checks + engagement letter
E-signature · instant
- 2
Portal, bookkeeping & payroll setup
Day 1
- 3
Document requests with reminders
Every 3 days until received
- 4
Deadline tracking
VAT, CT, payroll, confirmation statement
- 5
Monthly fee collected & receipt sent
Direct debit
Ran 1,248 times this month · 0 failures
KYC, engagement letters, e-signature, document requests with reminders, deadline tracking, and billing — with a full audit trail.
- KYC/AML checks and engagement letters
- Document request and reminder sequences
- Filing and renewal deadline tracking
- Recurring billing and payment reminders
- Bank feed, receipt capture, and reconciliation automation
Client questions answered securely, instantly
Open conversations
AI resolved 66% this week- EmailWhen is our corporation tax due?Answered from deadline tracker · 8s
- WhatsAppCan you resend last month's payslips?Sent via secure portal link
- Web chatHow do I upload receipts?Guide + video sent
- EmailShould we switch to quarterly VAT?Escalated to advisor · call booked
'What do you need from me?', 'when is my return due?', 'how do I pay?' — answered from your policies and systems across email, chat, and WhatsApp, with advisory topics escalated.
- Deadline and document-status answers
- Billing and payment queries
- Portal and software help
- Compliance-safe escalation rules
- Audit log of every interaction
Practice and client reporting without the spreadsheet weekend
Documents outstanding
38
−61%
Deadlines at risk
2
−9
WIP recovery
92%
+7%
Client onboarding
1.2 days
−6 days
Client profitability by service
Ask your data
Which clients are consistently late with documents?
7 clients account for 64% of late documents. Bluewater and Kite Media miss every quarter — a weekly reminder plus a call from their manager is queued.
Open in dashboardWork-in-progress, billing, client profitability, deadline risk, and automated client reporting packs — plus an assistant for partners' questions.
- WIP, billing, and recovery dashboards
- Client profitability and capacity
- Deadline risk alerts
- Automated monthly client report packs
- Ask-the-data assistant with permissions
Other industries we automate
All industries →
Build smarter. Scale faster. Operate better.
Schedule a discovery call and we'll map the systems your business needs to reach its next stage.