Knowledge Broker
BuildingYour firm's best thinking, finally searchable. Only approved content enters; every answer points back to its source; your files stay in Europe.
Demo November 2026
See the Knowledge Broker
Industry / Accountancy & advisory
Specialized AI for firms where judgement is the product.
AI co-workers built around your firm's own workflows — intake, onboarding, VAT, reporting, review — each one carrying work end to end, with a partner approving what matters.
Where it starts paying back
- Client documents — read, matched and coded before a bookkeeper opens them.
- Onboarding and KYC — the file complete, the checks done, a person signs off.
- Your own knowledge — every answer from approved files, source shown.
The co-workers accountancy firms start with
Filter by the job. Every card shows what a person still approves.
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Finance & admin
Invoice Intake Co-worker
- Takes over
- Reads supplier invoices from the mailbox, matches them to orders and deliveries, codes them for the ledger, files them.
- A person still approves
- Anything over €5,000, without a matching order, or from a new supplier.
- Works with
- Exact Online, Winbooks, Yuki, Peppol, Outlook/Gmail …and your ERP or CRM through its API
- Time to live
- 6 weeks
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Documents, HR & compliance
Contract Checker
- Takes over
- Reads incoming contracts and NDAs, checks them against your standard positions, marks deviations, drafts the reply.
- A person still approves
- Every deviation and every signature.
- Works with
- SharePoint, Google Drive, DocuSign …and your ERP or CRM through its API
- Time to live
- 8 weeks
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Knowledge & reporting
Knowledge Answering
- Takes over
- Answers staff questions from your approved documents with the source shown — via the Knowledge Broker.
- A person still approves
- What counts as approved content; anything client-facing.
- Works with
- SharePoint, Google Drive, Copilot, Claude, ChatGPT …and your ERP or CRM through its API
- Time to live
- 10 weeks
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Knowledge & reporting
Reporting Assembler
- Takes over
- Pulls the monthly figures from your systems, builds the report in your template, writes the first-draft commentary.
- A person still approves
- Every number's source once, then every report before it goes out.
- Works with
- Exact Online, Power BI, Excel, Google Sheets …and your ERP or CRM through its API
- Time to live
- 6 weeks
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Documents, HR & compliance
Client Onboarding & KYC Pack
- Takes over
- Collects the documents a new client must supply, runs the identity and UBO checks against your checklist, assembles the engagement file and the letter.
- A person still approves
- Every acceptance decision and every engagement letter before it is sent.
- Works with
- Silverfin, Exact Online, SharePoint, DocuSign, your KYC provider …and your ERP or CRM through its API
- Time to live
- 6 weeks
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Finance & admin
VAT Return Prep
- Takes over
- Reconciles the period's ledgers, flags missing invoices and odd VAT codes, prepares the return and the client's question list.
- A person still approves
- Every return before filing; every correction posted to the ledger.
- Works with
- Exact Online, Winbooks, Yuki, Silverfin, Peppol …and your ERP or CRM through its API
- Time to live
- 6 weeks
Built for how Belgian firms work
ITAA-registered practices, professional secrecy, GDPR and the EU AI Act.
We connect to Exact Online, Winbooks, Yuki, Silverfin and your document system. Peppol e-invoicing is handled as a data source, not a project.
The product that fits
Accountancy & advisory
Your expertise, working harder
A free 3-hour diagnostic shows where your firm's knowledge and workflows can carry more of the load.