Client reports, document analysis, proposals, inbox management. Configured live for the way your practice actually operates - your clients, your voice, your firm.
Every workflow is built during your session - specific to your clients, your voice, and how your firm actually operates.
Turn raw numbers and data into polished, client-ready reports automatically - in your firm's format and voice, every time.
Summarize financial statements, tax documents, contracts, and audit files in plain English. Pull out what matters without reading every page.
Customized proposals for each new prospect in minutes. No more starting from a blank template for every new client relationship.
Sort client requests by priority, flag deadlines, and draft responses to routine questions so your team focuses on the work that matters.
Auto-build client summaries before every call - account history, open items, recent communications - so you walk in fully prepared.
Track regulatory and tax changes and flag what affects your specific clients - so nothing slips through between annual reviews.
Draft client updates, advisory letters, and year-end summaries in your voice - consistent, professional, and done in a fraction of the time.
On-demand industry benchmarks, peer comparisons, and market context for client engagements - sourced and summarized automatically.
Auto-drafted post-meeting summaries with action items, decisions made, and next steps - sent to clients before they've left the parking lot.
Codify how your firm advises, reports, and communicates - so AI follows your house style and standards every time, not a generic template.
From booking to fully operational within a reasonable period, avoiding extensive weeks or months-long implementation plans
15 minutes. We map out exactly what we'd build for you - specific to your operation. No generic pitch, no slide deck.
In a 2–3 hour session, we install Cowork, connect your apps, and build your top workflows live - built around how your business actually operates.
We run a real task end-to-end before we wrap - actual document, actual draft. You leave with proof it works, not a tour.
"they set this up for us on a Tuesday morning and on Tuesday afternoon my team was using it in real work"
The five we get asked most. If you have others - that's what the free 15-minute call is for.
we configure co-work security settings during the session so your client data stays inside your environment. Nothing is shared or stored externally without your explicit action.
That's exactly who we built this for. Most of our finance clients are senior advisors and firm principals, not IT people. If you can write an email, you can use Cowork. The session ensures you leave knowing how.
Yes. We build workflows for both during the session - internal analysis and document review on one side, client-facing reports and communications on the other. You tell us what takes the most time and we build around that.
2–3 hours for the Business tier. In-person at your office or remote - your call. Most finance clients choose remote for convenience.
Monthly office hours to add new workflows, troubleshoot, and keep everything sharp as your practice evolves. Most finance clients start with the $1,000/month Growth plan so they keep building new capabilities every month.
Start with a complimentary 15-minute briefing to map out what we'd build for your operation - or engage directly from $500, guaranteed.
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