AI software for wealth managers and accountants

Patrimind and Numexia are both in production. Each applies the same document analysis engine to the profession it serves.

Patrimind

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.

Are you a wealth management advisor? Patrimind and our regulatory guides for advisors have their own site, in French: patrimind.intellectuality.fr

Visit the website

Numexia

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.

What Numexia does

  • Financial diagnosis: performance, structure, cash position
  • Reads balance sheets, tax returns, trial balances and income statements
  • Business acquisition and transfer cases
  • Tax levers identified and recommendations costed
  • Every conclusion linked to the text behind it
  • Reports exportable to PDF and DOCX
Discover Numexia