Closed beta. For professional firms and back-office teams.
Hand over the routine. Decisions stay with you.
A platform that handles the recurring office work that fills every month: reading documents, extracting data, running checks, and preparing summaries and reports.
- IntakeDocuments, email, records
- ProcessHandles routine cases
- ValidateAgainst rules and sources
- DecideDecisions stay with you
- ActCarries out your decision
- RecordStep by step
The same work, every month
Month after month, the same administrative tasks come back: the same kinds of documents to read, the same checks to run, and the same reports to prepare.
None of it is hard, but it has to be done. More often than not, it lands on the very people the firm needs most for the exceptions and for the decisions that call for professional judgment.
How it works
Think of it as a digital team with clear roles. One specialist reads the documents and extracts the data. Another checks the result against your rules. A third prepares the explanation, summary, or report.
Describe the work
Tell us in your own words what repeats, or work it out with us: “Every month, read the client's bank statements, match them to the invoices, and prepare the summary.”
Agree the steps once
Before it starts, you see what it will do, which documents and systems it will use, and where it will stop for your decision. We set the rules and checks with you.
It handles every similar case
Every similar case follows the same steps in the same order. Once the rules are confirmed, cases that meet them continue and exceptions reach you.
Check the result
Each run leaves a record of the steps, what each one read, and what it produced. You can see what happened without doing the work again.
Five things that make the difference
It takes on whole processes, not isolated tasks.
Once you confirm a way of working, the same method is used for every similar case. It does not start from zero with each document or need new directions at every step.
It learns how you work.
When a process is set up to learn, it keeps the rules and decisions you confirm. As those confirmed rules grow, it needs to ask less often within that process. Your correction becomes the current answer, while the earlier one stays in the history. Anything it infers remains a suggestion and never overrides your rule.
It applies your methodology consistently.
We set the rules and checks with you once. From then on, it follows them in the same order for every client and every month. It cannot add a new step halfway through, and the method does not depend on who is at the desk that day.
Every step traces back to its source.
The record keeps what each step read and what it produced, so a figure can be followed back to the document it came from. When an auditor, a regulator or a client asks how a number was arrived at, the answer is already on record instead of being reconstructed.
Built for firms that cannot compromise on confidentiality.
Your documents are not used to train any model. The providers that may handle them are named in the contract, in advance. The application is hosted in Europe, or on your own infrastructure where internal policy or professional secrecy requires it. Routine reading and sorting can run on local models.
Not a general-purpose AI assistant
A general-purpose AI assistant answers the request in front of it and follows the person typing. The path can change from one conversation to the next, with no agreed method for the firm to review in advance.
This platform follows your process: the same steps, in the same order, across the whole month's work. It stops when a decision is needed and keeps a record of where each figure came from.
The difference is not how well it answers a question, but whether it can apply your way of working consistently, at scale.
Who it is for
Professional practices and back-office teams in small and mid-sized firms, where the work is document-heavy, repeats every month, and someone is professionally answerable for the result.
- Accounting and finance
- Legal
- Valuation and expert reports
- Insurance
You keep the software you already use. The platform works alongside it and takes on the work in between: the documents that come in, the checks to run, and the statements you produce at the end. We are building it first for Romania: for its documents, its rules and the way its firms work.
Closed beta
The product is at an early stage, and we would rather say so plainly. We are looking for firms that will build this with us, not customers to sell a finished product to. The first step is a short session in which we show the platform working on a document type from your own practice. Taking part is free and carries no obligation to buy.
Tell us what repeats and roughly how often. That is enough to start a useful conversation.
Or email tudor@sophtus.ro