Products
At Ai Office, we are redefining the way financial advice firms operate with innovative Ai driven solutions. Our suite of products is designed to automate key tasks, streamline compliance, and enhance efficiency across your back office. Whether you're generating client documents or managing complex administrative workflows, our tools give you more time to focus on what matters most — delivering expert advice.
“We are proud that our products have all been developed in the UK – using the best and brightest of the British Fintech industry.” Alison Welsh | Co-founder & Managing Director
Explore our solutions below and discover how automation can transform your Practice.
Auto SL
Create fully compliant, tailored letters of suitability in less than 3 minutes using our AutoSL webapp. Our platform ensures each document is automatically customised to your client’s profile, freeing you to focus on advice, not admin.
Two products are available:
AutoSL WebApp – you take the webapp access, access anywhere/anytime providing you with full control of the process
AutoSL Mailbox – you send us the documents and we manage everything for you and return to you in 24 hours allowing you to completely focus on what you do best – seeing clients.
> Fnd out more here.
Auto End-to-End
Automate your back-office processes from start to finish. Auto End-to-End removes the complexity from administrative tasks, helping your practice save thousands of hours while improving accuracy and compliance.