Built for Australian financial advice
Less administration.
More time
for advice.
Prepare advice, review compliance and reconcile adviser revenue. Meet three AI assistants built around the work your business does every day.
Practical AI support. Professional judgement stays with you.
Meet your AI assistants
The right support.
For the work at hand.
Each product has a clear purpose. Explore the support your advice practice, compliance team or licensee needs.
Advice preparation
Meet Finley.
Turn client information into a clearer starting point for your next piece of advice.
- Organise client information and documents
- Prepare file notes and paraplanning briefs
- Build draft SOAs for adviser review
Compliance & oversight
Meet Sara.
Bring advice reviews, supporting evidence and the next actions into focus.
- Review SOAs, ROAs and advice files
- Identify gaps and supporting evidence
- Manage registers and representative oversight
Revenue & pay runs
Meet Rima.
Get a clearer picture of revenue received, deductions and adviser payments.
- Extract and structure RCTI data
- Reconcile revenue and review exceptions
- Prepare pay runs, reports and exports
Built around your responsibilities
Useful to the people
doing the work.
Keep client work moving.
Get support with preparing documents and understanding review feedback, so your attention can stay on the advice your clients need.
Know what needs attention.
Bring review findings, evidence and key registers into an organised process that supports professional oversight.
Make sense of every pay run.
Structure incoming revenue data, review reconciliation exceptions and prepare adviser payments for approval.
AI assistance. Human accountability.
Your expertise
stays central.
Advice businesses need clarity about what a tool does, how information is handled and where human decisions are required.
Review before you rely
Draft advice, compliance findings and pay-run outputs require review by the people responsible for the work.
Understand the information behind the work
Discuss your source documents, review process and reporting needs with our team during a product demonstration.
Ask the important data questions
Read our privacy policy and speak with us about product-specific access, storage and data handling before onboarding.
Before you get started
A few useful answers.
Which product should I start with?
Choose Finley for client information and advice preparation, Sara for advice review and compliance oversight, or Rima for revenue reconciliation and pay runs. If your needs span several areas, book a demo to discuss the appropriate setup.
Does the AI replace professional review?
No. Your team remains responsible for checking outputs and applying professional judgement. Advice documents, compliance assessments and pay runs need appropriate human review and approval.
What will we cover in a demo?
Choose the product or workflow you would like to explore. Discuss how it works, what inputs it needs and the setup, support and pricing relevant to your business.
Can we use our existing systems and documents?
Bring a list of your current systems and document formats to the demo. Our team can confirm supported imports, exports and integrations for each product before you decide.
Where can I find pricing?
Visit the Sara product page for its published plans. For Finley, Rima or a broader business setup, speak with our team about current pricing and inclusions.
Let’s start with
your day-to-day work.
See how Finley, Sara or Rima could support your advice business. Bring your questions. We’ll walk through the possibilities.