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Fiduciaries · Firm assistant
A Pinnokio in the portal.
With your firm's context.
The firm assistant is a Pinnokio that understands the rules of your profession, stays isolated within the context you give it, and supports your clients where they work: in their portal.
The assistant in action
A client's question in their portal
- Firm context
- Tailored answer
- Action in the file
The client understands, acts, or asks the fiduciary firm: no email or phone call.
What it does for your clients
Coming-soon feature. This is what it will allow.
Answer in their languageComing soon
The client writes in their own language; the assistant understands and replies in the same one.
Request specific actionsComing soon
The client can request an action in their file (upload a document, check a balance); the assistant prepares it within the authorised scope.
Support the clientComing soon
Because it is installed in the portal, it knows what the client still has to provide and helps them do it.
A Pinnokio in the portal
An isolated context that you control
The firm's context
Your recommendations, your methods, your rules: this is what the assistant uses, nothing else.
Isolated per client
A client's assistant sees only that client's file.
Under your supervision
You choose what it can do on its own and what is left to the fiduciary firm.
Set the rules from the cockpitFrequently asked questions
Is the firm assistant available?
No, it is announced as a coming-soon feature. The client portal, however, is available.
Can it answer a question outside the client's file?
No: it stays within the context the fiduciary firm gives it and within the file of the client concerned.
Does it work in several languages?
That is one of its objectives: to understand and reply in the client's language, while drawing on the firm's context.
Pricing
How much does it cost?
You pay as you go, in credits, with no mandatory subscription. Here is the order of magnitude.
- Supplier invoice processed
- 65 credits
- Bank transaction reconciled
- 35 credits
- Document routed
- 15 credits
- Assistant interaction
- ~3-5 credits
5'000 credits offered on sign-up, no credit card required.
Go further
How it works
Context, capabilities, rules and approvals: what makes it possible to do almost anything.
Use cases
Concrete scenarios, from the document to the journal entry.
Modules
What is available, country by country.
Pricing
Pay for what you use, in credits.
Blog
Guides and analysis for fiduciaries and SMEs.
Other journeys
Your firm shares in the value it creates
With the partner programme, your fiduciary firm receives a share of the AI consumption of its mandates, on top of its fees.