Client documents arrive, get read, get checked and land in the file — before anyone on your team opens them. You review what needs a human, and nothing else.
Our own ingestion engine. Point it at any document a client sends and it extracts the data — then runs deterministic checks over the figures. Extraction is AI. The checking is arithmetic, so the answer is the same every time.
Across 130 real documents human-certified to date, nothing confidently wrong was ever served. Anything uncertain is flagged for your judgment, never guessed.
The same statement uploaded twice is caught and merged before it reaches your figures.
Documents are processed as they arrive, so the work is done before your team logs in.
Every extraction, check and approval is timestamped and attributable — inspection ready.
Once the data is out, Neo AI checks it against itself — invoices against bank payments, VAT boxes against the underlying figures, this quarter against last. Anything that doesn't reconcile is flagged to a human before it reaches a client or HMRC.
Your client gets one secure upload link — no account needed at their end. Reminders send themselves until everything is in.
Neo AI reads every page and cross‑checks the figures. Duplicates, arithmetic and unmatched invoices are flagged, not missed.
Produce letters pre‑filled from the file, screen identity and sanctions, and keep an audit trail you can stand behind.
Every field gets its own bank of documents. We build your firm's templates into it, then the whole loop runs on its own — produce, send, sign, review, and tell the right person what happens next.
Custom templates built for your firm, pre‑filled from the client record.
Issued to the client by email with a secure link — no account needed.
Both parties sign by email. Certified PDF filed against the client.
Returned documents read and checked, exceptions flagged for a human.
The right person is told what needs doing next, with the deadline attached.
Tax, property, employment, lending, care — each field has its own bank, kept current with UK legislation. Your firm's own templates sit alongside ours, branded and ready to issue.
New client goes in, onboarding runs itself: identity and sanctions screening, proof of address, source of funds, engagement letter signed. Nothing sits half‑finished in someone's inbox.
Every check, version and approval timestamped and attributable. When a regulator or HMRC asks, the evidence file is already built — you don't go looking for it.
MTD‑ready quarterly collection, VAT arithmetic checks and invoice‑to‑bank matching.
Client due diligence, source‑of‑funds evidence and engagement letters signed by email.
RRA 2026 tenancy packs, right‑to‑rent checks and chase‑ups that send themselves.
Income proofs and accounts read and cross‑checked before they reach a lender.
Short‑staffed, or a month you did not plan for? Send any job to our UK team. We prepare it, you review and sign it off under your own brand, and you are charged per service — no retainer, no extra seats, nothing your client ever sees.