Case files and enquiries
Find information in authorised documents, summarise files and cite sources so advisers can verify them.
Your firm knows its clients.
Now its AI can put that knowledge to work.
Tax, payroll and accounting documents should not force your team to spend hours searching for information. Properly implemented private AI can turn your records and procedures into a practical everyday tool.
How can it help?
Client responses
Prepare clear drafts based on supplied information and internal procedures, always subject to professional review.
Invoices and documents
Design document extraction and classification workflows, with human review before filing or posting entries.
Firm knowledge
Consult checklists, internal guidance and working documents with permissions tailored to each team and client.
A real interface demonstration
These screenshots show Brontobyte IA responding to a simulation for Empresa Demo SL. They illustrate a conversation, not a completed document audit.
Why choose private AI?
Because an advisory firm handles information for many clients, and not every employee should have access to the same data. We design architecture, permissions and workflows around real needs; connecting a chatbot to a folder does not, by itself, ensure confidentiality.
Bronto IA provides the private infrastructure. IMPLEM AI handles implementation, use cases and integrations agreed for each project.
We start by identifying a repetitive process, measure its value and expand the solution when appropriate.
Discuss my use case ↗