Files prepared, not retyped
The agent reads the documents in a file (PDFs, spreadsheets, emails, photos), extracts the relevant data and sorts it. You review instead of retyping.
AI for Wealth Managers and Accountants
AI agents for wealth managers and chartered accountants, linking every conclusion back to its source: the client document, the article of law, the tax authority guidance.
Patrimind for wealth managers, Numexia for chartered accountants. Our agents read the documents in a client file, sort them, check compliance and produce costed recommendations, with sources attached. Data hosted in France, never used to train the models.
Why choose our solutions?
Costed recommendations
The analysis runs scenarios on the file's real data and produces costed recommendations, exportable to PDF and DOCX.
The rule of law inside the reasoning
Every conclusion cites the text it relies on. An answer without a verifiable source is not an answer.
Our dedicated solutions
One agent per profession: wealth management and accounting
Numexia
AI for chartered accountants
Numexia is the agent for chartered accountants and advisory firms. It reads the documents in a file (balance sheets, tax returns, trial balances, income statements) and produces a full financial diagnosis: performance, structure, cash position. It also handles acquisition and transfer cases, identifies tax levers and costs its recommendations, citing the texts in force.
Discover NumexiaPatrimind
AI for wealth management advisors
Patrimind assists wealth management advisors. It reads the documents in a client file (tax notices, existing contracts, property deeds, balance sheets), sorts them, flags compliance points to watch and produces a costed wealth audit. Every conclusion points back to the exact text it came from: the client's PDF, the article of law, the tax authority guidance.
Discover PatrimindAre you a wealth management advisor? Patrimind and our regulatory guides for advisors have their own site, in French: patrimind.intellectuality.fr
Regulation at the heart of the analysis
Legislation at the heart of our AI agents
French law, indexed
We index the sources of French law, LEGI and BOFiP, so that the analysis relies on the applicable text and cites it.
Multi-domain
Expertise in tax, accounting, and wealth management regulations.
Scientific validation
Rigorous validation process in collaboration with domain experts.
Our research turns regulatory texts into rules our agents can apply. Every analysis cites the texts it relies on; the decision, and responsibility for the advice, remain with the professional.
How does it work?
Cutting-edge technology serving your profession
You drop in the file
PDFs, spreadsheets, emails, photos: the agent reads heterogeneous sources, extracts the relevant data and sorts it.
- Identity papers and supporting documents
- Balance sheets and tax returns
- Informal exchanges
The agent runs its analysis
The research plan is visible step by step, and the file can be questioned by chat.
- Explicit research plan
- Chat-based questioning
- Sources cited in every answer
You get a deliverable
Client dashboard, costed recommendations and a report ready to present.
- Client dashboard
- Costed recommendations
- PDF and DOCX export